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Thermo Fisher Scientific
TMO

Name Holding Trade Value Shares
Change 		Change in
Stake
CP
2001
Corbenic Partners
Pennsylvania
$47K – – –
TC
2002
Tacita Capital
Ontario, Canada
$47K – – –
HH
2003
HWG Holdings
Texas
$46K – – –
FMTCOCP
2004
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$45K +$7.08K +15 +20%
BC
2005
Burleson & Co
California
$43K -$9.91K -21 -20%
RA
2006
Resolute Advisors
California
$43K -$8.96K -19 -18%
FEG
2007
Financial Enhancement Group
Indiana
$43K – – –
MIFH
2008
Migdal Insurance & Financial Holdings
Israel
$43K +$13.7K +29 +52%
SIAP
2009
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$43K +$18.9K +40 +87%
ACM
2010
AUA Capital Management
Pennsylvania
$40K – – –
CAL
2011
Capital Advisors Ltd
Ohio
$40K – – –
KIG
2012
Kessler Investment Group
Indiana
$38K – – –
RBC
2013
Roble Belko & Company
Pennsylvania
$36K – – –
FWM
2014
FFT Wealth Management
Pennsylvania
$35K +$33K +70 New
PCM
2015
Penserra Capital Management
California
$35K +$33K +70 New
CHA
2016
Carmichael Hill & Associates
Maryland
$34K – – –
LPWM
2017
Lake Point Wealth Management
Texas
$34K +$31.6K +67 New
NFSG
2018
Newbridge Financial Services Group
Florida
$33K +$1.89K +4 +6%
BFC
2019
Bedel Financial Consulting
Indiana
$33K +$12.3K +26 +65%
MCM
2020
MV Capital Management
Maryland
$31K +$24.5K +52 +578%
AFS
2021
Annapolis Financial Services
Maryland
$29K +$1.42K +3 +5%
SC
2022
Steph & Co
Wisconsin
$28K – – –
CMA
2023
Cedar Mountain Advisors
Oregon
$27K – – –
SWM
2024
Sugarloaf Wealth Management
Georgia
$27K – – –
GCM
2025
Gladius Capital Management
Illinois
$26K -$1.33M -2,819 -98%
79 80
81
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