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Danaher
DHR

Name Holding Trade Value Shares
Change 		Change in
Stake
BC
2001
Barrett & Company
Rhode Island
$106K +$12.2K +50 +13%
SL
2002
Salomon & Ludwin
Virginia
$101K +$24.2K +99 +32%
KC
2003
Kepos Capital
New York
$101K -$10K -41 -9%
PO
2004
Private Ocean
California
$99.9K – – –
AP
2005
Atwood & Palmer
Missouri
$98.6K -$7.57K -31 -7%
JWA
2006
JFS Wealth Advisors
Pennsylvania
$98.6K +$12.2K +50 +14%
CWAF
2007
Core Wealth Advisors (Florida)
Florida
$93.6K – – –
DMBA
2008
Deseret Mutual Benefit Administrators
Utah
$92.6K +$1.71K +7 +2%
SWA
2009
SOA Wealth Advisors
New York
$91.9K – – –
DCM
2010
Disciplina Capital Management
Tennessee
$91.6K – – –
VAG
2011
VisionPoint Advisory Group
Texas
$88.4K -$95.4K -391 -52%
OC
2012
Oakworth Capital
Alabama
$87.9K -$3.66K -15 -4%
RA
2013
Rise Advisors
New York
$87.2K +$85.2K +349 New
KFI
2014
Key Financial Inc
Pennsylvania
$86.9K – – –
BIM
2015
Breakwater Investment Management
Washington
$86.4K +$84.4K +346 New
FMP
2016
Financial Management Professionals
Texas
$85K -$4.39K -18 -5%
AWM
2017
Abound Wealth Management
Tennessee
$83.2K +$15.9K +65 +24%
BIA
2018
Bell Investment Advisors
California
$81.9K +$732 +3 +0.9%
VCM
2019
Versant Capital Management
Arizona
$80.4K -$19.3K -79 -20%
C
2020
Covestor
United Kingdom
$80K +$7.08K +29 +10%
EWP
2021
Elevation Wealth Partners
California
$79.7K – – –
IGWM
2022
ICA Group Wealth Management
Colorado
$79.5K -$2.68K -11 -3%
HIIFS
2023
Harel Insurance Investments & Financial Services
Israel
$78K -$2.44K -10 -3%
DCP
2024
DSM Capital Partners
Florida
$76.2K – – –
HGERS
2025
Householder Group Estate & Retirement Specialist
Arizona
$75.7K – – –
79 80
81
82 83