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Thermo Fisher Scientific
TMO

Name Holding Trade Value Shares
Change 		Change in
Stake
PIM
2001
Plato Investment Management
Australia
$326K +$297K +614 New
VC
2002
Veracity Capital
Georgia
$326K -$36.3K -75 -11%
PWA
2003
Physician Wealth Advisors
Utah
$325K +$8.23K +17 +3%
MAWCM
2004
Mine & Arao Wealth Creation & Management
California
$324K – – –
FOA
2005
Five Oceans Advisors
California
$323K -$14K -29 -5%
SWM
2006
Salvus Wealth Management
New Jersey
$323K +$1.94K +4 +0.7%
SFC
2007
SYM Financial Corp
Indiana
$322K -$8.71K -18 -3%
LA
2008
LexAurum Advisors
Kansas
$321K +$484 +1 +0.2%
NG
2009
Northstar Group
New York
$320K – – –
DPI
2010
Diversified Portfolios Inc
Michigan
$320K -$9.2K -19 -3%
TBWA
2011
Three Bridge Wealth Advisors
California
$319K – – –
AWM
2012
Atticus Wealth Management
Florida
$319K +$40.2K +83 +16%
KV
2013
Kickstand Ventures
New York
$318K -$20.8K -43 -7%
RBCM
2014
Raub Brock Capital Management
California
$318K – – –
VA
2015
Valmark Advisers
Ohio
$318K +$8.23K +17 +3%
DS
2016
DRW Securities
Illinois
$317K -$207K -427 -42%
TIA
2017
Tiemann Investment Advisors
California
$317K -$10.6K -22 -4%
HS
2018
Horan Securities
United States
$316K +$484 +1 +0.2%
FC
2019
Financial Council
Maryland
$314K – – –
VFPI
2020
Vantage Financial Partners (Illinois)
Illinois
$313K -$31.5K -65 -10%
PP
2021
Patron Partners
Texas
$312K – – –
MIM
2022
Moseley Investment Management
Florida
$310K -$11.1K -23 -4%
IIC
2023
Integrated Investment Consultants
Michigan
$309K +$45K +93 +19%
CWM
2024
Cahaba Wealth Management
Georgia
$308K -$36.3K -75 -11%
SIM
2025
SSI Investment Management
California
$308K -$484 -1 -0.2%
79 80
81
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