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Thermo Fisher Scientific
TMO

Name Holding Trade Value Shares
Change 		Change in
Stake
PO
2001
Private Ocean
California
$19K – – –
NC
2002
NewSquare Capital
Pennsylvania
$18K – – –
EWM
2003
Edge Wealth Management
New York
$18K +$4.77K +10 +33%
BFC
2004
Bedel Financial Consulting
Indiana
$18K +$19.1K +40 New
RWM
2005
Raffa Wealth Management
District of Columbia
$17.8K +$4.3K +9 +30%
JWA
2006
JFS Wealth Advisors
Pennsylvania
$17K – – –
SIS
2007
Sound Income Strategies
Florida
$16.9K – – –
CCA
2008
Column Capital Advisors
Indiana
$16K – – –
GTAM
2009
Global Trust Asset Management
Florida
$14K -$4.77K -10 -25%
MLFP
2010
MPS Loria Financial Planners
Illinois
$13K – – –
SAI
2011
Systematic Alpha Investments
New Jersey
$13K – – –
LAS
2012
Lloyd Advisory Services
Georgia
$12K -$33.9K -71 -73%
BMD
2013
Better Money Decisions
New Mexico
$12K +$12.4K +26 New
PP
2014
PrairieView Partners
Minnesota
$12K +$12.9K +27 New
HF
2015
Halpern Financial
Virginia
$11.9K – – –
TIM
2016
Tortoise Investment Management
New York
$11K -$4.77K -10 -29%
CFN
2017
Cordasco Financial Network
Florida
$11K – – –
CFD
2018
Creative Financial Designs
Indiana
$11K – – –
SL
2019
Savior LLC
Massachusetts
$11K – – –
ONST
2020
Old North State Trust
North Carolina
$10K – – –
BCM
2021
Bourgeon Capital Management
Connecticut
$9K – – –
RWB
2022
RMR Wealth Builders
New Jersey
$9K +$7.64K +16 +400%
EAM
2023
Eukles Asset Management
Ohio
$9K +$9.07K +19 New
SFA
2024
Semmax Financial Advisors
North Carolina
$8K -$9.55K -20 -54%
TJHA
2025
Thomas J. Herzfeld Advisors
Florida
$7K – – –
79 80
81
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