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TSMC
TSM

Name Holding Trade Value Shares
Change 		Change in
Stake
W
1976
WealthCollab
Washington
$145K +$33.6K +197 +31%
MSFP
1977
Mark Sheptoff Financial Planning
Connecticut
$140K -$29.8K -175 -18%
NI
1978
NCP Inc
California
$139K +$136K +800 New
HCP
1979
Hexagon Capital Partners
Arkansas
$138K – – –
AWM
1980
Atticus Wealth Management
Florida
$135K – – –
KFI
1981
Key Financial Inc
Pennsylvania
$127K – – –
NPP
1982
New Potomac Partners
Maryland
$126K +$124K +725 New
CWP
1983
Concord Wealth Partners
Virginia
$125K +$62.2K +365 +104%
WI
1984
Wintrust Investments
Illinois
$123K -$1.07M -6,307 -90%
NL
1985
NKCFO LLC
Illinois
$122K -$699K -4,100 -85%
ITIM
1986
Indiana Trust & Investment Management
Indiana
$119K – – –
RA
1987
Ransom Advisory
Rhode Island
$110K – – –
BCP
1988
Blue Chip Partners
Michigan
$106K +$104K +608 New
JIP
1989
Jaffetilchin Investment Partners
Florida
$102K +$100K +588 New
FFA
1990
Frazier Financial Advisors
Ohio
$101K -$60K -352 -38%
DP
1991
Denver PWM
Colorado
$97.4K -$14K -82 -13%
CTWM
1992
Cherry Tree Wealth Management
Minnesota
$96K – – –
T
1993
Tidemark
California
$90.3K +$170 +1 +0.2%
SIS
1994
Sound Income Strategies
Florida
$89.8K – – –
CCC
1995
Chelsea Counsel Company
California
$87.1K +$17K +100 +25%
CWM
1996
CarsonAllaria Wealth Management
Illinois
$86.8K – – –
PP
1997
Pingora Partners
Wyoming
$86.8K – – –
PH
1998
Pinnacle Holdings
Oklahoma
$86.8K – – –
WOSD
1999
WFA of San Diego
California
$82.7K – – –
VAMG
2000
Voisard Asset Management Group
Michigan
$82.5K +$80.9K +475 New
78 79
80
81 82