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Thermo Fisher Scientific
TMO

Name Holding Trade Value Shares
Change 		Change in
Stake
RWA
2201
Rooted Wealth Advisors
Illinois
$275K -$17K -30 -6%
CCFCSB
2202
Cape Cod Five Cents Savings Bank
Massachusetts
$274K – – –
HIM
2203
Harbour Investment Management
Washington
$274K – – –
HWM
2204
Hohimer Wealth Management
Washington
$273K – – –
BHBT
2205
Burke & Herbert Bank & Trust
Virginia
$273K +$266K +471 New
OWCM
2206
One Wealth Capital Management
Arizona
$273K +$266K +471 New
PFGIA
2207
Patriot Financial Group Insurance Agency
Massachusetts
$272K +$7.92K +14 +3%
WIM
2208
Warwick Investment Management
Texas
$272K +$9.05K +16 +4%
BSSFA
2209
Baron Silver Stevens Financial Advisors
Florida
$272K -$10.2K -18 -4%
BA
2210
Bluesphere Advisors
Pennsylvania
$272K – – –
RBWA
2211
RFG - Bristol Wealth Advisors
Massachusetts
$271K -$130K -229 -33%
PMFA
2212
Plante Moran Financial Advisors
Michigan
$271K +$5.09K +9 +2%
PFSC
2213
Peoples Financial Services Corp
Pennsylvania
$271K -$52.6K -93 -17%
GA
2214
Goldstein Advisors
Wisconsin
$271K +$1.13K +2 +0.4%
TC
2215
TownSquare Capital
Utah
$270K -$1.41M -2,499 -84%
SIS
2216
Sound Income Strategies
Florida
$269K +$172K +304 +234%
CWP
2217
Curated Wealth Partners
California
$268K +$262K +463 New
JMA
2218
J.M. Arbour
Maine
$268K +$262K +463 New
ML
2219
McAdam LLC
Pennsylvania
$267K +$261K +461 New
PAP
2220
Persistent Asset Partners
Hong Kong
$267K +$260K +460 New
RAM
2221
Reflection Asset Management
South Carolina
$267K +$260K +460 New
TYCC
2222
Texas Yale Capital Corp
Florida
$267K +$260K +460 New
FP
2223
Financial Perspectives
Minnesota
$266K – – –
DWM
2224
Darwin Wealth Management
Florida
$266K +$5.09K +9 +2%
SWA
2225
Strata Wealth Advisors
Texas
$266K +$10.7K +19 +4%
87 88
89
90 91