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Danaher
DHR

Name Holding Trade Value Shares
Change 		Change in
Stake
HWM
2026
Hemington Wealth Management
Virginia
$207K -$12.2K -46 -5%
CCFM
2027
Clear Creek Financial Management
Washington
$207K +$197K +744 New
LEA
2028
Legacy Edge Advisors
New York
$207K +$197K +744 New
OBWG
2029
Onyx Bridge Wealth Group
New York
$207K +$197K +743 New
SFS
2030
Strategic Financial Services
New York
$207K +$197K +743 New
AL
2031
ADE LLC
Maryland
$206K +$196K +742 New
TFF
2032
The Family Firm
Maryland
$206K +$31K +117 +19%
CCM
2033
Cohen Capital Management
California
$205K +$195K +737 New
FI
2034
Financial Insights
Washington
$205K -$156K -589 -44%
GAA
2035
Global Assets Advisory
Florida
$205K +$197K +745 New
SP
2036
Symmetry Partners
Connecticut
$204K -$1.77M -6,671 -90%
CYG
2037
Clean Yield Group
Vermont
$204K +$2.91K +11 +2%
PIAS
2038
PCA Investment Advisory Services
Ohio
$204K +$194K +732 New
PP
2039
Pacifica Partners
Canada
$203K +$4.5K +17 +2%
CNTOF
2040
Canandaigua National Trust of Florida
New York
$203K +$193K +730 New
PP
2041
Patten & Patten
Tennessee
$203K +$193K +729 New
VCP
2042
Verus Capital Partners
Arizona
$203K +$193K +729 New
MAG
2043
Mayfair Advisory Group
Alabama
$203K +$199K +751 New
PFA
2044
Pure Financial Advisors
California
$202K +$192K +727 New
GA
2045
GSG Advisors
New Jersey
$202K +$195K +735 New
AF
2046
Advisornet Financial
Minnesota
$202K +$10.3K +39 +6%
SIC
2047
Salem Investment Counselors
North Carolina
$201K +$794 +3 +0.4%
SNB
2048
Security National Bank
Nebraska
$198K – – –
ACA
2049
American Capital Advisory
Idaho
$195K – – –
EBA
2050
Eagle Bay Advisors
New York
$191K -$1.06K -4 -0.6%
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