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Thermo Fisher Scientific
TMO

Name Holding Trade Value Shares
Change 		Change in
Stake
AIA
2001
Arbor Investment Advisors
North Carolina
$352K +$364K +636 New
RC
2002
Rovin Capital
Arizona
$348K +$40.1K +70 +13%
CCM
2003
Colorado Capital Management
Colorado
$347K -$4.01K -7 -1%
ACI
2004
Alpha Cubed Investments
California
$347K +$8.02K +14 +2%
AWP
2005
Accretive Wealth Partners
New Jersey
$346K – – –
SCM
2006
Stevens Capital Management
Pennsylvania
$346K +$358K +625 New
RW
2007
REDW Wealth
New Mexico
$346K -$1.15K -2 -0.3%
GA
2008
Goldstein Advisors
Wisconsin
$345K +$48.1K +84 +16%
GWA
2009
GGM Wealth Advisors
Maryland
$344K – – –
S
2010
Sunpointe
Missouri
$344K +$28.6K +50 +9%
SCP
2011
Sivia Capital Partners
California
$343K -$7.45K -13 -2%
FNWA
2012
Financial Network Wealth Advisors
Utah
$343K +$55.6K +97 +19%
GSEP
2013
Golden State Equity Partners
California
$342K +$355K +619 New
DWP
2014
Daymark Wealth Partners
Ohio
$342K +$69.9K +122 +25%
OAM
2015
Oxford Asset Management
United Kingdom
$341K +$353K +617 New
WG
2016
Wealth Group
North Carolina
$341K +$1.72K +3 +0.5%
MAWCM
2017
Mine & Arao Wealth Creation & Management
California
$340K – – –
SGC
2018
Slocum, Gordon & Co
Rhode Island
$340K – – –
TA
2019
TFB Advisors
Kansas
$340K +$108K +188 +44%
MS
2020
Madden Securities
Texas
$338K -$9.74K -17 -3%
HS
2021
Horan Securities
United States
$338K – – –
TGAM
2022
TBH Global Asset Management
Tennessee
$338K -$34.4K -60 -9%
MW
2023
MBL Wealth
North Carolina
$337K -$198K -345 -36%
LA
2024
LexAurum Advisors
Kansas
$335K – – –
HWMO
2025
Heritage Wealth Management (Ohio)
Ohio
$334K +$355K +619 New
79 80
81
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