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Thermo Fisher Scientific
TMO

Name Holding Trade Value Shares
Change 		Change in
Stake
VWM
2001
Valley Wealth Managers
New Jersey
$303K -$564 -1 -0.2%
TH
2002
TCTC Holdings
Texas
$303K +$182K +323 +160%
SIMG
2003
Sonora Investment Management Group
Arizona
$301K -$13K -23 -4%
NED
2004
Nancy E. Dempze
$301K -$2.25K -4 -0.8%
ACA
2005
Atlas Capital Advisors
Wyoming
$301K – – –
TA
2006
Trellis Advisors
Washington
$301K +$7.33K +13 +3%
LAS
2007
LWM Advisory Services
Florida
$300K +$11.8K +21 +4%
CCG
2008
Cypress Capital Group
Florida
$300K +$59.2K +105 +25%
SFG
2009
Sather Financial Group
Texas
$300K +$27.1K +48 +10%
GC
2010
GFG Capital
Florida
$300K -$10.1K -18 -3%
FZCM
2011
Flynn Zito Capital Management
New York
$298K -$149K -265 -34%
SWP
2012
Semus Wealth Partners
Florida
$297K -$1.69K -3 -0.6%
HIC
2013
Harvey Investment Company
Kentucky
$295K – – –
MWP
2014
Meridian Wealth Partners
Pennsylvania
$295K +$36.1K +64 +14%
VWA
2015
Visionary Wealth Advisors
Illinois
$295K -$11.3K -20 -4%
OCPWS
2016
One Charles Private Wealth Services
Massachusetts
$294K -$5.64K -10 -2%
VCM
2017
Violich Capital Management
California
$294K -$5.64K -10 -2%
HWM
2018
Hemington Wealth Management
Virginia
$294K +$2.25K +4 +0.8%
AFP
2019
Ausdal Financial Partners
Iowa
$293K +$18K +32 +7%
VDI
2020
Vaughan David Investments
Illinois
$293K – – –
CAM
2021
CenterStar Asset Management
Illinois
$292K +$285K +506 New
BBW
2022
Blue Barn Wealth
Utah
$292K +$15.2K +27 +6%
PWA
2023
Physician Wealth Advisors
Utah
$291K -$5.64K -10 -2%
LA
2024
Lifeworks Advisors
Michigan
$289K -$128K -227 -31%
PFM
2025
Privium Fund Management
Netherlands
$288K -$462K -820 -62%
79 80
81
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