We are live on ! Find out more
TSM icon

TSMC
TSM

Name Holding Trade Value Shares
Change 		Change in
Stake
RIA
2001
Realta Investment Advisors
Delaware
$281K +$968 +5 +0.4%
IAA
2002
Ironsides Asset Advisors
North Carolina
$280K – – –
EP
2003
Essential Planning
New Hampshire
$280K +$281K +1,453 New
LGW
2004
Leslie Global Wealth
Illinois
$280K -$1.35K -7 -0.5%
UWM
2005
USAdvisors Wealth Management
Minnesota
$279K -$18.6K -96 -6%
BSI
2006
Bennett Selby Investments
Maine
$279K +$13.9K +72 +5%
SFCL
2007
Strengthening Families & Communities LLC
Massachusetts
$278K -$2.07M -10,680 -88%
EWM
2008
Elmwood Wealth Management
California
$277K +$9.68K +50 +4%
TCOT
2009
Trust Company of Toledo
Ohio
$276K +$271K +1,399 New
SFC
2010
SYM Financial Corp
Indiana
$275K +$35.4K +183 +15%
KFSC
2011
Keystone Financial Services (Colorado)
Colorado
$275K -$1.94K -10 -0.7%
SFC
2012
Swisher Financial Concepts
Ohio
$275K -$391K -2,020 -59%
MWA
2013
Moser Wealth Advisors
Washington
$275K +$82.3K +425 +44%
IP
2014
Isthmus Partners
Wisconsin
$275K +$269K +1,390 New
JCFM
2015
JBR Co Financial Management
Oklahoma
$274K +$40.4K +209 +18%
NPF
2016
Norris Perne & French
Michigan
$271K – – –
OFS
2017
Orrstown Financial Services
Pennsylvania
$271K +$28.6K +148 +12%
VARA
2018
Value Aligned Research Advisors
New Jersey
$271K -$967K -4,999 -78%
BFA
2019
Beaumont Financial Advisors
Massachusetts
$269K +$26.5K +137 +11%
TWA
2020
TCI Wealth Advisors
Arizona
$269K +$19.5K +101 +8%
IA
2021
Integrity Alliance
Iowa
$269K +$263K +1,361 New
GA
2022
GFS Advisors
Texas
$268K -$50.7K -262 -16%
BFA
2023
Beacon Financial Advisory
Ohio
$268K +$13.2K +68 +5%
GWM
2024
GK Wealth Management
Nevada
$268K +$262K +1,355 New
MEAC
2025
M.E. Allison & Co
Texas
$267K +$262K +1,354 New
79 80
81
82 83