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Danaher

Name Holding Trade Value Shares
Change
Change in
Stake
FA
2001
Financial Avengers
California
$42.4K -$4.89K -23 -11%
RFS
2002
Richardson Financial Services
Massachusetts
$42.1K +$38.7K +182 New
DMKJ
2003
David M. Knott Jr
$42K -$4.89K -23 -11%
FWM
2004
FSA Wealth Management
Massachusetts
$42K +$38.3K +180 New
IRC
2005
Investors Research Corp
Georgia
$41.6K -$4.89K -23 -11%
FCG
2006
Financial Connections Group
California
$41K +$38.1K +179 New
TIM
2007
Thompson Investment Management
Wisconsin
$39.5K -$4.68K -22 -11%
CWP
2008
Concord Wealth Partners
Virginia
$38.4K -$12.1K -57 -26%
RS
2009
Rakuten Securities
Japan
$35.6K +$32.8K +154 New
HDIM
2010
Hanson & Doremus Investment Management
Vermont
$35K -$4.04K -19 -11%
KA
2011
Kozak & Associates
Colorado
$34.7K -$8.3K -39 -20%
PCA
2012
Providence Capital Advisors
North Carolina
$34.2K +$9.36K +44 +42%
GWSG
2013
GPS Wealth Strategies Group
Colorado
$34.2K +$2.13K +10 +7%
AFS
2014
Annapolis Financial Services
Maryland
$33.8K -$4.04K -19 -12%
MCM
2015
MidAtlantic Capital Management
Virginia
$33.5K +$30.9K +145 New
CCA
2016
Catalyst Capital Advisors
New York
$32.2K -$71.9K -338 -71%
POIA
2017
Pin Oak Investment Advisors
Texas
$32K -$3.83K -18 -11%
SIS
2018
Sound Income Strategies
Florida
$31.2K -$3.62K -17 -11%
AFIA
2019
America First Investment Advisors
Nebraska
$31K -$3.62K -17 -11%
TIM
2020
Tortoise Investment Management
New York
$30.5K -$5.53K -26 -16%
DF
2021
Dunhill Financial
United Kingdom
$30.5K +$28.1K +132 New
IWP
2022
IAG Wealth Partners
Wisconsin
$29.8K -$3.62K -17 -12%
MAM
2023
Marquette Asset Management
Minnesota
$29.1K -$56.8K -267 -68%
MSWM
2024
Mowery & Schoenfeld Wealth Management
Illinois
$29.1K +$26.8K +126 New
WIA
2025
Wetzel Investment Advisors
Indiana
$29K +$27K +127 New