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Thermo Fisher Scientific
TMO

Name Holding Trade Value Shares
Change 		Change in
Stake
PWM
2001
PRW Wealth Management
Massachusetts
$248K – – –
OCM
2002
Orion Capital Management
California
$247K – – –
PMG
2003
ProVise Management Group
Florida
$247K +$32.5K +59 +15%
CFA
2004
Capstone Financial Advisors
Illinois
$246K -$99.1K -180 -28%
VA
2005
Valmark Advisers
Ohio
$244K -$13.8K -25 -5%
AIA
2006
Angeles Investment Advisors
California
$244K +$30.3K +55 +14%
ACA
2007
Atlas Capital Advisors
Wyoming
$243K – – –
YMRC
2008
Yorktown Management & Research Company
Virginia
$241K – – –
GAG
2009
Goodman Advisory Group
Massachusetts
$240K – – –
LOPW
2010
Live Oak Private Wealth
North Carolina
$240K +$16.5K +30 +7%
LJAC
2011
L.J. Altfest & Co
New York
$240K +$243K +441 New
CWP
2012
CFM Wealth Partners
Texas
$239K -$77.1K -140 -24%
PIP
2013
Peachtree Investment Partners
Florida
$238K -$239K -435 -50%
HIM
2014
Hillsdale Investment Management
Ontario, Canada
$237K -$572K -1,040 -70%
SICM
2015
Sustainable Insight Capital Management
New York
$237K -$71.6K -130 -24%
HA
2016
Herold Advisors
New York
$236K +$35.8K +65 +18%
SFG
2017
Summit Financial Group
West Virginia
$236K +$239K +435 New
AA
2018
Alesco Advisors
New York
$235K – – –
CWM
2019
Centric Wealth Management
Illinois
$235K +$4.95K +9 +2%
MWM
2020
MinichMacGregor Wealth Management
New York
$235K +$19.3K +35 +9%
BCM
2021
Blume Capital Management
California
$234K – – –
KCIA
2022
Kingsbury Capital Investment Advisors
Illinois
$234K – – –
PHIC
2023
Pine Haven Investment Counsel
Massachusetts
$234K – – –
CPIG
2024
Chicago Partners Investment Group
Illinois
$233K -$11K -20 -5%
HWA
2025
HHM Wealth Advisors
Tennessee
$233K -$3.3K -6 -1%
79 80
81
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