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Thermo Fisher Scientific
TMO

Name Holding Trade Value Shares
Change 		Change in
Stake
PWMA
2026
Pension & Wealth Management Advisors
Massachusetts
$340K +$288K +523 +405%
BCG
2027
Breakwater Capital Group
New Jersey
$340K +$29.1K +53 +9%
HCP
2028
Hexagon Capital Partners
Arkansas
$338K +$83K +151 +30%
DHC
2029
Drum Hill Capital
Connecticut
$338K +$357K +650 New
CIP
2030
Convergence Investment Partners
Florida
$335K +$6.6K +12 +2%
BAM
2031
Byrne Asset Management
New Jersey
$335K -$11K -20 -3%
PFG
2032
Putney Financial Group
California
$335K +$354K +643 New
DPI
2033
Diversified Portfolios Inc
Michigan
$333K +$20.9K +38 +6%
DWG
2034
Darden Wealth Group
Michigan
$333K – – –
HCM
2035
Hengehold Capital Management
Ohio
$332K +$63.2K +115 +22%
CWM
2036
Cabot Wealth Management
Massachusetts
$332K – – –
IIL
2037
Insight Inv LLC
California
$332K +$351K +638 New
GPW
2038
Gray Private Wealth
Massachusetts
$331K -$42.9K -78 -11%
CCWM
2039
Correct Capital Wealth Management
Missouri
$331K – – –
AIA
2040
Arbor Investment Advisors
North Carolina
$331K – – –
FI
2041
Fosun International
China
$331K -$173K -314 -33%
WFA
2042
Wellspring Financial Advisors
Ohio
$330K -$25.3K -46 -7%
BOSSRA
2043
B.O.S.S. Retirement Advisors
Utah
$330K -$5.27M -9,585 -94%
UAG
2044
United Advisor Group
Ohio
$329K -$37.4K -68 -10%
AFW
2045
Avantra Family Wealth
Pennsylvania
$329K +$348K +633 New
TWA
2046
Tandem Wealth Advisors
Arizona
$329K -$87.4K -159 -20%
GWA
2047
GGM Wealth Advisors
Maryland
$329K +$5.5K +10 +2%
S
2048
Sunpointe
Missouri
$326K -$2.2K -4 -0.6%
LSIA
2049
LaSalle St. Investment Advisors
Illinois
$326K +$88K +160 +34%
CPRC
2050
Consolidated Portfolio Review Corp
New York
$326K +$5.5K +10 +2%
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