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Thermo Fisher Scientific
TMO

Name Holding Trade Value Shares
Change 		Change in
Stake
PA
2001
ProCore Advisors
California
$333K -$18.2K -38 -5%
ONSWM
2002
Old North State Wealth Management
North Carolina
$333K +$28.8K +60 +10%
BI
2003
Bolthouse Investments
California
$332K +$318K +662 New
TCOT
2004
Trust Company of Toledo
Ohio
$331K +$15.4K +32 +5%
LRIA
2005
Leonard Rickey Investment Advisors
Washington
$331K +$317K +660 New
HCM
2006
Heathbridge Capital Management
Ontario, Canada
$331K +$101K +210 +47%
CP
2007
Castleview Partners
Texas
$330K -$960 -2 -0.3%
CASB
2008
Cape Ann Savings Bank
Massachusetts
$330K +$45.6K +95 +17%
RBFC
2009
Roman Butler Fullerton & Co
Missouri
$329K +$480 +1 +0.2%
FWA
2010
Flagship Wealth Advisors
Massachusetts
$329K – – –
OSNBOA
2011
Old Second National Bank of Aurora
Illinois
$327K -$188K -392 -38%
OWP
2012
Obermeyer Wealth Partners
Colorado
$327K -$20.6K -43 -6%
CAM
2013
Costello Asset Management
Pennsylvania
$327K +$6.24K +13 +2%
EM
2014
Excalibur Management
Massachusetts
$326K – – –
ARA
2015
Approach Retirement Advisors
Alabama
$326K – – –
DHC
2016
Drum Hill Capital
Connecticut
$326K – – –
CWP
2017
Concord Wealth Partners
Virginia
$325K +$46.6K +97 +18%
EC
2018
Enhancing Capital
Pennsylvania
$325K +$68.6K +143 +28%
APW
2019
Aventura Private Wealth
Florida
$325K +$27.8K +58 +10%
5NPW
2020
55 North Private Wealth
Florida
$322K -$91.2K -190 -23%
WAG
2021
Wallace Advisory Group
California
$322K +$7.2K +15 +2%
LA
2022
Layline Advisors
New York
$321K -$9.6K -20 -3%
TFA
2023
Transamerica Financial Advisors
Florida
$321K -$3.8M -7,922 -93%
BPAMU
2024
BTG Pactual Asset Management US
New York
$320K +$307K +639 New
SIA
2025
Strategic Investment Advisors
Michigan
$319K +$23.5K +49 +8%
79 80
81
82 83