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Thermo Fisher Scientific
TMO

Name Holding Trade Value Shares
Change 		Change in
Stake
PHIC
2001
Pine Haven Investment Counsel
Massachusetts
$287K +$268K +430 New
PWM
2002
Prentice Wealth Management
New York
$286K -$5.62K -9 -2%
ECAM
2003
East Coast Asset Management
Massachusetts
$284K – – –
PPW
2004
Pasadena Private Wealth
California
$284K +$265K +425 New
CCM
2005
Conway Capital Management
California
$284K -$15.6K -25 -6%
FVWA
2006
Foster Victor Wealth Advisors
South Carolina
$283K – – –
IFA
2007
Index Fund Advisors
California
$283K +$265K +424 New
SYBT
2008
Stock Yards Bank & Trust
Kentucky
$282K – – –
PMFA
2009
Plante Moran Financial Advisors
Michigan
$282K +$58.7K +94 +29%
SFG
2010
Sather Financial Group
Texas
$280K – – –
IBOK
2011
Independence Bank of Kentucky
Kentucky
$280K +$12.5K +20 +5%
WCM
2012
Wallace Capital Management
Texas
$279K +$23.7K +38 +10%
FWM
2013
Focused Wealth Management
New York
$279K +$143K +229 +121%
AWP
2014
Accretive Wealth Partners
New Jersey
$278K -$5.62K -9 -2%
OCM
2015
Orion Capital Management
California
$278K – – –
RIA
2016
Realta Investment Advisors
Delaware
$278K +$6.87K +11 +3%
LOPW
2017
Live Oak Private Wealth
North Carolina
$277K +$1.25K +2 +0.5%
DA
2018
DSC Advisors
Illinois
$276K -$12.5K -20 -5%
PWP
2019
Pursue Wealth Partners
California
$276K +$258K +413 New
XF
2020
XML Financial
Maryland
$275K – – –
BP
2021
BCK Partners
New York
$274K – – –
LTI
2022
Laffer Tengler Investments
Tennessee
$272K -$20K -32 -7%
SIM
2023
Studio Investment Management
Illinois
$272K +$27.5K +44 +12%
ZF
2024
Zhang Financial
Michigan
$272K +$255K +408 New
TA
2025
Tectonic Advisors
Texas
$270K +$24.4K +39 +11%
79 80
81
82 83