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Thermo Fisher Scientific
TMO

Name Holding Trade Value Shares
Change 		Change in
Stake
JCIA
2026
Jackson Creek Investment Advisors
Colorado
$233K – – –
PPW
2027
Pasadena Private Wealth
California
$231K -$1.65K -3 -0.7%
ECAM
2028
East Coast Asset Management
Massachusetts
$231K – – –
CCM
2029
Conway Capital Management
California
$231K – – –
IA
2030
Integrity Advisory
Kansas
$229K -$1.65K -3 -0.7%
VC
2031
Veery Capital
Delaware
$229K +$3.3K +6 +1%
HI
2032
HBK Investments
Texas
$228K -$658K -1,196 -74%
SFG
2033
Sather Financial Group
Texas
$228K – – –
SMA
2034
Sage Mountain Advisors
Georgia
$227K +$36.3K +66 +19%
BP
2035
BCK Partners
New York
$225K +$2.2K +4 +1%
PWP
2036
Pursue Wealth Partners
California
$224K – – –
XF
2037
XML Financial
Maryland
$224K – – –
RRCM
2038
Rappaport Reiches Capital Management
Illinois
$224K +$227K +412 New
RIS
2039
Retirement Income Solutions
Michigan
$223K -$64.4K -117 -22%
PFA
2040
Peak Financial Advisors
Colorado
$223K – – –
BEI
2041
Benjamin Edwards Inc
Missouri
$223K +$51.2K +93 +29%
AWP
2042
Accretive Wealth Partners
New Jersey
$222K -$4.4K -8 -2%
LTI
2043
Laffer Tengler Investments
Tennessee
$222K – – –
WFA
2044
WMG Financial Advisors
Tennessee
$221K – – –
CIAS
2045
CFS Investment Advisory Services
New Jersey
$220K +$223K +405 New
MW
2046
MBL Wealth
North Carolina
$219K -$209K -380 -48%
AWM
2047
Aberdeen Wealth Management
Illinois
$219K – – –
BDFN
2048
Bond & Devick Financial Network
Minnesota
$219K – – –
AC
2049
Apella Capital
Connecticut
$219K +$24.8K +45 +13%
KL
2050
KilterHowling LLC
Colorado
$218K – – –
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