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Thermo Fisher Scientific
TMO

Name Holding Trade Value Shares
Change 		Change in
Stake
OCM
2226
Orion Capital Management
California
$229K – – –
CAC
2227
Certified Advisory Corp
Florida
$229K +$237K +414 New
PFGIA
2228
Patriot Financial Group Insurance Agency
Massachusetts
$229K -$6.3K -11 -3%
HFS
2229
Heritage Financial Services
Massachusetts
$228K -$6.3K -11 -3%
PIWA
2230
Prevail Innovative Wealth Advisors
Kansas
$228K +$4.01K +7 +2%
IPW
2231
Inlet Private Wealth
Florida
$227K +$235K +410 New
IAS
2232
Investment Advisory Services
Texas
$226K +$7.45K +13 +3%
RIS
2233
Retirement Income Solutions
Michigan
$226K -$6.3K -11 -3%
TA
2234
TruWealth Advisors
Louisiana
$223K -$14.3K -25 -6%
PWM
2235
Penobscot Wealth Management
Maine
$223K +$4.01K +7 +2%
KL
2236
KilterHowling LLC
Colorado
$223K – – –
WDG
2237
Wealth Dimensions Group
Ohio
$222K +$18.3K +32 +9%
TFA
2238
TPG Financial Advisors
Oregon
$222K +$230K +402 New
HCM
2239
Hengehold Capital Management
Ohio
$221K +$229K +400 New
BIG
2240
Builder Investment Group
Georgia
$221K – – –
DM
2241
Diker Management
New York
$221K – – –
PMG
2242
ProVise Management Group
Florida
$221K – – –
SWM
2243
Seed Wealth Management
Illinois
$221K – – –
I
2244
INVST
Indiana
$221K +$6.88K +12 +3%
BOS
2245
Bank of Stockton
California
$221K +$9.74K +17 +4%
WJA
2246
Willis Johnson & Associates
Texas
$220K +$25.2K +44 +12%
ATWA
2247
Arbor Trust Wealth Advisors
Michigan
$220K +$2.29K +4 +1%
SP
2248
Saranac Partners
$220K – – –
IA
2249
IFG Advisory
Georgia
$220K +$227K +397 New
ACM
2250
Avalon Capital Management
California
$220K +$29.2K +51 +15%
88 89
90
91 92