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Danaher
DHR

Name Holding Trade Value Shares
Change 		Change in
Stake
MWM
2001
Mascoma Wealth Management
New Hampshire
$12.2K +$908 +5 +8%
VERPA
2002
Virginia Estate & Retirement Planning Advisors
Virginia
$12K – – –
3FI
2003
3 Factor Indexing
California
$11.4K – – –
BFS
2004
Beacon Financial Strategies
North Carolina
$11.4K – – –
HC
2005
Hara Capital
Washington
$11.3K – – –
LAM
2006
Lummis Asset Management
Texas
$11.2K – – –
SHIM
2007
Stone House Investment Management
Pennsylvania
$11.2K +$5.81K +32 +119%
BHWM
2008
Bay Harbor Wealth Management
Maryland
$11K +$1.63K +9 +18%
TLCM
2009
Twin Lakes Capital Management
California
$10.7K – – –
PWMG
2010
Private Wealth Management Group
New Jersey
$10.5K – – –
GA
2011
GoalVest Advisory
New York
$10.5K -$9.99K -55 -50%
CWM
2012
Consultiva Wealth Management
Puerto Rico
$10.5K – – –
PCM
2013
Penserra Capital Management
California
$10K – – –
AIA
2014
Aventus Investment Advisors
Florida
$9.52K – – –
DF
2015
DecisionPoint Financial
Arizona
$9.49K -$3.81K -21 -30%
FIM
2016
FWL Investment Management
Texas
$9.33K – – –
BF
2017
Brooklyn FI
New York
$9.31K +$9.44K +52 New
IWM
2018
IMG Wealth Management
Florida
$9.14K – – –
EA
2019
Evolution Advisers
Virginia
$9K – – –
LF
2020
LifeSteps Financial
California
$8.95K +$8.53K +47 New
BL
2021
BFSG LLC
California
$8.57K – – –
BA
2022
Blueline Advisors
New Hampshire
$8.1K -$182 -1 -2%
RF
2023
Robinswood Financial
Washington
$8.03K -$32.1K -177 -81%
CFS
2024
CGC Financial Services
Oregon
$7.81K – – –
PCFFS
2025
Pacific Center for Financial Services
California
$7.62K – – –
79 80
81
82 83