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Thermo Fisher Scientific
TMO

Name Holding Trade Value Shares
Change 		Change in
Stake
AIL
1976
AGF Investments LLC
Ontario, Canada
$22K -$5.63K -12 -20%
HWM
1977
HighMark Wealth Management
Minnesota
$22K +$2.81K +6 +15%
ADIM
1978
Alpha DNA Investment Management
Maryland
$22K +$22.5K +48 New
WLPWM
1979
Walled Lake Planning & Wealth Management
Illinois
$21K -$4.69K -10 -18%
CWM
1980
Cranbrook Wealth Management
Michigan
$21K – – –
SN
1981
Sittner & Nelson
Oregon
$21K +$21.1K +45 New
AP
1982
Arlington Partners
Alabama
$21K +$21.6K +46 New
PWMG
1983
Prestige Wealth Management Group
New Jersey
$20K -$52K -111 -72%
PO
1984
Private Ocean
California
$20K – – –
VNA
1985
Valley National Advisers
Pennsylvania
$20K – – –
NC
1986
NewSquare Capital
Pennsylvania
$19K – – –
GTAM
1987
Global Trust Asset Management
Florida
$19K +$4.69K +10 +33%
MF
1988
Manchester Financial
California
$18K -$1.41K -3 -7%
APWA
1989
Atlas Private Wealth Advisors
New Jersey
$18K +$6.09K +13 +52%
JWA
1990
JFS Wealth Advisors
Pennsylvania
$18K +$17.8K +38 New
CCA
1991
Column Capital Advisors
Indiana
$17K -$18.3K -39 -52%
SIS
1992
Sound Income Strategies
Florida
$17K – – –
SFA
1993
Semmax Financial Advisors
North Carolina
$17K +$9.38K +20 +118%
HS
1994
Horan Securities
United States
$16K +$10.3K +22 +169%
SIAP
1995
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$16K +$15.9K +34 New
TIM
1996
Tortoise Investment Management
New York
$16K +$16.4K +35 New
KCM
1997
Kathmere Capital Management
Pennsylvania
$15K +$15.5K +33 New
EWM
1998
Edge Wealth Management
New York
$14K – – –
SAI
1999
Systematic Alpha Investments
New Jersey
$14K +$13.6K +29 New
MLFP
2000
MPS Loria Financial Planners
Illinois
$14K +$14.1K +30 New
78 79
80
81 82