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TSMC
TSM

Name Holding Trade Value Shares
Change 		Change in
Stake
NC
2001
NewSquare Capital
Pennsylvania
$28.7K +$25K +165 New
FIM
2002
FWL Investment Management
Texas
$28.2K – – –
TCM
2003
Tradewinds Capital Management
Washington
$27.8K – – –
HFS
2004
Horizon Financial Services
North Carolina
$27.5K +$15.2K +100 +172%
OW
2005
Olistico Wealth
Oklahoma
$27.3K +$23.8K +157 New
VWM
2006
Valley Wealth Managers
New Jersey
$26.8K +$23.4K +154 New
BSB
2007
Bangor Savings Bank
Maine
$26.6K +$23.2K +153 New
BCMLT
2008
Beacon Capital Management LLC (Tennessee)
Tennessee
$25.6K – – –
GJWM
2009
Gilliland Jeter Wealth Management
Arkansas
$25.6K – – –
AEPWM
2010
Atlantic Edge Private Wealth Management
Florida
$25.2K +$22K +145 New
KSWA
2011
Kathleen S. Wright Associates
Pennsylvania
$24.7K – – –
VAG
2012
VisionPoint Advisory Group
Texas
$23.5K -$12.1K -80 -37%
DCM
2013
Davis Capital Management
Florida
$23.1K – – –
AIC
2014
Archer Investment Corporation
Indiana
$22.4K – – –
SC
2015
SouthState Corp
Florida
$22.1K -$2.88K -19 -13%
HFS
2016
HBC Financial Services
Washington
$22K – – –
AFG
2017
Albion Financial Group
Utah
$21.6K – – –
SC
2018
Steph & Co
Wisconsin
$21.6K – – –
EPW
2019
Evergreen Private Wealth
Colorado
$21.4K – – –
BOC
2020
Bull Oak Capital
California
$21.4K – – –
WIM
2021
Westside Investment Management
California
$21.2K +$8.19K +54 +79%
KFS
2022
Kelly Financial Services
Massachusetts
$20.9K +$13.3K +88 +275%
WTA
2023
Washington Trust Advisors
Massachusetts
$20K – – –
NCM
2024
Northwest Capital Management
Oregon
$20K – – –
SA
2025
SRH Advisors
Kansas
$19.6K – – –
79 80
81
82 83