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Danaher
DHR

Name Holding Trade Value Shares
Change 		Change in
Stake
ABWM
2026
Alpine Bank Wealth Management
Colorado
$7.62K +$7.26K +40 New
KFG
2027
Kingdom Financial Group
Arizona
$7.55K -$4.54K -25 -38%
AS
2028
Altshuler Shaham
Israel
$7.43K +$7.08K +39 New
MAM
2029
Marquette Asset Management
Minnesota
$7.24K -$16.3K -90 -70%
BAM
2030
Byrne Asset Management
New Jersey
$7.05K – – –
PS
2031
Planning Strategies
Pennsylvania
$7.05K +$6.72K +37 New
WAS
2032
Winch Advisory Services
Wisconsin
$6.91K +$4.18K +23 +177%
TC
2033
Trust Company
Kansas
$6.67K -$5.81K -32 -48%
Q1WB
2034
Quest 10 Wealth Builders
Virginia
$6.67K – – –
MCA
2035
McGuire Capital Advisors
Oklahoma
$6.67K +$6.36K +35 New
AWM
2036
Ameliora Wealth Management
Switzerland
$6.58K – – –
SEP
2037
Signature Equity Partners
Ohio
$6.34K -$11.6K -64 -66%
FWA
2038
Flagship Wealth Advisors
Massachusetts
$6.29K – – –
VWA
2039
Valued Wealth Advisors
Utah
$6.2K -$1.45K -8 -20%
BA
2040
Bard Associates
Illinois
$6.1K +$3.81K +21 +191%
CWP
2041
Clark Wealth Partners
Illinois
$5.92K +$5.63K +31 New
FW
2042
Fairway Wealth
Ohio
$5.91K +$5.63K +31 New
CIAS
2043
CBIZ Investment Advisory Services
Ohio
$5.7K – – –
NRG
2044
Nemes Rush Group
Michigan
$5.53K -$2K -11 -28%
MWPCG
2045
Measured Wealth Private Client Group
New Hampshire
$5.52K – – –
DPW
2046
DiNuzzo Private Wealth
Pennsylvania
$5.33K +$182 +1 +4%
NL
2047
NVWM LLC
Pennsylvania
$5.14K -$1.31M -7,203 -100%
UFPG
2048
United Financial Planning Group
New York
$5.14K – – –
NECFA
2049
New England Capital Financial Advisors
Connecticut
$5.03K – – –
GSWM
2050
Golden State Wealth Management
California
$4.99K -$7.81K -43 -62%
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