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Danaher

Name Holding Trade Value Shares
Change
Change in
Stake
BC
2001
Belmont Capital
California
$6K +$6.12K +25 New
PCFFS
2002
Pacific Center for Financial Services
California
$5K
FCAS
2003
First Command Advisory Services
Texas
$5K +$5.63K +23 New
FWA
2004
FSC Wealth Advisors
New York
$4K
LF
2005
Lee Financial
Texas
$4K +$245 +1 +6%
SIC
2006
SJS Investment Consulting
Ohio
$4K +$4.65K +19 New
CCM
2007
Cribstone Capital Management
Maine
$3K -$4.65K -19 -63%
FWM
2008
Focused Wealth Management
New York
$3K
HBW
2009
Hazlett, Burt & Watson
West Virginia
$3K
KFP
2010
KB Financial Partners
New Jersey
$3K
LIM
2011
Longfellow Investment Management
Massachusetts
$3K
WWMSC
2012
Wagner Wealth Management (South Carolina)
South Carolina
$3K
SFO
2013
Standard Family Office
South Dakota
$3K +$3.67K +15 New
LFA
2014
Legend Financial Advisors
Pennsylvania
$2.58K +$2.69K +11 New
TAM
2015
Tucker Asset Management
Colorado
$2.02K
WA
2016
WestEnd Advisors
North Carolina
$2K
PA
2017
PSI Advisors
Florida
$2K +$1.71K +7 New
PI
2018
PEAK6 Investments
Illinois
$1K -$1.16M -4,731 -100%
PO
2019
Private Ocean
California
$1K -$245 -1 -11%
APF
2020
Alaska Permanent Fund
Alaska
$1K
AWM
2021
AllSquare Wealth Management
New York
$1K
CAM
2022
ClariVest Asset Management
California
$1K
CMP
2023
Coston McIsaac & Partners
Maine
$1K
HS
2024
Horan Securities
United States
$1K
UFF
2025
USA Financial Formulas
Michigan
$1K