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Danaher
DHR

Name Holding Trade Value Shares
Change 		Change in
Stake
CI
2001
Cordant Inc
Oregon
$13K +$12.5K +50 New
AFG
2002
Albion Financial Group
Utah
$12K -$5.51K -22 -33%
IWP
2003
IAG Wealth Partners
Wisconsin
$12K +$3.25K +13 +39%
OIS
2004
Okabena Investment Services
Minnesota
$11K – – –
OCM
2005
Orion Capital Management
California
$11K +$10.8K +43 New
GEA
2006
Glen Eagle Advisors
New Jersey
$10.6K – – –
MIFH
2007
Migdal Insurance & Financial Holdings
Israel
$9K -$71.9K -287 -89%
BAM
2008
Byrne Asset Management
New Jersey
$9K – – –
CWM
2009
Cranbrook Wealth Management
Michigan
$9K – – –
MAWCM
2010
Mine & Arao Wealth Creation & Management
California
$9K – – –
RCM
2011
Raleigh Capital Management
North Carolina
$9K +$8.76K +35 New
RFWA
2012
RPg Family Wealth Advisory
Massachusetts
$8.81K +$8.51K +34 New
MS
2013
Mizuho Securities
Japan
$8K -$250 -1 -3%
WAS
2014
Winch Advisory Services
Wisconsin
$8K – – –
HWM
2015
Holloway Wealth Management
Florida
$7K – – –
SC
2016
Schubert & Co
Texas
$7K +$1K +4 +17%
PAG
2017
Paladin Advisory Group
Iowa
$7K +$7.01K +28 New
GI
2018
Gradient Investments
Minnesota
$6K – – –
SFG
2019
Steward Financial Group
Texas
$6K – – –
RBC
2020
Roble Belko & Company
Pennsylvania
$6K +$4.76K +19 +317%
PCFFS
2021
Pacific Center for Financial Services
California
$5K -$3K -12 -38%
RA
2022
Rise Advisors
New York
$5K – – –
IRC
2023
Investors Research Corp
Georgia
$5K +$4.76K +19 New
KFP
2024
KB Financial Partners
New Jersey
$4K -$2.5K -10 -42%
FWM
2025
Focused Wealth Management
New York
$4K – – –
79 80
81
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