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TSMC
TSM

Name Holding Trade Value Shares
Change 		Change in
Stake
IAA
2001
Ironsides Asset Advisors
North Carolina
$280K – – –
EP
2002
Essential Planning
New Hampshire
$280K +$281K +1,453 New
LGW
2003
Leslie Global Wealth
Illinois
$280K -$1.35K -7 -0.5%
UWM
2004
USAdvisors Wealth Management
Minnesota
$279K -$18.6K -96 -6%
BSI
2005
Bennett Selby Investments
Maine
$279K +$13.9K +72 +5%
SFCL
2006
Strengthening Families & Communities LLC
Massachusetts
$278K -$2.07M -10,680 -88%
EWM
2007
Elmwood Wealth Management
California
$277K +$9.68K +50 +4%
TCOT
2008
Trust Company of Toledo
Ohio
$276K +$271K +1,399 New
SFC
2009
SYM Financial Corp
Indiana
$275K +$35.4K +183 +15%
KFSC
2010
Keystone Financial Services (Colorado)
Colorado
$275K -$1.94K -10 -0.7%
SFC
2011
Swisher Financial Concepts
Ohio
$275K -$391K -2,020 -59%
MWA
2012
Moser Wealth Advisors
Washington
$275K +$82.3K +425 +44%
IP
2013
Isthmus Partners
Wisconsin
$275K +$269K +1,390 New
JCFM
2014
JBR Co Financial Management
Oklahoma
$274K +$40.4K +209 +18%
NPF
2015
Norris Perne & French
Michigan
$271K – – –
OFS
2016
Orrstown Financial Services
Pennsylvania
$271K +$28.6K +148 +12%
VARA
2017
Value Aligned Research Advisors
New Jersey
$271K -$967K -4,999 -78%
BFA
2018
Beaumont Financial Advisors
Massachusetts
$269K +$26.5K +137 +11%
TWA
2019
TCI Wealth Advisors
Arizona
$269K +$19.5K +101 +8%
IA
2020
Integrity Alliance
Iowa
$269K +$263K +1,361 New
GA
2021
GFS Advisors
Texas
$268K -$50.7K -262 -16%
BFA
2022
Beacon Financial Advisory
Ohio
$268K +$13.2K +68 +5%
GWM
2023
GK Wealth Management
Nevada
$268K +$262K +1,355 New
MEAC
2024
M.E. Allison & Co
Texas
$267K +$262K +1,354 New
CWM
2025
Chemistry Wealth Management
New York
$267K +$262K +1,353 New
79 80
81
82 83