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Thermo Fisher Scientific
TMO

Name Holding Trade Value Shares
Change 		Change in
Stake
RIS
2001
Richmond Investment Services
Wisconsin
$328K +$32.6K +60 +10%
HI
2002
Human Investing
Oregon
$325K +$1.08K +2 +0.3%
AFW
2003
Avantra Family Wealth
Pennsylvania
$325K +$99.3K +183 +38%
CP
2004
Castleview Partners
Texas
$324K -$9.77K -18 -3%
TDB
2005
Thompson David Blair
$324K +$358K +660 New
EWA
2006
Eagle Wealth Advisors
Connecticut
$323K -$218K -401 -38%
HCM
2007
Hillman Capital Management
Maryland
$322K +$11.9K +22 +3%
RPGK
2008
Retirement Planning Group (Kansas)
Kansas
$321K +$22.8K +42 +7%
EM
2009
Excalibur Management
Massachusetts
$320K -$19K -35 -5%
ARA
2010
Approach Retirement Advisors
Alabama
$320K – – –
DHC
2011
Drum Hill Capital
Connecticut
$319K – – –
CWM
2012
Chemistry Wealth Management
New York
$319K -$19.5K -36 -5%
FMC
2013
First Merchants Corp
Indiana
$319K – – –
KIM
2014
Kestra Investment Management
Texas
$317K +$9.77K +18 +3%
EP
2015
Edgestream Partners
New Jersey
$317K -$957K -1,763 -73%
GRR
2016
Golden Reserve Retirement
Ohio
$317K +$350K +645 New
LSIA
2017
LaSalle St. Investment Advisors
Illinois
$317K -$3.8K -7 -1%
OWCM
2018
One Wealth Capital Management
Arizona
$315K +$108K +199 +42%
CAM
2019
Costello Asset Management
Pennsylvania
$314K -$209K -386 -38%
FVWA
2020
Foster Victor Wealth Advisors
South Carolina
$314K +$48.8K +90 +18%
RBFC
2021
Roman Butler Fullerton & Co
Missouri
$313K +$164K +302 +94%
ACP
2022
Argyle Capital Partners
California
$313K +$60.2K +111 +21%
EWM
2023
Elmwood Wealth Management
California
$313K +$38K +70 +12%
LA
2024
Legacy Advisors
Pennsylvania
$312K -$36.4K -67 -10%
ALAM
2025
Asahi Life Asset Management
Japan
$312K +$345K +635 New
79 80
81
82 83