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Thermo Fisher Scientific
TMO

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