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Fortive

Name Holding Trade Value Shares
Change
Change in
Stake
GRP
601
Global Retirement Partners
California
$41K -$180K -4,111 -78%
PFO
602
Pathstone Family Office
New Jersey
$39K +$8.39K +192 +21%
WWM
603
Willingdon Wealth Management
North Carolina
$34K -$97K -2,220 -69%
DWA
604
Dougherty Wealth Advisers
Minnesota
$34K
PCTC
605
Perkins Coie Trust Company
Washington
$33K
FMTCOCP
606
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$30K
MSFP
607
Mark Sheptoff Financial Planning
Connecticut
$30K
CFA
608
Carroll Financial Associates
North Carolina
$30K +$5.68K +130 +18%
SWM
609
Sugarloaf Wealth Management
Georgia
$29K
RWA
610
Ropes Wealth Advisors
Massachusetts
$29K +$16K +367 +79%
CAL
611
Capital Analysts LLC
Pennsylvania
$28K
GC
612
Grace Capital
Massachusetts
$28K
KPCM
613
Kings Point Capital Management
New York
$28K
SAM
614
S.A. Mason
Michigan
$28K
IFAM
615
Institutional & Family Asset Management
Colorado
$27K
GWM
616
Geneos Wealth Management
Colorado
$27K +$11.9K +273 +44%
TL
617
TrueWealth LLC
Georgia
$26K -$6.95K -159 -17%
ASN
618
Advisory Services Network
Georgia
$25K +$14.7K +336 +87%
CWP
619
CFM Wealth Partners
Texas
$23K
PCMK
620
Paragon Capital Management (Kansas)
Kansas
$23K +$28.4K +649 New
ADL
621
Asset Dedication LLC
California
$22K
BCM
622
Blume Capital Management
California
$22K
FCB
623
First Command Bank
Texas
$22K
FCFS
624
First Command Financial Services
Texas
$22K
PB
625
Pinnacle Bancorp
Nebraska
$22K