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Danaher
DHR

Name Holding Trade Value Shares
Change 		Change in
Stake
DF
2026
DecisionPoint Financial
Arizona
$9.49K -$3.81K -21 -30%
FIM
2027
FWL Investment Management
Texas
$9.33K – – –
BF
2028
Brooklyn FI
New York
$9.31K +$9.44K +52 New
IWM
2029
IMG Wealth Management
Florida
$9.14K – – –
EA
2030
Evolution Advisers
Virginia
$9K – – –
LF
2031
LifeSteps Financial
California
$8.95K +$8.53K +47 New
BL
2032
BFSG LLC
California
$8.57K – – –
BA
2033
Blueline Advisors
New Hampshire
$8.1K -$182 -1 -2%
RF
2034
Robinswood Financial
Washington
$8.03K -$32.1K -177 -81%
CFS
2035
CGC Financial Services
Oregon
$7.81K – – –
PCFFS
2036
Pacific Center for Financial Services
California
$7.62K – – –
ABWM
2037
Alpine Bank Wealth Management
Colorado
$7.62K +$7.26K +40 New
KFG
2038
Kingdom Financial Group
Arizona
$7.55K -$4.54K -25 -38%
AS
2039
Altshuler Shaham
Israel
$7.43K +$7.08K +39 New
MAM
2040
Marquette Asset Management
Minnesota
$7.24K -$16.3K -90 -70%
BAM
2041
Byrne Asset Management
New Jersey
$7.05K – – –
PS
2042
Planning Strategies
Pennsylvania
$7.05K +$6.72K +37 New
WAS
2043
Winch Advisory Services
Wisconsin
$6.91K +$4.18K +23 +177%
TC
2044
Trust Company
Kansas
$6.67K -$5.81K -32 -48%
Q1WB
2045
Quest 10 Wealth Builders
Virginia
$6.67K – – –
MCA
2046
McGuire Capital Advisors
Oklahoma
$6.67K +$6.36K +35 New
AWM
2047
Ameliora Wealth Management
Switzerland
$6.58K – – –
SEP
2048
Signature Equity Partners
Ohio
$6.34K -$11.6K -64 -66%
PWA
2049
Principia Wealth Advisory
Texas
$6.29K -$363 -2 -6%
FWA
2050
Flagship Wealth Advisors
Massachusetts
$6.29K – – –
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82
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