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Thermo Fisher Scientific
TMO

Name Holding Trade Value Shares
Change 		Change in
Stake
ISWM
2026
Independent Solutions Wealth Management
New York
$323K -$18.4K -34 -5%
NG
2027
Novem Group
New York
$322K +$42.2K +78 +14%
SFG
2028
SNS Financial Group
Minnesota
$322K -$25.5K -47 -7%
CM
2029
Capula Management
Cayman Islands
$321K +$300K +553 +595%
EWM
2030
Evermay Wealth Management
Virginia
$321K -$8.12K -15 -2%
TGAM
2031
TBH Global Asset Management
Tennessee
$320K +$17.9K +33 +5%
SFS
2032
Security Financial Services
Indiana
$319K +$56.3K +104 +19%
WPW
2033
Waldron Private Wealth
Pennsylvania
$319K -$1.41M -2,604 -80%
DWG
2034
Darden Wealth Group
Michigan
$318K – – –
RPGK
2035
Retirement Planning Group (Kansas)
Kansas
$318K +$102K +188 +42%
WFA
2036
Wellspring Financial Advisors
Ohio
$318K +$2.17K +4 +0.6%
CWM
2037
Cabot Wealth Management
Massachusetts
$317K – – –
IIL
2038
Insight Inv LLC
California
$317K – – –
AIA
2039
Arbor Investment Advisors
North Carolina
$317K +$542 +1 +0.2%
GPW
2040
Gray Private Wealth
Massachusetts
$317K – – –
TWA
2041
Tandem Wealth Advisors
Arizona
$317K +$2.71K +5 +0.8%
CAG
2042
Cypress Advisory Group
Arizona
$317K +$81.2K +150 +31%
AW
2043
Alteri Wealth
California
$312K -$33.6K -62 -9%
TA
2044
TFB Advisors
Kansas
$312K +$2.17K +4 +0.6%
SWA
2045
Sax Wealth Advisors
New Jersey
$311K +$17.9K +33 +6%
LSA
2046
Lion Street Advisors
Texas
$311K +$68.8K +127 +26%
PCP
2047
Perbak Capital Partners
United Kingdom
$310K -$1.18M -2,176 -78%
CHP
2048
Cable Hill Partners
Oregon
$310K -$307K -566 -44%
AIP
2049
Almanack Investment Partners
Pennsylvania
$310K -$17.3K -32 -5%
MSS
2050
Mitchell Sinkler & Starr
Pennsylvania
$310K – – –
80 81
82
83 84