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Danaher
DHR

Name Holding Trade Value Shares
Change 		Change in
Stake
JWM
2001
JPL Wealth Management
Colorado
$25.2K +$25.3K +127 New
GCGDR
2002
Geo Capital Gestora de Recursos
Brazil
$25K -$1.71M -8,594 -99%
CMA
2003
Cedar Mountain Advisors
Oregon
$25K +$1.59K +8 +7%
IWP
2004
IAG Wealth Partners
Wisconsin
$25K – – –
WIM
2005
Westside Investment Management
California
$24.7K – – –
BWL
2006
Bogart Wealth LLC
Virginia
$24.6K -$71K -357 -74%
FMP
2007
Financial Management Professionals
Texas
$23.8K -$14.5K -73 -38%
RWM
2008
Raffa Wealth Management
District of Columbia
$23.6K +$2.39K +12 +11%
RWM
2009
Rialto Wealth Management
New York
$23.4K -$9.15K -46 -28%
PGAM
2010
Princeton Global Asset Management
New Jersey
$23.1K – – –
RP
2011
Raelipskie Partnership
Ontario, Canada
$22.2K – – –
LAMC
2012
Longview Asset Management (California)
California
$22K – – –
POIA
2013
Pin Oak Investment Advisors
Texas
$21.8K -$5.97K -30 -21%
GA
2014
GoalVest Advisory
New York
$21.8K – – –
LFASL
2015
Lugano Financial Advisors SA (LFA)
Switzerland
$21.8K – – –
EPAM
2016
Evelyn Partners Asset Management
$21K – – –
DWM
2017
Darwin Wealth Management
Florida
$20.8K – – –
BAM
2018
Bellevue Asset Management
Washington
$19.9K – – –
APW
2019
Atlantic Private Wealth
North Carolina
$19.8K – – –
JFA
2020
JNBA Financial Advisors
Minnesota
$19.8K – – –
KOCAA
2021
Knights of Columbus Asset Advisors
Connecticut
$19.8K – – –
DFA
2022
DHJJ Financial Advisors
Illinois
$19.6K – – –
TPBG
2023
Turning Point Benefit Group
Maryland
$19.2K +$17.9K +90 New
PWA
2024
Provenance Wealth Advisors
Florida
$19K – – –
GA
2025
Guerra Advisors
Florida
$19K +$19.1K +96 New
79 80
81
82 83