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Thermo Fisher Scientific
TMO

Name Holding Trade Value Shares
Change 		Change in
Stake
FWM
2001
Focused Wealth Management
New York
$108K +$2.19K +4 +2%
HIM
2002
Hillsdale Investment Management
Ontario, Canada
$106K -$683K -1,244 -87%
PCTC
2003
Perkins Coie Trust Company
Washington
$106K -$48.8K -89 -32%
FMT
2004
First Mercantile Trust
Tennessee
$106K -$5.49K -10 -5%
RCC
2005
Red Cedar Capital
Nebraska
$106K – – –
HI
2006
Hoey Investments
Pennsylvania
$106K +$27.4K +50 +37%
CPC
2007
Consolidated Planning Corp
Georgia
$105K +$100K +183 New
IPW
2008
IronBridge Private Wealth
Texas
$103K – – –
MGI
2009
MayTech Global Investments
New York
$103K – – –
TFGT
2010
TS Financial Group (TSFG)
Illinois
$101K – – –
BWL
2011
Bogart Wealth LLC
Virginia
$99K +$9.88K +18 +12%
HR
2012
Howe & Rusling
New York
$90K – – –
JMF
2013
Johnson Midwest Financial
Iowa
$87K – – –
AWM
2014
AllSquare Wealth Management
New York
$86K -$25.8K -47 -24%
OIS
2015
Okabena Investment Services
Minnesota
$86K – – –
ME
2016
McIlrath & Eck
Washington
$85K – – –
TAIM
2017
TD Ameritrade Investment Management
Nebraska
$83K -$4.39K -8 -4%
GTAM
2018
Global Trust Asset Management
Florida
$83K – – –
RWM
2019
Raffa Wealth Management
District of Columbia
$80.6K – – –
IWP
2020
IAG Wealth Partners
Wisconsin
$74K – – –
AA
2021
AlphaCentric Advisors
Puerto Rico
$73K – – –
BWM
2022
BerganKDV Wealth Management
Minnesota
$73K +$13.7K +25 +25%
FP
2023
Financial Perspectives
Minnesota
$71.4K +$9.33K +17 +16%
GFPC
2024
Global Financial Private Client
Florida
$71K – – –
ONST
2025
Old North State Trust
North Carolina
$70K – – –
79 80
81
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