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Thermo Fisher Scientific
TMO

Name Holding Trade Value Shares
Change 		Change in
Stake
AIM
2001
Allen Investment Management
New York
$386K – – –
BAM
2002
Berkshire Asset Management
Pennsylvania
$385K +$132K +233 +54%
ALA
2003
Atlas Legacy Advisors
California
$383K +$7.92K +14 +2%
SIA
2004
SGL Investment Advisors
Montana
$383K +$399K +706 New
HI
2005
Human Investing
Oregon
$383K +$373K +660 New
DCM
2006
DGS Capital Management
New Jersey
$382K +$21.5K +38 +6%
FWA
2007
Flagship Wealth Advisors
Massachusetts
$380K – – –
JWM
2008
Jessup Wealth Management
Ohio
$380K -$15.8K -28 -4%
MWM
2009
Moran Wealth Management
Florida
$377K -$130K -230 -26%
LSIA
2010
LaSalle St. Investment Advisors
Illinois
$377K +$5.66K +10 +2%
ARA
2011
Approach Retirement Advisors
Alabama
$377K +$368K +650 New
DHC
2012
Drum Hill Capital
Connecticut
$377K – – –
FC
2013
Financial Consulate
Maryland
$376K -$93.3K -165 -20%
FMC
2014
First Merchants Corp
Indiana
$375K -$170K -300 -32%
DIM
2015
Delta Investment Management
California
$373K -$1.7K -3 -0.5%
CAWM
2016
Capital Advisors Wealth Management
Washington
$372K +$50.3K +89 +16%
SRC
2017
Sage Rhino Capital
California
$372K -$13.6K -24 -4%
IRP
2018
Investment Research Partners
Pennsylvania
$371K -$566 -1 -0.2%
WETS
2019
Wealth Enhancement Trust Services
South Dakota
$370K +$361K +638 New
HCM
2020
Hillman Capital Management
Maryland
$367K -$105K -186 -23%
CWM
2021
Cabot Wealth Management
Massachusetts
$364K -$5.09K -9 -1%
KIM
2022
Kestra Investment Management
Texas
$364K -$56K -99 -14%
WAM
2023
Weatherly Asset Management
California
$363K +$7.92K +14 +2%
SHFG
2024
S Harris Financial Group
Texas
$363K +$355K +627 New
PP
2025
Patten & Patten
Tennessee
$363K – – –
79 80
81
82 83