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TSMC
TSM

Name Holding Trade Value Shares
Change 		Change in
Stake
FWM
1951
FFT Wealth Management
Pennsylvania
$200K +$196K +1,152 New
TLCM
1952
Twin Lakes Capital Management
California
$196K – – –
RDFA
1953
Ritter Daniher Financial Advisory
Ohio
$192K – – –
IBOK
1954
Independence Bank of Kentucky
Kentucky
$187K -$11.8K -69 -6%
CT
1955
Coastline Trust
Rhode Island
$184K +$181K +1,060 New
VCM
1956
Versant Capital Management
Arizona
$183K +$49.2K +289 +38%
HGERS
1957
Householder Group Estate & Retirement Specialist
Arizona
$182K +$11.1K +65 +7%
FMP
1958
Financial Management Professionals
Texas
$180K +$24.7K +145 +16%
SIS
1959
Strategic Investment Solutions
Illinois
$174K +$31.4K +184 +22%
MMG
1960
Monetary Management Group
Missouri
$174K – – –
TIM
1961
Thompson Investment Management
Wisconsin
$174K – – –
WTG
1962
West Tower Group
Virginia
$174K – – –
LWCFA
1963
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$168K – – –
MWA
1964
Moser Wealth Advisors
Washington
$168K – – –
DCM
1965
Dudley Capital Management
Virginia
$167K +$40K +235 +32%
GGI
1966
Godsey & Gibb Inc
Virginia
$165K -$55.7K -327 -26%
HWP
1967
Highline Wealth Partners
California
$164K +$93K +546 +138%
LOIM
1968
Liberty One Investment Management
Illinois
$157K -$10.2K -60 -6%
PMFA
1969
Plante Moran Financial Advisors
Michigan
$156K – – –
TC
1970
Truvestments Capital
Florida
$153K +$150K +883 New
PPC
1971
Park Place Capital
Alabama
$153K +$53.7K +315 +56%
PK
1972
Pflug Koory
Nebraska
$151K +$148K +868 New
PS
1973
Planned Solutions
California
$146K +$144K +843 New
JPWM
1974
Jamison Private Wealth Management
Georgia
$146K +$44K +258 +44%
CFG
1975
CKW Financial Group
Hawaii
$146K – – –
77 78
79
80 81