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Danaher
DHR

Name Holding Trade Value Shares
Change 		Change in
Stake
CCM
2001
Chilton Capital Management
Texas
$34.7K +$38.3K +180 +6,000%
DMKJ
2002
David M. Knott Jr
$34.1K – – –
BIA
2003
Bell Investment Advisors
California
$33.6K -$11.3K -53 -23%
BFP
2004
Birchwood Financial Partners
Minnesota
$33.4K -$213 -1 -0.6%
SC
2005
Solstein Capital
California
$33.2K – – –
CMA
2006
Cedar Mountain Advisors
Oregon
$31.9K +$8.94K +42 +33%
SWA
2007
SOA Wealth Advisors
New York
$31.7K – – –
FLP
2008
Financial Life Planners
Arizona
$30.2K +$33.9K +159 New
EWM
2009
Evolution Wealth Management
Florida
$29.2K +$22.1K +104 +208%
RTL
2010
Red Tortoise LLC
Georgia
$29K – – –
C
2011
Covestor
United Kingdom
$29K -$21.7K -102 -40%
OWP
2012
ORG Wealth Partners
Texas
$28.8K +$32.4K +152 New
WTA
2013
Washington Trust Advisors
Massachusetts
$28.4K – – –
TWM
2014
Tripletail Wealth Management
Florida
$27.7K – – –
RWM
2015
Raffa Wealth Management
District of Columbia
$27.3K +$2.56K +12 +9%
TIAAOA
2016
Teachers Insurance & Annuity Association of America
New York
$26.5K – – –
DWP
2017
Destiny Wealth Partners
Florida
$26.5K +$29.8K +140 New
SIS
2018
Sound Income Strategies
Florida
$26.3K -$9.16K -43 -24%
TIM
2019
Thompson Investment Management
Wisconsin
$26.3K – – –
JFA
2020
JNBA Financial Advisors
Minnesota
$25.6K +$4.9K +23 +21%
WOSD
2021
WFA of San Diego
California
$25.4K – – –
TCM
2022
Triumph Capital Management
Colorado
$25.1K +$16.2K +76 +136%
MSG
2023
Main Street Group
Virginia
$25K +$28.1K +132 New
EIP
2024
Essential Investment Partners
Colorado
$24.6K – – –
MAM
2025
Marquette Asset Management
Minnesota
$24.3K -$2.13K -10 -7%
79 80
81
82 83