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TSMC
TSM

Name Holding Trade Value Shares
Change 		Change in
Stake
CPA
1976
Cardiff Park Advisors
California
$291K – – –
SPI
1977
Sutton Place Investors
New York
$290K +$2.9K +15 +1%
TWP
1978
Tower Wealth Partners
Pennsylvania
$290K +$40.3K +208 +16%
AT
1979
Arlington Trust
Alabama
$290K – – –
HP
1980
Holistic Planning
Texas
$290K -$19.7K -102 -6%
VC
1981
Veery Capital
Delaware
$290K -$10.1K -52 -3%
CIC
1982
Chilton Investment Company
Connecticut
$289K +$53.2K +275 +23%
RFN
1983
Redwood Financial Network
Ohio
$288K +$16.3K +84 +6%
ACM
1984
Alta Capital Management
Utah
$288K +$6K +31 +2%
PFBT
1985
Parkside Financial Bank & Trust
Missouri
$287K -$28.4K -147 -9%
LC
1986
LCNB Corp
Ohio
$287K -$19.4K -100 -6%
CCG
1987
Chatham Capital Group
Georgia
$286K – – –
DA
1988
Detalus Advisors
Missouri
$286K +$281K +1,450 New
SF
1989
Safeguard Financial
Wisconsin
$286K -$19.2K -99 -6%
LWM
1990
Laidlaw Wealth Management
New York
$285K +$12.8K +66 +5%
AIP
1991
Almanack Investment Partners
Pennsylvania
$285K -$11.4K -59 -4%
WAM
1992
WNY Asset Management
New York
$284K -$968 -5 -0.3%
BFWM
1993
Bright Futures Wealth Management
New York
$283K -$2.36M -12,190 -90%
CAC
1994
Certified Advisory Corp
Florida
$283K – – –
MSFS
1995
Main Street Financial Solutions
Pennsylvania
$282K -$43.7K -226 -14%
TFA
1996
Transamerica Financial Advisors
Florida
$282K -$22.1K -114 -7%
MAM
1997
Mystic Asset Management
Rhode Island
$282K – – –
FFWA
1998
FRG Family Wealth Advisors
Washington
$281K +$7.74K +40 +3%
FFM
1999
Forum Financial Management
Illinois
$281K +$25.4K +131 +10%
RIA
2000
Realta Investment Advisors
Delaware
$281K +$968 +5 +0.4%
78 79
80
81 82