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Thermo Fisher Scientific
TMO

Name Holding Trade Value Shares
Change 		Change in
Stake
RWM
2001
Raffa Wealth Management
District of Columbia
$14K – – –
HF
2002
Halpern Financial
Virginia
$12.1K – – –
CFN
2003
Cordasco Financial Network
Florida
$12K -$11.7K -25 -50%
CFD
2004
Creative Financial Designs
Indiana
$12K -$11.3K -24 -49%
SL
2005
Savior LLC
Massachusetts
$12K -$2.34K -5 -17%
NFSG
2006
Newbridge Financial Services Group
Florida
$11K – – –
TI
2007
Truehand Inc
New Hampshire
$11K – – –
MS
2008
Marshall & Sullivan
Washington
$10.1K -$2.53M -5,397 -53%
ONST
2009
Old North State Trust
North Carolina
$10K +$7.5K +16 +267%
BCM
2010
Bourgeon Capital Management
Connecticut
$9K – – –
RF
2011
Robbins Farley
New Hampshire
$8K +$7.97K +17 New
EIP
2012
Ellis Investment Partners
Pennsylvania
$7K -$11.7K -25 -64%
TJHA
2013
Thomas J. Herzfeld Advisors
Florida
$7K – – –
CWM
2014
Curi Wealth Management
North Carolina
$7K +$7.97K +17 New
GWMIA
2015
Global Wealth Management Investment Advisory
Florida
$6K +$469 +1 +9%
MFT
2016
Moisand Fitzgerald Tamayo
Florida
$5K +$4.69K +10 New
PP
2017
Pacifica Partners
Canada
$5K +$4.69K +10 New
WAS
2018
Winch Advisory Services
Wisconsin
$5K +$4.69K +10 New
DWM
2019
Defined Wealth Management
Oregon
$5K +$5.16K +11 New
IA
2020
Inspire Advisors
Idaho
$5K +$5.16K +11 New
MIM
2021
Merrion Investment Management
New Jersey
$5K +$5.16K +11 New
CIA
2022
CSat Investment Advisory
Michigan
$3K -$1.02M -2,174 -100%
CCM
2023
Copeland Capital Management
Pennsylvania
$3K – – –
PCFFS
2024
Pacific Center for Financial Services
California
$3K – – –
RBC
2025
Roble Belko & Company
Pennsylvania
$3K – – –
79 80
81
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