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TSMC
TSM

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