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Thermo Fisher Scientific
TMO

Name Holding Trade Value Shares
Change 		Change in
Stake
BA
2001
Bristlecone Advisors
Washington
$249K – – –
PWM
2002
PRW Wealth Management
Massachusetts
$248K – – –
OCM
2003
Orion Capital Management
California
$247K – – –
PMG
2004
ProVise Management Group
Florida
$247K +$32.5K +59 +15%
CFA
2005
Capstone Financial Advisors
Illinois
$246K -$99.1K -180 -28%
VA
2006
Valmark Advisers
Ohio
$244K -$13.8K -25 -5%
AIA
2007
Angeles Investment Advisors
California
$244K +$30.3K +55 +14%
ACA
2008
Atlas Capital Advisors
Wyoming
$243K – – –
YMRC
2009
Yorktown Management & Research Company
Virginia
$241K – – –
GAG
2010
Goodman Advisory Group
Massachusetts
$240K – – –
LOPW
2011
Live Oak Private Wealth
North Carolina
$240K +$16.5K +30 +7%
LJAC
2012
L.J. Altfest & Co
New York
$240K +$243K +441 New
CWP
2013
CFM Wealth Partners
Texas
$239K -$77.1K -140 -24%
PIP
2014
Peachtree Investment Partners
Florida
$238K -$239K -435 -50%
HIM
2015
Hillsdale Investment Management
Ontario, Canada
$237K -$572K -1,040 -70%
SICM
2016
Sustainable Insight Capital Management
New York
$237K -$71.6K -130 -24%
HA
2017
Herold Advisors
New York
$236K +$35.8K +65 +18%
SFG
2018
Summit Financial Group
West Virginia
$236K +$239K +435 New
AA
2019
Alesco Advisors
New York
$235K – – –
CWM
2020
Centric Wealth Management
Illinois
$235K +$4.95K +9 +2%
MWM
2021
MinichMacGregor Wealth Management
New York
$235K +$19.3K +35 +9%
BCM
2022
Blume Capital Management
California
$234K – – –
KCIA
2023
Kingsbury Capital Investment Advisors
Illinois
$234K – – –
PHIC
2024
Pine Haven Investment Counsel
Massachusetts
$234K – – –
CPIG
2025
Chicago Partners Investment Group
Illinois
$233K -$11K -20 -5%
79 80
81
82 83