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Danaher
DHR

Name Holding Trade Value Shares
Change 		Change in
Stake
MFA
2001
McClarren Financial Advisors
Pennsylvania
$14K -$501 -2 -3%
S
2002
Surevest
California
$14K +$13.5K +54 New
BFG
2003
Baron Financial Group
New Jersey
$13.2K – – –
CI
2004
Cordant Inc
Oregon
$13K +$12.5K +50 New
AFG
2005
Albion Financial Group
Utah
$12K -$5.51K -22 -33%
IWP
2006
IAG Wealth Partners
Wisconsin
$12K +$3.25K +13 +39%
OIS
2007
Okabena Investment Services
Minnesota
$11K – – –
OCM
2008
Orion Capital Management
California
$11K +$10.8K +43 New
GEA
2009
Glen Eagle Advisors
New Jersey
$10.6K – – –
MIFH
2010
Migdal Insurance & Financial Holdings
Israel
$9K -$71.9K -287 -89%
BAM
2011
Byrne Asset Management
New Jersey
$9K – – –
CWM
2012
Cranbrook Wealth Management
Michigan
$9K – – –
MAWCM
2013
Mine & Arao Wealth Creation & Management
California
$9K – – –
RCM
2014
Raleigh Capital Management
North Carolina
$9K +$8.76K +35 New
RFWA
2015
RPg Family Wealth Advisory
Massachusetts
$8.81K +$8.51K +34 New
MS
2016
Mizuho Securities
Japan
$8K -$250 -1 -3%
WAS
2017
Winch Advisory Services
Wisconsin
$8K – – –
HWM
2018
Holloway Wealth Management
Florida
$7K – – –
SC
2019
Schubert & Co
Texas
$7K +$1K +4 +17%
PAG
2020
Paladin Advisory Group
Iowa
$7K +$7.01K +28 New
GI
2021
Gradient Investments
Minnesota
$6K – – –
SFG
2022
Steward Financial Group
Texas
$6K – – –
RBC
2023
Roble Belko & Company
Pennsylvania
$6K +$4.76K +19 +317%
PCFFS
2024
Pacific Center for Financial Services
California
$5K -$3K -12 -38%
RA
2025
Rise Advisors
New York
$5K – – –
79 80
81
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