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Danaher
DHR

Name Holding Trade Value Shares
Change 		Change in
Stake
AW
2001
Alaethes Wealth
Nevada
$39K – – –
DI
2002
Disciplined Investments
Oklahoma
$39K +$37.2K +135 New
AWM
2003
Accel Wealth Management
Iowa
$38K – – –
ONST
2004
Old North State Trust
North Carolina
$38K +$6.61K +24 +22%
SFFS
2005
Stonehage Fleming Financial Services
Jersey
$38K +$6.61K +24 +22%
SIAP
2006
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$36K – – –
GWSG
2007
GPS Wealth Strategies Group
Colorado
$34K +$1.1K +4 +4%
HI
2008
Hudock Inc
Pennsylvania
$33K -$5.78K -21 -16%
EA
2009
Evolution Advisers
Virginia
$32K +$31.1K +113 New
IAG
2010
Investmark Advisory Group
Connecticut
$32K +$31.1K +113 New
LF
2011
Lee Financial
Texas
$30K +$28.4K +103 New
DHGWA
2012
Dixon Hughes Goodman Wealth Advisors
North Carolina
$29K +$27.3K +99 New
HR
2013
Howe & Rusling
New York
$28K – – –
RCC
2014
Red Cedar Capital
Nebraska
$28K – – –
MCA
2015
Maryland Capital Advisors
Maryland
$28K +$26.4K +96 New
RCM
2016
Regency Capital Management
Hawaii
$26K -$97.5K -354 -80%
RIM
2017
Ranger Investment Management
Texas
$26K – – –
VNA
2018
Valley National Advisers
Pennsylvania
$26K – – –
EIP
2019
Ellis Investment Partners
Pennsylvania
$24K – – –
SN
2020
Sittner & Nelson
Oregon
$24K – – –
RWM
2021
Raffa Wealth Management
District of Columbia
$23.4K – – –
LWP
2022
Laurel Wealth Planning
Minnesota
$23K – – –
SC
2023
Stephens Consulting
Michigan
$22K +$20.9K +76 New
RIM
2024
Rockbridge Investment Management
New York
$21K +$14.3K +52 +274%
CFD
2025
Creative Financial Designs
Indiana
$20K -$52.1K -189 -74%
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81
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