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Danaher

Name Holding Trade Value Shares
Change
Change in
Stake
LFA
2001
Level Financial Advisors
New York
$55K +$1.39K +6 +3%
CPG
2002
Cornerstone Planning Group
New Jersey
$54.2K +$52.4K +226 New
KC
2003
Kepos Capital
New York
$54K -$5.33K -23 -9%
IFS
2004
Intelligent Financial Strategies
Minnesota
$53.1K – – –
AWM
2005
Ameliora Wealth Management
Switzerland
$53.1K +$52.4K +226 New
CJL
2006
Cyrus J. Lawrence
New York
$53K – – –
HCM
2007
Highlander Capital Management
New Jersey
$53K – – –
PB
2008
Pinnacle Bancorp
Nebraska
$51K – – –
AIC
2009
Archer Investment Corporation
Indiana
$49.9K – – –
MFT
2010
Moisand Fitzgerald Tamayo
Florida
$49.9K +$18.1K +78 +58%
AWM
2011
Abound Wealth Management
Tennessee
$49.6K -$5.56K -24 -10%
PP
2012
PFS Partners
New Jersey
$49.4K – – –
ZIG
2013
Zullo Investment Group
Pennsylvania
$49.4K – – –
HDIM
2014
Hanson & Doremus Investment Management
Vermont
$49K +$9.5K +41 +24%
FA
2015
Financial Avengers
California
$48.5K +$232 +1 +0.5%
DMKJ
2016
David M. Knott Jr
$48K – – –
KA
2017
Kozak & Associates
Colorado
$48K – – –
IRC
2018
Investors Research Corp
Georgia
$44.6K – – –
BCMLT
2019
Beacon Capital Management LLC (Tennessee)
Tennessee
$41.4K +$3.25K +14 +9%
BBPWM
2020
Blue Bell Private Wealth Management
Pennsylvania
$39.8K – – –
CWP
2021
Concord Wealth Partners
Virginia
$39.3K +$38.7K +167 New
KTC
2022
Kistler-Tiffany Companies
Pennsylvania
$39K – – –
DCM
2023
Disciplina Capital Management
Tennessee
$38.6K – – –
AWM
2024
Accel Wealth Management
Iowa
$38.3K – – –
POIA
2025
Pin Oak Investment Advisors
Texas
$37K – – –