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Thermo Fisher Scientific
TMO

Name Holding Trade Value Shares
Change 		Change in
Stake
CST
2001
Charles Schwab Trust
Nevada
$273K +$94.1K +225 +50%
VI
2002
Versor Investments
New York
$271K +$280K +669 New
NG
2003
Northstar Group
New York
$271K – – –
WDG
2004
Wealth Dimensions Group
Ohio
$270K – – –
BCA
2005
Bay Capital Advisors
Virginia
$270K -$418 -1 -0.1%
AIM
2006
Allen Investment Management
New York
$270K -$13.4K -32 -5%
MA
2007
MJP Associates
Connecticut
$269K -$307K -734 -53%
FCAS
2008
First Command Advisory Services
Texas
$268K -$2.09K -5 -0.8%
AC
2009
Apella Capital
Connecticut
$268K +$16.7K +40 +7%
MW
2010
MBL Wealth
North Carolina
$268K -$10.9K -26 -4%
AGP
2011
Autumn Glory Partners
Texas
$268K – – –
SRC
2012
Sage Rhino Capital
California
$267K -$10K -24 -4%
MWA
2013
MN Wealth Advisors
Kansas
$267K +$26.8K +64 +11%
DHC
2014
Drum Hill Capital
Connecticut
$267K – – –
AA
2015
Alesco Advisors
New York
$266K +$43.1K +103 +19%
WFA
2016
WestHill Financial Advisors
California
$266K -$418 -1 -0.2%
FWA
2017
Flagship Wealth Advisors
Massachusetts
$266K – – –
GPA
2018
Garrison Point Advisors
California
$265K – – –
HI
2019
Human Investing
Oregon
$264K -$2.93K -7 -1%
SB
2020
Sunflower Bank
Texas
$262K -$29.7K -71 -10%
SS
2021
Sunbelt Securities
Texas
$262K -$7.11K -17 -3%
KMWM
2022
Keudell/Morrison Wealth Management
Oregon
$262K -$128K -307 -32%
EWM
2023
Evermay Wealth Management
Virginia
$262K – – –
AC
2024
ASB Consultores
Florida
$261K +$29.3K +70 +12%
PA
2025
PFG Advisors
Arizona
$260K +$268K +641 New
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81
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