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Thermo Fisher Scientific
TMO

Name Holding Trade Value Shares
Change 		Change in
Stake
IWP
2001
Invenio Wealth Partners
Florida
$293K +$303K +562 New
HCP
2002
Hexagon Capital Partners
Arkansas
$291K -$18.3K -34 -6%
HFAS
2003
Hummer Financial Advisory Services
Illinois
$290K – – –
CG
2004
Clifford Group
Massachusetts
$290K +$3.24K +6 +1%
VFPI
2005
Vantage Financial Partners (Illinois)
Illinois
$290K – – –
RIA
2006
Regal Investment Advisors
Michigan
$289K -$11.9K -22 -4%
TCB
2007
Texas Capital Bancshares
Texas
$289K -$10.8K -20 -3%
PBC
2008
Pavion Blue Capital
California
$287K – – –
NGA
2009
Naples Global Advisors
Florida
$287K +$44.3K +82 +18%
PPP
2010
Private Portfolio Partners
New Jersey
$285K – – –
LSC
2011
Lesa Sroufe & Co
Washington
$285K – – –
SWM
2012
Salvus Wealth Management
New Jersey
$285K -$29.1K -54 -9%
PGA
2013
Portland Global Advisors
Maine
$284K – – –
PWA
2014
Physician Wealth Advisors
Utah
$283K +$24.3K +45 +9%
APW
2015
Austin Private Wealth
Texas
$283K -$24.3K -45 -8%
CAMV
2016
Concord Asset Management (Virginia)
Virginia
$282K +$34.5K +64 +13%
BW
2017
Bison Wealth
Georgia
$281K +$290K +538 New
CCFCSB
2018
Cape Cod Five Cents Savings Bank
Massachusetts
$279K -$20K -37 -6%
LFG
2019
Lazard Frères Gestion
France
$279K – – –
MW
2020
MBL Wealth
North Carolina
$278K -$283K -524 -50%
ANBT
2021
American National Bank & Trust
Texas
$278K – – –
CCFM
2022
Clear Creek Financial Management
Washington
$278K +$42.6K +79 +17%
PSP
2023
Principal Street Partners
Tennessee
$278K -$87.4K -162 -23%
AP
2024
AtonRa Partners
Switzerland
$278K -$57.2K -106 -17%
S
2025
SimplyRich
California
$277K – – –
79 80
81
82 83