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Danaher

Name Holding Trade Value Shares
Change
Change in
Stake
HWM
2001
Horizons Wealth Management
North Carolina
$6K – – –
WWM
2002
Wolff Wiese Magana
California
$6K +$2.69K +11 +73%
BC
2003
Belmont Capital
California
$6K +$6.12K +25 New
PCFFS
2004
Pacific Center for Financial Services
California
$5K – – –
FCAS
2005
First Command Advisory Services
Texas
$5K +$5.63K +23 New
FWA
2006
FSC Wealth Advisors
New York
$4K – – –
LF
2007
Lee Financial
Texas
$4K +$245 +1 +6%
SIC
2008
SJS Investment Consulting
Ohio
$4K +$4.65K +19 New
CCM
2009
Cribstone Capital Management
Maine
$3K -$4.65K -19 -63%
FWM
2010
Focused Wealth Management
New York
$3K – – –
HBW
2011
Hazlett, Burt & Watson
West Virginia
$3K – – –
KFP
2012
KB Financial Partners
New Jersey
$3K – – –
LIM
2013
Longfellow Investment Management
Massachusetts
$3K – – –
WWMSC
2014
Wagner Wealth Management (South Carolina)
South Carolina
$3K – – –
SFO
2015
Standard Family Office
South Dakota
$3K +$3.67K +15 New
LFA
2016
Legend Financial Advisors
Pennsylvania
$2.58K +$2.69K +11 New
TAM
2017
Tucker Asset Management
Colorado
$2.02K – – –
WA
2018
WestEnd Advisors
North Carolina
$2K – – –
PA
2019
PSI Advisors
Florida
$2K +$1.71K +7 New
PI
2020
PEAK6 Investments
Illinois
$1K -$1.16M -4,731 -100%
PO
2021
Private Ocean
California
$1K -$245 -1 -11%
APF
2022
Alaska Permanent Fund
Alaska
$1K – – –
AWM
2023
AllSquare Wealth Management
New York
$1K – – –
CAM
2024
ClariVest Asset Management
California
$1K – – –
CMP
2025
Coston McIsaac & Partners
Maine
$1K – – –