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TSMC
TSM

Name Holding Trade Value Shares
Change 		Change in
Stake
VAMG
2001
Voisard Asset Management Group
Michigan
$82.5K +$80.9K +475 New
ACM
2002
Accent Capital Management
Ohio
$81.9K – – –
B
2003
Birchbrook
Maine
$81.8K – – –
OC
2004
Oakworth Capital
Alabama
$77.8K +$64.1K +376 +522%
ATS
2005
Ashton Thomas Securities
New York
$77.1K +$75.7K +444 New
AP
2006
Advisors Preferred
Maryland
$76.2K +$75.5K +443 New
BGAI
2007
Bruce G. Allen Investments
Colorado
$75.5K -$57.8K -339 -44%
TFGT
2008
TS Financial Group (TSFG)
Illinois
$75K +$11.2K +66 +18%
EBA
2009
Eagle Bay Advisors
New York
$74.6K +$5.96K +35 +9%
RA
2010
Rise Advisors
New York
$74.3K -$23.5K -138 -24%
SVCP
2011
Silicon Valley Capital Partners
California
$74.1K +$170 +1 +0.2%
BIG
2012
Brooklyn Investment Group
New York
$73.3K +$71.9K +422 New
ABWM
2013
Alpine Bank Wealth Management
Colorado
$73.1K +$71.7K +421 New
RBC
2014
Roble Belko & Company
Pennsylvania
$73K – – –
GWP
2015
Gen-Wealth Partners
Michigan
$72.7K +$63.7K +374 New
HI
2016
Hoey Investments
Pennsylvania
$71.3K – – –
EWP
2017
Elevation Wealth Partners
California
$70.3K – – –
JFGIW
2018
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$70.3K +$27.3K +160 +66%
PA
2019
PSI Advisors
Florida
$69.9K -$3.58K -21 -5%
ATC
2020
Adirondack Trust Company
New York
$69.8K +$8.52K +50 +14%
ICA
2021
Infrastructure Capital Advisors
New York
$69.5K -$187K -1,100 -73%
LWA
2022
Lowe Wealth Advisors
Maryland
$69.5K -$8.86K -52 -12%
LIA
2023
Luken Investment Analytics
Tennessee
$69.5K – – –
MRCM
2024
M&R Capital Management
New Jersey
$69.5K – – –
RFS
2025
Richardson Financial Services
Massachusetts
$68.6K +$5.62K +33 +9%
79 80
81
82 83