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Thermo Fisher Scientific
TMO

Name Holding Trade Value Shares
Change 		Change in
Stake
NG
2001
Northstar Group
New York
$271K – – –
WDG
2002
Wealth Dimensions Group
Ohio
$270K – – –
BCA
2003
Bay Capital Advisors
Virginia
$270K -$418 -1 -0.1%
AIM
2004
Allen Investment Management
New York
$270K -$13.4K -32 -5%
MA
2005
MJP Associates
Connecticut
$269K -$307K -734 -53%
FCAS
2006
First Command Advisory Services
Texas
$268K -$2.09K -5 -0.8%
AC
2007
Apella Capital
Connecticut
$268K +$16.7K +40 +7%
MW
2008
MBL Wealth
North Carolina
$268K -$10.9K -26 -4%
AGP
2009
Autumn Glory Partners
Texas
$268K – – –
SRC
2010
Sage Rhino Capital
California
$267K -$10K -24 -4%
MWA
2011
MN Wealth Advisors
Kansas
$267K +$26.8K +64 +11%
DHC
2012
Drum Hill Capital
Connecticut
$267K – – –
AA
2013
Alesco Advisors
New York
$266K +$43.1K +103 +19%
WFA
2014
WestHill Financial Advisors
California
$266K -$418 -1 -0.2%
FWA
2015
Flagship Wealth Advisors
Massachusetts
$266K – – –
GPA
2016
Garrison Point Advisors
California
$265K – – –
HI
2017
Human Investing
Oregon
$264K -$2.93K -7 -1%
SB
2018
Sunflower Bank
Texas
$262K -$29.7K -71 -10%
SS
2019
Sunbelt Securities
Texas
$262K -$7.11K -17 -3%
KMWM
2020
Keudell/Morrison Wealth Management
Oregon
$262K -$128K -307 -32%
EWM
2021
Evermay Wealth Management
Virginia
$262K – – –
AC
2022
ASB Consultores
Florida
$261K +$29.3K +70 +12%
PA
2023
PFG Advisors
Arizona
$260K +$268K +641 New
BWM
2024
Baron Wealth Management
Michigan
$260K -$202K -483 -43%
SAM
2025
Strategy Asset Managers
California
$259K -$670K -1,602 -71%
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81
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