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Danaher
DHR

Name Holding Trade Value Shares
Change 		Change in
Stake
EWP
2001
Elevation Wealth Partners
California
$79.7K – – –
HIIFS
2002
Harel Insurance Investments & Financial Services
Israel
$78K – – –
CPG
2003
Cornerstone Planning Group
New Jersey
$77.6K -$3.54K -14 -5%
DCP
2004
DSM Capital Partners
Florida
$76.2K – – –
PB
2005
Pinnacle Bancorp
Nebraska
$75K – – –
QL
2006
Quarry LP
New York
$74.5K +$53.8K +213 +251%
HGERS
2007
Householder Group Estate & Retirement Specialist
Arizona
$74K -$1.26K -5 -2%
TSWM
2008
Tyler-Stone Wealth Management
Ohio
$72.7K +$15.2K +60 +26%
DCBT
2009
Dakota Community Bank & Trust
North Dakota
$71.2K -$2.53K -10 -3%
BCPWM
2010
Bradley & Co Private Wealth Management
Florida
$69.2K – – –
SN
2011
Sittner & Nelson
Oregon
$67.7K – – –
NBT
2012
Northwest Bank & Trust
Iowa
$67.7K – – –
IUHSA
2013
Itau Unibanco Holding S.A.
Brazil
$67K +$67.7K +268 New
HDIM
2014
Hanson & Doremus Investment Management
Vermont
$65K +$2.53K +10 +4%
RI
2015
Ridgewood Investments
New Jersey
$63.8K +$64.4K +255 New
LIA
2016
Lynx Investment Advisory
District of Columbia
$63.4K +$64.2K +254 New
BFPW
2017
BOK Financial Private Wealth
Colorado
$63.3K – – –
OAJ
2018
Ogorek Anthony Joseph
New York
$63K – – –
SC
2019
Solstein Capital
California
$61K – – –
AFS
2020
Annapolis Financial Services
Maryland
$58K – – –
TVWM
2021
Tower View Wealth Management
Wisconsin
$56.4K -$3.81M -15,096 -99%
C
2022
Covestor
United Kingdom
$56K -$24.3K -96 -30%
AWM
2023
Abound Wealth Management
Tennessee
$56K -$27.5K -109 -33%
GWP
2024
Gen-Wealth Partners
Michigan
$53.2K +$505 +2 +0.9%
BCMLT
2025
Beacon Capital Management LLC (Tennessee)
Tennessee
$52.7K – – –
79 80
81
82 83