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Danaher
DHR

Name Holding Trade Value Shares
Change 		Change in
Stake
MMG
2001
Monetary Management Group
Missouri
$39.5K – – –
RAM
2002
Ramirez Asset Management
New York
$39.5K +$38.8K +200 New
CPBTD
2003
Central Pacific Bank - Trust Division
Hawaii
$39.1K -$837K -4,315 -96%
AWM
2004
Abound Wealth Management
Tennessee
$38.9K +$2.71K +14 +8%
FMP
2005
Financial Management Professionals
Texas
$38.2K +$6.4K +33 +21%
MSWM
2006
Mowery & Schoenfeld Wealth Management
Illinois
$37.7K -$2.33K -12 -6%
FFA
2007
Frazier Financial Advisors
Ohio
$37.3K +$3.69K +19 +11%
PP
2008
PFS Partners
New Jersey
$37.2K – – –
MFT
2009
Moisand Fitzgerald Tamayo
Florida
$37.1K – – –
APW
2010
Acima Private Wealth
Virginia
$36.5K – – –
FA
2011
Financial Avengers
California
$36.5K +$194 +1 +0.5%
RFS
2012
Richardson Financial Services
Massachusetts
$36K – – –
DMKJ
2013
David M. Knott Jr
$35.6K – – –
FWM
2014
FSA Wealth Management
Massachusetts
$35.6K – – –
AWM
2015
Accredited Wealth Management
Kentucky
$34.6K – – –
SC
2016
Solstein Capital
California
$34.6K – – –
SWA
2017
SOA Wealth Advisors
New York
$33.2K -$970 -5 -3%
DM
2018
Deerfield Management
New York
$33.2K +$32.6K +168 New
RWM
2019
Rialto Wealth Management
New York
$32.3K +$1.55K +8 +5%
SIS
2020
Sound Income Strategies
Florida
$31.2K +$3.1K +16 +11%
SO
2021
Sierra Ocean
California
$30.8K +$2.91K +15 +11%
DCBT
2022
Dakota Community Bank & Trust
North Dakota
$30.4K -$34.9K -180 -54%
RTL
2023
Red Tortoise LLC
Georgia
$30.4K +$19K +98 +175%
SFCL
2024
Strengthening Families & Communities LLC
Massachusetts
$28.7K -$22.1K -114 -45%
HC
2025
Hurley Capital
New York
$28.1K – – –
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81
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