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Thermo Fisher Scientific
TMO

Name Holding Trade Value Shares
Change 		Change in
Stake
ISWM
1626
Independent Solutions Wealth Management
New York
$581K -$143K -260 -20%
IFG
1627
Independent Financial Group
California
$580K +$226K +411 +63%
GCM
1628
Gables Capital Management
Florida
$580K – – –
FMTC
1629
Farmers & Merchants Trust Company
California
$578K +$162K +295 +38%
WAAG
1630
Wealth Alliance Advisory Group
Kansas
$577K – – –
CWM
1631
Castle Wealth Management
Florida
$573K +$580K +1,054 New
F
1632
F3Logic
Minnesota
$572K -$16K -29 -3%
KA
1633
Kozak & Associates
Colorado
$570K – – –
TPWA
1634
TRUE Private Wealth Advisors
Oregon
$567K -$63.3K -115 -10%
HGWM
1635
Horst & Graben Wealth Management
Oregon
$566K +$550 +1 +0.1%
CWM
1636
Cabot Wealth Management
Massachusetts
$562K – – –
HDIM
1637
Hanson & Doremus Investment Management
Vermont
$561K – – –
GDP
1638
Great Diamond Partners
Maine
$561K +$14.9K +27 +3%
CGA
1639
Crescent Grove Advisors
Illinois
$560K -$165K -299 -22%
SIA
1640
Strategic Investment Advisors
Michigan
$560K +$138K +251 +32%
RGF
1641
Retirement Guys Formula
Ohio
$556K +$52.8K +96 +10%
HFS
1642
HBC Financial Services
Washington
$553K – – –
GWANC
1643
Guardian Wealth Advisors (North Carolina)
North Carolina
$551K +$269K +488 +93%
DTC
1644
Davidson Trust Company
Washington
$550K – – –
PTC
1645
Provident Trust Company
Wisconsin
$549K – – –
CA
1646
Crewe Advisors
Utah
$548K +$221K +402 +66%
FPS
1647
Fieldpoint Private Securities
Connecticut
$546K -$1.46M -2,646 -72%
IFWM
1648
Institute for Wealth Management
Colorado
$546K – – –
KFS
1649
Kurt F. Somerville
$543K – – –
JAG
1650
Journey Advisory Group
Kentucky
$543K +$49.5K +90 +11%
64 65
66
67 68