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Danaher
DHR

Name Holding Trade Value Shares
Change 		Change in
Stake
KC
2001
Kepos Capital
New York
$54K -$5.33K -23 -9%
IFS
2002
Intelligent Financial Strategies
Minnesota
$53.1K – – –
AWM
2003
Ameliora Wealth Management
Switzerland
$53.1K +$52.4K +226 New
CJL
2004
Cyrus J. Lawrence
New York
$53K – – –
HCM
2005
Highlander Capital Management
New Jersey
$53K – – –
PB
2006
Pinnacle Bancorp
Nebraska
$51K – – –
AIC
2007
Archer Investment Corporation
Indiana
$49.9K – – –
MFT
2008
Moisand Fitzgerald Tamayo
Florida
$49.9K +$18.1K +78 +58%
AWM
2009
Abound Wealth Management
Tennessee
$49.6K -$5.56K -24 -10%
PP
2010
PFS Partners
New Jersey
$49.4K – – –
ZIG
2011
Zullo Investment Group
Pennsylvania
$49.4K – – –
HDIM
2012
Hanson & Doremus Investment Management
Vermont
$49K +$9.5K +41 +24%
FA
2013
Financial Avengers
California
$48.5K +$232 +1 +0.5%
DMKJ
2014
David M. Knott Jr
$48K – – –
KA
2015
Kozak & Associates
Colorado
$48K – – –
IRC
2016
Investors Research Corp
Georgia
$44.6K – – –
BCMLT
2017
Beacon Capital Management LLC (Tennessee)
Tennessee
$41.4K +$3.25K +14 +9%
BBPWM
2018
Blue Bell Private Wealth Management
Pennsylvania
$39.8K – – –
CWP
2019
Concord Wealth Partners
Virginia
$39.3K +$38.7K +167 New
KTC
2020
Kistler-Tiffany Companies
Pennsylvania
$39K – – –
DCM
2021
Disciplina Capital Management
Tennessee
$38.6K – – –
AWM
2022
Accel Wealth Management
Iowa
$38.3K – – –
POIA
2023
Pin Oak Investment Advisors
Texas
$37K – – –
CP
2024
Castleview Partners
Texas
$36.6K -$11.1K -48 -24%
KFS
2025
Kelly Financial Services
Massachusetts
$36.1K – – –
79 80
81
82 83