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Danaher
DHR

Name Holding Trade Value Shares
Change 		Change in
Stake
GEA
2001
Glen Eagle Advisors
New Jersey
$14.5K – – –
DWM
2002
Darwin Wealth Management
Florida
$14.3K – – –
AF
2003
Abound Financial
California
$14.3K – – –
MB
2004
MidFirst Bank
Oklahoma
$14.3K +$3.45K +19 +34%
SWIM
2005
Smallwood Wealth Investment Management
New Jersey
$14.1K – – –
HDIM
2006
Hanson & Doremus Investment Management
Vermont
$14K +$4.54K +25 +50%
TWM
2007
Tripletail Wealth Management
Florida
$13.9K -$13.6K -75 -52%
APW
2008
Allied Private Wealth
Florida
$13.7K +$13.1K +72 New
CSB
2009
City State Bank
Iowa
$13.3K – – –
VNA
2010
Valley National Advisers
Pennsylvania
$13.1K -$5.81K -32 -32%
AP
2011
Aspect Partners
Virginia
$12.2K – – –
MWM
2012
Mascoma Wealth Management
New Hampshire
$12.2K +$908 +5 +8%
VERPA
2013
Virginia Estate & Retirement Planning Advisors
Virginia
$12K – – –
3FI
2014
3 Factor Indexing
California
$11.4K – – –
BFS
2015
Beacon Financial Strategies
North Carolina
$11.4K – – –
HC
2016
Hara Capital
Washington
$11.3K – – –
LAM
2017
Lummis Asset Management
Texas
$11.2K – – –
SHIM
2018
Stone House Investment Management
Pennsylvania
$11.2K +$5.81K +32 +119%
BHWM
2019
Bay Harbor Wealth Management
Maryland
$11K +$1.63K +9 +18%
TLCM
2020
Twin Lakes Capital Management
California
$10.7K – – –
PWMG
2021
Private Wealth Management Group
New Jersey
$10.5K – – –
GA
2022
GoalVest Advisory
New York
$10.5K -$9.99K -55 -50%
CWM
2023
Consultiva Wealth Management
Puerto Rico
$10.5K – – –
PCM
2024
Penserra Capital Management
California
$10K – – –
AIA
2025
Aventus Investment Advisors
Florida
$9.52K – – –
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