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Danaher

Name Holding Trade Value Shares
Change
Change in
Stake
SWIM
2051
Smallwood Wealth Investment Management
New Jersey
$14.7K -$796 -4 -5%
HHGA
2052
Halbert Hargrove Global Advisors
California
$14.3K +$11.1K +56 +350%
MFG
2053
Mendota Financial Group
Wisconsin
$13.9K – – –
CSB
2054
City State Bank
Iowa
$13.9K – – –
AWM
2055
Activest Wealth Management
Florida
$13.9K +$1.79K +9 +15%
CPG
2056
Cornerstone Planning Group
New Jersey
$13.8K -$46.6K -234 -75%
IWM
2057
IMG Wealth Management
Florida
$13.5K – – –
AW
2058
Avion Wealth
Texas
$13K -$597 -3 -4%
KG
2059
Kilter Group
New York
$12.9K -$5.17K -26 -29%
AP
2060
Aspect Partners
Virginia
$12.7K -$199 -1 -2%
MIM
2061
MTM Investment Management
South Carolina
$11.9K – – –
MWM
2062
Mascoma Wealth Management
New Hampshire
$11.7K -$37.4K -188 -76%
HC
2063
Hara Capital
Washington
$11.7K – – –
LAM
2064
Lummis Asset Management
Texas
$11.7K – – –
TLCM
2065
Twin Lakes Capital Management
California
$11.1K – – –
MSWA
2066
Marshall & Sterling Wealth Advisors
New York
$11.1K -$230K -1,154 -95%
PCM
2067
Penserra Capital Management
California
$11K – – –
CWM
2068
Consultiva Wealth Management
Puerto Rico
$10.9K – – –
WCM
2069
Westend Capital Management
California
$10.5K – – –
NRWA
2070
North Ridge Wealth Advisors
Oregon
$10.1K – – –
NCM
2071
Northwest Capital Management
Oregon
$10.1K – – –
EA
2072
Evolution Advisers
Virginia
$10K – – –
CAM
2073
Creekmur Asset Management
Illinois
$9.91K – – –
NEWAS
2074
N.E.W. Advisory Services
Wisconsin
$9.91K – – –
IW
2075
Imprint Wealth
South Carolina
$9.91K +$9.95K +50 New