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Thermo Fisher Scientific
TMO

Name Holding Trade Value Shares
Change 		Change in
Stake
PPW
2101
Pasadena Private Wealth
California
$234K – – –
SPP
2102
Single Point Partners
Massachusetts
$234K +$13.2K +25 +6%
SHWM
2103
Smith & Howard Wealth Management
Georgia
$233K -$75.2K -142 -25%
WB
2104
West Bancorporation
Iowa
$232K -$7.42K -14 -3%
VC
2105
Veery Capital
Delaware
$232K +$530 +1 +0.2%
HT
2106
HighTower Trust
Texas
$230K +$224K +423 New
WAM
2107
WNY Asset Management
New York
$229K +$5.83K +11 +3%
CCG
2108
Cypress Capital Group
Florida
$229K +$220K +415 New
BP
2109
BCK Partners
New York
$228K – – –
BIA
2110
Bell Investment Advisors
California
$228K +$22.3K +42 +11%
PWP
2111
Pursue Wealth Partners
California
$227K – – –
RRCM
2112
Rappaport Reiches Capital Management
Illinois
$227K +$530 +1 +0.2%
IA
2113
Integrity Advisory
Kansas
$227K -$16.4K -31 -7%
TWM
2114
Tanager Wealth Management
United Kingdom
$226K +$218K +411 New
SFG
2115
Summit Financial Group
West Virginia
$226K – – –
PFA
2116
Peak Financial Advisors
Colorado
$226K – – –
HFS
2117
Heritage Financial Services
Massachusetts
$226K +$217K +410 New
GA
2118
GoalVest Advisory
New York
$225K -$7.95K -15 -4%
MIS
2119
Morningstar Investment Services
Illinois
$225K +$214K +404 New
HI
2120
Harper Investing
California
$225K -$307K -579 -59%
PMG
2121
ProVise Management Group
Florida
$225K – – –
LFG
2122
Lockerman Financial Group
California
$222K +$214K +404 New
WG
2123
Welch Group
Alabama
$222K +$214K +403 New
AWM
2124
Aberdeen Wealth Management
Illinois
$222K – – –
WFAG
2125
Worth Financial Advisory Group
North Carolina
$221K +$213K +402 New
83 84
85
86 87