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Thermo Fisher Scientific
TMO

Name Holding Trade Value Shares
Change 		Change in
Stake
FTIS
1951
First Trust Investment Solutions
Florida
$365K +$333K +687 New
FFA
1952
Founders Financial Alliance
North Carolina
$364K +$62.4K +129 +23%
VWM
1953
Valley Wealth Managers
New Jersey
$364K +$68.7K +142 +26%
HCC
1954
Hirtle Callaghan & Co
Pennsylvania
$364K +$332K +685 New
TNA
1955
True North Advisors
Texas
$364K -$30K -62 -8%
CWM
1956
Capital Wealth Management
Rhode Island
$359K +$1.45K +3 +0.4%
SPL
1957
Smart Portfolios LLC
Washington
$359K +$318K +657 New
DG
1958
DMC Group
Alabama
$359K +$40.7K +84 +14%
FBB
1959
Fulton Breakefield Broenniman
Maryland
$359K -$71.6K -148 -18%
KFGK
1960
Keystone Financial Group (Kentucky)
Kentucky
$358K -$32.9K -68 -9%
SWM
1961
Silverlake Wealth Management
Vermont
$358K -$8.71K -18 -3%
AGP
1962
Autumn Glory Partners
Texas
$358K – – –
CIP
1963
Convergence Investment Partners
Florida
$356K -$6.29K -13 -2%
SGC
1964
Slocum, Gordon & Co
Rhode Island
$352K – – –
CWM
1965
Cabot Wealth Management
Massachusetts
$352K +$4.36K +9 +1%
GAM
1966
Garrison Asset Management
Arkansas
$352K +$321K +663 New
CCT
1967
Chemung Canal Trust
New York
$351K +$59.1K +122 +23%
CWM
1968
Cornerstone Wealth Management
Missouri
$350K -$21.3K -44 -6%
CCA
1969
Cobblestone Capital Advisors
New York
$350K – – –
BWM
1970
Bulltick Wealth Management
Florida
$349K +$968 +2 +0.3%
NFG
1971
Nations Financial Group
Iowa
$349K -$24.7K -51 -7%
SRC
1972
Sage Rhino Capital
California
$349K -$12.6K -26 -4%
FBT
1973
First Bankers Trust
Kentucky
$348K +$82.3K +170 +35%
APW
1974
Austin Private Wealth
Texas
$347K +$23.7K +49 +8%
WFA
1975
WestHill Financial Advisors
California
$346K -$484 -1 -0.2%
77 78
79
80 81