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Danaher
DHR

Name Holding Trade Value Shares
Change 		Change in
Stake
MAM
2001
Marquette Asset Management
Minnesota
$25.4K +$398 +2 +2%
JWM
2002
JPL Wealth Management
Colorado
$25.2K +$25.3K +127 New
GCGDR
2003
Geo Capital Gestora de Recursos
Brazil
$25K -$1.71M -8,594 -99%
CMA
2004
Cedar Mountain Advisors
Oregon
$25K +$1.59K +8 +7%
IWP
2005
IAG Wealth Partners
Wisconsin
$25K – – –
WIM
2006
Westside Investment Management
California
$24.7K – – –
BWL
2007
Bogart Wealth LLC
Virginia
$24.6K -$71K -357 -74%
FMP
2008
Financial Management Professionals
Texas
$23.8K -$14.5K -73 -38%
RWM
2009
Raffa Wealth Management
District of Columbia
$23.6K +$2.39K +12 +11%
RWM
2010
Rialto Wealth Management
New York
$23.4K -$9.15K -46 -28%
PGAM
2011
Princeton Global Asset Management
New Jersey
$23.1K – – –
RP
2012
Raelipskie Partnership
Ontario, Canada
$22.2K – – –
LAMC
2013
Longview Asset Management (California)
California
$22K – – –
POIA
2014
Pin Oak Investment Advisors
Texas
$21.8K -$5.97K -30 -21%
GA
2015
GoalVest Advisory
New York
$21.8K – – –
LFASL
2016
Lugano Financial Advisors SA (LFA)
Switzerland
$21.8K – – –
EPAM
2017
Evelyn Partners Asset Management
$21K – – –
DWM
2018
Darwin Wealth Management
Florida
$20.8K – – –
BAM
2019
Bellevue Asset Management
Washington
$19.9K – – –
APW
2020
Atlantic Private Wealth
North Carolina
$19.8K – – –
IAG
2021
Innovative Advisory Group
Massachusetts
$19.8K – – –
JFA
2022
JNBA Financial Advisors
Minnesota
$19.8K – – –
KOCAA
2023
Knights of Columbus Asset Advisors
Connecticut
$19.8K – – –
DFA
2024
DHJJ Financial Advisors
Illinois
$19.6K – – –
TPBG
2025
Turning Point Benefit Group
Maryland
$19.2K +$17.9K +90 New
79 80
81
82 83