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Thermo Fisher Scientific
TMO

Name Holding Trade Value Shares
Change 		Change in
Stake
CWM
1651
Castle Wealth Management
Florida
$535K – – –
PWMAG
1652
Pinnacle Wealth Management Advisory Group
New Jersey
$534K +$292K +522 +98%
BTWM
1653
Baker Tilly Wealth Management
Wisconsin
$533K -$23.5K -42 -4%
F
1654
F3Logic
Minnesota
$533K -$560 -1 -0.1%
IFG
1655
Independent Financial Group
California
$533K -$9.51K -17 -2%
PWMG
1656
Prestige Wealth Management Group
New Jersey
$531K +$61K +109 +12%
FAG
1657
Fortitude Advisory Group
Washington
$529K +$31.3K +56 +6%
HGWM
1658
Horst & Graben Wealth Management
Oregon
$528K – – –
GL
1659
Graypoint LLC
New York
$527K +$190K +339 +48%
KA
1660
Kozak & Associates
Colorado
$525K – – –
CT
1661
Colonial Trust
South Carolina
$520K +$574K +1,025 New
GDP
1662
Great Diamond Partners
Maine
$519K -$5.04K -9 -0.9%
EFM
1663
E Fund Management
China
$518K +$31.3K +56 +6%
KFS
1664
Kaizen Financial Strategies
California
$516K +$112K +200 +24%
ISWM
1665
Independent Solutions Wealth Management
New York
$515K -$30.8K -55 -5%
TPWA
1666
TRUE Private Wealth Advisors
Oregon
$514K -$17.3K -31 -3%
DTC
1667
Davidson Trust Company
Washington
$514K – – –
PTC
1668
Provident Trust Company
Wisconsin
$512K – – –
IFWM
1669
Institute for Wealth Management
Colorado
$510K – – –
RGF
1670
Retirement Guys Formula
Ohio
$509K -$11.8K -21 -2%
PAS
1671
Professional Advisory Services
Florida
$507K -$40.3K -72 -7%
HFS
1672
HBC Financial Services
Washington
$507K – – –
KFS
1673
Kurt F. Somerville
$507K – – –
AA
1674
Alta Advisers
United Kingdom
$507K +$560K +1,000 New
BCFD
1675
Boit C.F. David
$507K +$560K +1,000 New
65 66
67
68 69