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Thermo Fisher Scientific
TMO

Name Holding Trade Value Shares
Change 		Change in
Stake
PO
2026
Private Ocean
California
$68K +$1.1K +2 +2%
AWM
2027
Avondale Wealth Management
Texas
$67K – – –
JWM
2028
Janiczek Wealth Management
Colorado
$67K +$10.4K +19 +19%
CWA
2029
Clearview Wealth Advisors
Oregon
$66K – – –
DAC
2030
Dividend Assets Capital
South Carolina
$66K +$35.7K +65 +130%
CWC
2031
Carolinas Wealth Consulting
North Carolina
$65K +$549 +1 +0.9%
SFPG
2032
Stonebridge Financial Planning Group
Florida
$64K – – –
EWA
2033
Evolution Wealth Advisors
Florida
$63K -$34.6K -63 -36%
CCM
2034
Cribstone Capital Management
Maine
$63K -$5.49K -10 -8%
FCM
2035
Firestone Capital Management
Florida
$63K – – –
LWANC
2036
Laurel Wealth Advisors (North Carolina)
North Carolina
$63K – – –
MCM
2037
MV Capital Management
Maryland
$61K +$24.7K +45 +74%
WWM
2038
Wolff Wiese Magana
California
$60K -$2.74K -5 -5%
DCM
2039
Disciplina Capital Management
Tennessee
$59.5K +$2.19K +4 +4%
HIIFS
2040
Harel Insurance Investments & Financial Services
Israel
$58K -$2.31M -4,205 -98%
ANBT
2041
American National Bank & Trust
Texas
$58K -$34K -62 -38%
RFWA
2042
RPg Family Wealth Advisory
Massachusetts
$57.2K – – –
CBT
2043
CoreFirst Bank & Trust
Kansas
$57K – – –
SC
2044
Sierra Capital
Florida
$57K – – –
LPWM
2045
Lake Point Wealth Management
Texas
$57K +$18.1K +33 +49%
BAM
2046
Bellevue Asset Management
Washington
$56K – – –
PG
2047
Proffitt & Goodson
Tennessee
$55K – – –
MSFP
2048
Mark Sheptoff Financial Planning
Connecticut
$54K – – –
TC
2049
Tacita Capital
Ontario, Canada
$54K – – –
LWA
2050
Lenox Wealth Advisors
New York
$53K -$19.2K -35 -27%
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