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Thermo Fisher Scientific
TMO

Name Holding Trade Value Shares
Change 		Change in
Stake
APWA
2001
Atlas Private Wealth Advisors
New Jersey
$21K +$4.3K +9 +24%
SIAP
2002
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$21K +$5.73K +12 +35%
PWMG
2003
Prestige Wealth Management Group
New Jersey
$20K -$477 -1 -2%
PO
2004
Private Ocean
California
$19K – – –
NC
2005
NewSquare Capital
Pennsylvania
$18K – – –
EWM
2006
Edge Wealth Management
New York
$18K +$4.77K +10 +33%
BFC
2007
Bedel Financial Consulting
Indiana
$18K +$19.1K +40 New
RWM
2008
Raffa Wealth Management
District of Columbia
$17.8K +$4.3K +9 +30%
JWA
2009
JFS Wealth Advisors
Pennsylvania
$17K – – –
SIS
2010
Sound Income Strategies
Florida
$16.9K – – –
CCA
2011
Column Capital Advisors
Indiana
$16K – – –
GTAM
2012
Global Trust Asset Management
Florida
$14K -$4.77K -10 -25%
MLFP
2013
MPS Loria Financial Planners
Illinois
$13K – – –
SAI
2014
Systematic Alpha Investments
New Jersey
$13K – – –
LAS
2015
Lloyd Advisory Services
Georgia
$12K -$33.9K -71 -73%
BMD
2016
Better Money Decisions
New Mexico
$12K +$12.4K +26 New
PP
2017
PrairieView Partners
Minnesota
$12K +$12.9K +27 New
HF
2018
Halpern Financial
Virginia
$11.9K – – –
TIM
2019
Tortoise Investment Management
New York
$11K -$4.77K -10 -29%
CFN
2020
Cordasco Financial Network
Florida
$11K – – –
CFD
2021
Creative Financial Designs
Indiana
$11K – – –
SL
2022
Savior LLC
Massachusetts
$11K – – –
ONST
2023
Old North State Trust
North Carolina
$10K – – –
BCM
2024
Bourgeon Capital Management
Connecticut
$9K – – –
RWB
2025
RMR Wealth Builders
New Jersey
$9K +$7.64K +16 +400%
79 80
81
82 83