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TSMC
TSM

Name Holding Trade Value Shares
Change 		Change in
Stake
FSA
2001
Fort Sheridan Advisors
Illinois
$1.42M – – –
FMWA
2002
Forvis Mazars Wealth Advisors
Missouri
$1.42M +$69K +170 +6%
WPWM
2003
Western Pacific Wealth Management
Illinois
$1.41M – – –
KP
2004
Keel Point
Alabama
$1.41M -$80.3K -198 -6%
LI
2005
LVZ Inc
Michigan
$1.41M +$21.9K +54 +2%
PCP
2006
Proficio Capital Partners
Massachusetts
$1.41M +$584K +1,439 +95%
EFG
2007
Ethos Financial Group
Pennsylvania
$1.41M +$575K +1,416 +60%
DWM
2008
Ducere Wealth Management
California
$1.41M +$383K +944 +47%
SLG
2009
Sanchez Levi Garrett
$1.41M – – –
AAG
2010
Armstrong Advisory Group
Massachusetts
$1.41M -$19.1K -47 -2%
GBT
2011
Grove Bank & Trust
Florida
$1.41M -$2.84K -7 -0.2%
CPWA
2012
Cerro Pacific Wealth Advisors
California
$1.4M +$43.8K +108 +4%
TAM
2013
Titleist Asset Management
Texas
$1.4M +$143K +353 +14%
BLC
2014
Brown, Lisle/Cummings
Rhode Island
$1.4M +$17.4K +43 +1%
OAG
2015
Orbis Allan Gray
Bermuda
$1.39M -$864K -2,128 -42%
UWP
2016
Uniting Wealth Partners
Kansas
$1.39M -$403K -993 -25%
LFG
2017
Larson Financial Group
Missouri
$1.39M +$166K +410 +16%
DI
2018
Dalton Investments
Nevada
$1.39M +$32.5K +80 +3%
LPAM
2019
Lodestar Private Asset Management
California
$1.39M +$4.06K +10 +0.3%
CFAM
2020
Center For Asset Management
Florida
$1.39M +$107K +264 +10%
JE
2021
JMAC Enterprises
Pennsylvania
$1.38M – – –
TSMHT
2022
Thurston Springer Miller Herd & Titak
Indiana
$1.38M +$67K +165 +6%
RBFC
2023
Roman Butler Fullerton & Co
Missouri
$1.38M +$10.6K +26 +0.8%
AZ
2024
Alpha Zero
Florida
$1.38M +$252K +621 +23%
WA
2025
WPG Advisers
Maryland
$1.38M -$49.9K -123 -4%
79 80
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