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TSMC
TSM

Name Holding Trade Value Shares
Change 		Change in
Stake
GIM
1976
Goelzer Investment Management
Indiana
$747K +$140K +476 +24%
WA
1977
Wealth Architects
California
$746K -$196K -669 -21%
SH
1978
SLT Holdings
Arizona
$744K +$58.7K +200 +9%
TW
1979
Traveka Wealth
California
$744K -$8.51K -29 -1%
AWC
1980
Abundance Wealth Counselors
Pennsylvania
$743K -$14.1K -48 -2%
GPW
1981
Genesis Private Wealth
Virginia
$742K -$10.9K -37 -1%
PL
1982
Plancorp LLC
Missouri
$742K -$3.52K -12 -0.5%
OL
1983
one8zero8 LLC
North Carolina
$741K – – –
JWA
1984
JFS Wealth Advisors
Pennsylvania
$740K +$20K +68 +3%
PFBT
1985
Parkside Financial Bank & Trust
Missouri
$738K +$178K +605 +33%
CAGAS
1986
Capital Advisory Group Advisory Services
Minnesota
$738K -$4.99K -17 -0.7%
BZWA
1987
Blue Zone Wealth Advisors
California
$737K – – –
BPW
1988
Bingham Private Wealth
California
$737K +$712K +2,425 New
PGA
1989
Portland Global Advisors
Maine
$736K +$2.35K +8 +0.3%
ACP
1990
Aviance Capital Partners
Florida
$735K -$58.7K -200 -8%
LFS
1991
Legacy Financial Strategies
Kansas
$734K – – –
MCC
1992
Money Concepts Capital
Florida
$734K +$120K +409 +20%
KA
1993
KDT Advisors
New York
$733K +$64.6K +220 +10%
SG
1994
Sankala Group
Colorado
$733K +$574K +1,957 New
AFC
1995
Avise Financial Cooperative
California
$733K +$707K +2,411 New
CRC
1996
Curi RMB Capital
Illinois
$733K -$101K -345 -13%
KCM
1997
KRS Capital Management
Michigan
$729K +$20.5K +70 +3%
SWIG
1998
Strategic Wealth Investment Group
Kentucky
$726K -$365K -1,244 -34%
PTC
1999
Private Trust Company
Ohio
$726K -$138K -469 -16%
GKFF
2000
George Kaiser Family Foundation
Oklahoma
$725K – – –
78 79
80
81 82