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Thermo Fisher Scientific
TMO

Name Holding Trade Value Shares
Change 		Change in
Stake
DWM
2001
Darwin Wealth Management
Florida
$236K +$256K +457 New
CPC
2002
Congress Park Capital
New York
$236K +$260K +465 New
CFA
2003
Capstone Financial Advisors
Illinois
$235K +$6.16K +11 +2%
CMI
2004
Clare Market Investments
Texas
$234K – – –
ACP
2005
Aveo Capital Partners
Colorado
$234K -$17.3K -31 -6%
FANJ
2006
Financial Architects (New Jersey)
New Jersey
$233K +$257K +460 New
NAMM
2007
NorthStar Asset Management (Massachusetts)
Massachusetts
$233K +$257K +459 New
GAM
2008
Grandview Asset Management
Pennsylvania
$231K -$56K -100 -18%
CFA
2009
CWS Financial Advisors
Michigan
$231K -$11.8K -21 -4%
PWM
2010
PRW Wealth Management
Massachusetts
$231K – – –
OCM
2011
Orion Capital Management
California
$230K – – –
BC
2012
Burleson & Co
California
$229K +$187K +335 +286%
GAM
2013
Gemmer Asset Management
California
$229K +$252K +451 New
ALAM
2014
Asahi Life Asset Management
Japan
$228K -$28K -50 -10%
RIA
2015
Realta Investment Advisors
Delaware
$228K -$11.2K -20 -4%
ACA
2016
Atlas Capital Advisors
Wyoming
$227K – – –
ICP
2017
Interchange Capital Partners
Pennsylvania
$226K -$19.6K -35 -7%
LOPW
2018
Live Oak Private Wealth
North Carolina
$224K – – –
IA
2019
Integrity Advisory
Kansas
$224K +$11.8K +21 +5%
PCM
2020
Penserra Capital Management
California
$224K +$205K +366 +482%
CWP
2021
CFM Wealth Partners
Texas
$223K +$560 +1 +0.2%
MWM
2022
MinichMacGregor Wealth Management
New York
$223K +$3.92K +7 +2%
NGA
2023
Naples Global Advisors
Florida
$222K +$245K +437 New
WB
2024
West Bancorporation
Iowa
$221K -$39.2K -70 -14%
AIA
2025
Angeles Investment Advisors
California
$221K -$8.39K -15 -3%
79 80
81
82 83