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Danaher
DHR

Name Holding Trade Value Shares
Change 		Change in
Stake
NRG
2001
Nemes Rush Group
Michigan
$17.3K +$17.1K +81 New
OP
2002
ORG Partners
Indiana
$17.2K +$17.4K +82 New
CSB
2003
City State Bank
Iowa
$17K – – –
BWS
2004
Buck Wealth Strategies
Colorado
$15.6K -$8.47K -40 -35%
RG
2005
Retirement Group
California
$14.6K +$12.1K +57 +475%
MTIC
2006
Missouri Trust & Investment Company
Missouri
$14.4K – – –
TLCM
2007
Twin Lakes Capital Management
California
$13.3K +$212 +1 +2%
OLVIG
2008
Oliver Lagore Vanvalin Investment Group
Michigan
$12.7K -$3.39K -16 -21%
PGAM
2009
Princeton Global Asset Management
New Jersey
$12K +$5.93K +28 +100%
MFA
2010
McClarren Financial Advisors
Pennsylvania
$12K -$423 -2 -3%
BBPWM
2011
Blue Bell Private Wealth Management
Pennsylvania
$12K – – –
EA
2012
Evolution Advisers
Virginia
$12K – – –
TAM
2013
Tucker Asset Management
Colorado
$11.5K +$1.06K +5 +10%
BAM
2014
Byrne Asset Management
New Jersey
$11K – – –
GIS
2015
Grayhawk Investment Strategies
Alberta, Canada
$10.3K – – –
RA
2016
Rise Advisors
New York
$9.88K -$1.48K -7 -13%
SIA
2017
SkyView Investment Advisors
New Jersey
$9K +$4.45K +21 +100%
WAM
2018
Worth Asset Management
Texas
$8.88K – – –
HWM
2019
Horizons Wealth Management
North Carolina
$8.88K +$3.17K +15 +56%
SWM
2020
Sanctuary Wealth Management
Idaho
$8.88K +$8.89K +42 New
ICM
2021
Intrepid Capital Management
Florida
$7.92K +$7.83K +37 New
HF
2022
Halpern Financial
Virginia
$7.68K +$7.62K +36 New
AFG
2023
Albion Financial Group
Utah
$7.2K – – –
CWM
2024
Cranbrook Wealth Management
Michigan
$7.2K – – –
DI
2025
Disciplined Investments
Oklahoma
$7.2K +$1.91K +9 +36%
79 80
81
82 83