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Thermo Fisher Scientific
TMO

Name Holding Trade Value Shares
Change 		Change in
Stake
CPWM
2726
Cypress Point Wealth Management
Texas
– -$236K -480 Closed
CCM
2727
Colorado Capital Management
Colorado
– -$235K -479 Closed
SMA
2728
Seven Mile Advisory
New Jersey
– -$235K -479 Closed
S
2729
SimplyRich
California
– -$235K -479 Closed
EL
2730
EWA LLC
Pennsylvania
– -$233K -474 Closed
DWP
2731
Destiny Wealth Partners
Florida
– -$230K -467 Closed
GSC
2732
Ground Swell Capital
South Carolina
– -$224K -456 Closed
SWA
2733
Strata Wealth Advisors
Texas
– -$221K -449 Closed
AR
2734
Altar Rock
New York
– -$218K -444 Closed
OFS
2735
OneAscent Financial Services
Alabama
– -$216K -440 Closed
WG
2736
Wealth Group
North Carolina
– -$216K -439 Closed
NC
2737
NewSquare Capital
Pennsylvania
– -$215K -437 Closed
CFSG
2738
Clark Financial Services Group
Missouri
– -$213K -433 Closed
CWWM
2739
Clear Wave Wealth Management
New Jersey
– -$213K -433 Closed
ALA
2740
Atlas Legacy Advisors
California
– -$211K -430 Closed
CCC
2741
Chesapeake Capital Corp
Florida
– -$210K -428 Closed
SWP
2742
Semus Wealth Partners
Florida
– -$210K -428 Closed
PFM
2743
Patton Fund Management
Texas
– -$208K -423 Closed
4WM
2744
49 Wealth Management
Texas
– -$205K -418 Closed
CWMK
2745
Caliber Wealth Management (Kansas)
Kansas
– -$201K -409 Closed
TPWA
2746
Twin Peaks Wealth Advisors
California
– -$173K -352 Closed
GWSA
2747
Global Wealth Strategies & Associates
Colorado
– -$158K -322 Closed
SA
2748
Scarborough Advisors
Maryland
– -$129K -263 Closed
TLFA
2749
True Link Financial Advisors
California
– -$111K -225 Closed
GAA
2750
Global Assets Advisory
Florida
– -$74.7K -152 Closed
108 109
110
111 112