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Thermo Fisher Scientific
TMO

Name Holding Trade Value Shares
Change 		Change in
Stake
PBC
1976
Pavion Blue Capital
California
$303K – – –
CPC
1977
Congress Park Capital
New York
$303K +$45K +85 +18%
DM
1978
Diker Management
New York
$303K – – –
CG
1979
Clifford Group
Massachusetts
$302K +$291K +549 New
FAM
1980
Formidable Asset Management
Ohio
$302K – – –
BWP
1981
Balboa Wealth Partners
Arizona
$302K -$28.6K -54 -9%
PPP
1982
Private Portfolio Partners
New Jersey
$301K – – –
LSC
1983
Lesa Sroufe & Co
Washington
$301K – – –
SIMG
1984
Sonora Investment Management Group
Arizona
$301K +$24.9K +47 +9%
PGA
1985
Portland Global Advisors
Maine
$300K – – –
GC
1986
GFG Capital
Florida
$300K +$288K +544 New
SMA
1987
Sage Mountain Advisors
Georgia
$298K +$33.9K +64 +13%
PCM
1988
Penserra Capital Management
California
$298K +$53K +100 +23%
MKA
1989
M. Kulyk & Associates
Georgia
$298K – – –
PWA
1990
Physician Wealth Advisors
Utah
$297K -$1.59K -3 -0.6%
LBA
1991
Lowell Blake & Associates
Massachusetts
$296K – – –
LAS
1992
LWM Advisory Services
Florida
$295K -$420K -793 -61%
ANBT
1993
American National Bank & Trust
Texas
$294K +$108K +204 +62%
WAM
1994
Weatherly Asset Management
California
$294K – – –
TFA
1995
Transamerica Financial Advisors
Florida
$293K -$5.83K -11 -2%
S
1996
SimplyRich
California
$292K -$92.2K -174 -25%
VWA
1997
Visionary Wealth Advisors
Illinois
$292K -$5.3K -10 -2%
WIA
1998
Westbourne Investment Advisors
Maryland
$291K +$10.6K +20 +4%
BA
1999
Bristlecone Advisors
Washington
$291K +$11.1K +21 +4%
VWM
2000
Valley Wealth Managers
New Jersey
$290K -$26.5K -50 -9%
78 79
80
81 82