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Thermo Fisher Scientific
TMO

Name Holding Trade Value Shares
Change 		Change in
Stake
MPPLM
1701
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$334K +$313K +663 New
PPW
1702
Parcion Private Wealth
Washington
$333K -$47.2K -100 -13%
APA
1703
Allegiant Private Advisors
Florida
$332K – – –
CCP
1704
Cardan Capital Partners
Colorado
$332K +$21.7K +46 +8%
CFA
1705
Capstone Financial Advisors
Illinois
$331K -$139K -295 -31%
9WM
1706
9258 Wealth Management
Ohio
$331K -$3.77K -8 -1%
CL
1707
Choreo LLC
Illinois
$331K – – –
KTC
1708
Kistler-Tiffany Companies
Pennsylvania
$331K +$42.9K +91 +16%
TCBWMS
1709
Texas Capital Bank Wealth Management Services
Texas
$329K +$66.1K +140 +27%
SF
1710
Summit Financial
New Jersey
$329K +$307K +651 New
FCB
1711
First Command Bank
Texas
$328K – – –
FCFS
1712
First Command Financial Services
Texas
$328K – – –
SDJVC
1713
St. Denis J. Villere & Co
Louisiana
$327K – – –
CCA
1714
Cobblestone Capital Advisors
New York
$326K – – –
LSC
1715
Lesa Sroufe & Co
Washington
$326K – – –
PCS
1716
Personal CFO Solutions
New Jersey
$326K +$51.4K +109 +20%
PP
1717
Prudential plc
United Kingdom
$324K – – –
UC
1718
Unio Capital
New Jersey
$323K -$61.3K -130 -17%
TCOT
1719
Trust Company of Toledo
Ohio
$323K – – –
CA
1720
Calton & Associates
Florida
$323K +$38.2K +81 +15%
CFSG
1721
Community Financial Services Group
Vermont
$320K – – –
RWA
1722
RGT Wealth Advisors
Texas
$319K -$4.25K -9 -1%
CWP
1723
CFM Wealth Partners
Texas
$319K – – –
CSIC
1724
Clifford Swan Investment Counsel
California
$318K – – –
LFAS
1725
Level Four Advisory Services
Texas
$317K -$84.5K -179 -22%
67 68
69
70 71