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Thermo Fisher Scientific
TMO

Name Holding Trade Value Shares
Change 		Change in
Stake
NED
2001
Nancy E. Dempze
$290K +$13.2K +25 +5%
PCMK
2002
Paragon Capital Management (Kansas)
Kansas
$289K – – –
IF
2003
Intrua Financial
Texas
$288K +$530 +1 +0.2%
ACM
2004
Allred Capital Management
Texas
$288K -$3.71K -7 -1%
ACA
2005
Atlas Capital Advisors
Wyoming
$287K +$39.7K +75 +17%
RPA
2006
Rock Point Advisors
Vermont
$287K – – –
VA
2007
Valmark Advisers
Ohio
$287K +$29.7K +56 +12%
OCPWS
2008
One Charles Private Wealth Services
Massachusetts
$287K +$1.06K +2 +0.4%
VCM
2009
Violich Capital Management
California
$286K – – –
AC
2010
Asio Capital
Kentucky
$286K -$4.77K -9 -2%
SWP
2011
Semus Wealth Partners
Florida
$285K +$274K +518 New
RWP
2012
Revolve Wealth Partners
New Jersey
$285K +$274K +518 New
SWM
2013
Stockman Wealth Management
Montana
$285K -$6.89K -13 -2%
SAM
2014
Sabadell Asset Management
Spain
$284K – – –
MW
2015
MBL Wealth
North Carolina
$284K -$15.4K -29 -5%
AAM
2016
Autus Asset Management
Arizona
$283K – – –
CPIG
2017
Chicago Partners Investment Group
Illinois
$282K +$20.7K +39 +9%
MAWCM
2018
Mine & Arao Wealth Creation & Management
California
$282K – – –
TA
2019
TFB Advisors
Kansas
$281K +$271K +511 New
HIC
2020
Harvey Investment Company
Kentucky
$281K – – –
PWMG
2021
Provence Wealth Management Group
California
$280K +$270K +509 New
TA
2022
Trellis Advisors
Washington
$280K -$12.2K -23 -4%
VDI
2023
Vaughan David Investments
Illinois
$280K +$270K +509 New
HWM
2024
Hemington Wealth Management
Virginia
$279K +$1.59K +3 +0.6%
CT
2025
Clearstead Trust
Maine
$279K +$162K +306 +153%
79 80
81
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