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Danaher
DHR

Name Holding Trade Value Shares
Change 		Change in
Stake
FWM
2001
FSA Wealth Management
Massachusetts
$42K +$38.3K +180 New
IRC
2002
Investors Research Corp
Georgia
$41.6K -$4.89K -23 -11%
FCG
2003
Financial Connections Group
California
$41K +$38.1K +179 New
TIM
2004
Thompson Investment Management
Wisconsin
$39.5K -$4.68K -22 -11%
CWP
2005
Concord Wealth Partners
Virginia
$38.4K -$12.1K -57 -26%
RS
2006
Rakuten Securities
Japan
$35.6K +$32.8K +154 New
HDIM
2007
Hanson & Doremus Investment Management
Vermont
$35K -$4.04K -19 -11%
KA
2008
Kozak & Associates
Colorado
$34.7K -$8.3K -39 -20%
PCA
2009
Providence Capital Advisors
North Carolina
$34.2K +$9.36K +44 +42%
GWSG
2010
GPS Wealth Strategies Group
Colorado
$34.2K +$2.13K +10 +7%
AFS
2011
Annapolis Financial Services
Maryland
$33.8K -$4.04K -19 -12%
MCM
2012
MidAtlantic Capital Management
Virginia
$33.5K +$30.9K +145 New
CCA
2013
Catalyst Capital Advisors
New York
$32.2K -$71.9K -338 -71%
POIA
2014
Pin Oak Investment Advisors
Texas
$32K -$3.83K -18 -11%
SIS
2015
Sound Income Strategies
Florida
$31.2K -$3.62K -17 -11%
AFIA
2016
America First Investment Advisors
Nebraska
$31K -$3.62K -17 -11%
TIM
2017
Tortoise Investment Management
New York
$30.5K -$5.53K -26 -16%
DF
2018
Dunhill Financial
United Kingdom
$30.5K +$28.1K +132 New
IWP
2019
IAG Wealth Partners
Wisconsin
$29.8K -$3.62K -17 -12%
MAM
2020
Marquette Asset Management
Minnesota
$29.1K -$56.8K -267 -68%
MSWM
2021
Mowery & Schoenfeld Wealth Management
Illinois
$29.1K +$26.8K +126 New
WIA
2022
Wetzel Investment Advisors
Indiana
$29K +$27K +127 New
CPA
2023
Clear Point Advisors
New York
$28.7K +$26.4K +124 New
SVCP
2024
Silicon Valley Capital Partners
California
$27.8K -$3.19K -15 -11%
BC
2025
Blackhill Capital
New Jersey
$27.8K -$3.19K -15 -11%
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