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TSMC
TSM

Name Holding Trade Value Shares
Change 		Change in
Stake
MFC
2001
Morris Financial Concepts
South Carolina
$261K -$1.94K -10 -0.6%
1SB
2002
1ST Source Bank
Indiana
$261K – – –
MPWS
2003
McCarter Private Wealth Services
Massachusetts
$260K +$305K +1,569 New
GKFF
2004
George Kaiser Family Foundation
Oklahoma
$259K +$303K +1,558 New
CT
2005
Colonial Trust
South Carolina
$258K +$583 +3 +0.2%
CFS
2006
CRA Financial Services
New Jersey
$258K +$88K +453 +41%
MEG
2007
Millstone Evans Group
Colorado
$258K +$3.5K +18 +1%
TFP
2008
Tilia Fiduciary Partners
North Carolina
$258K +$5.44K +28 +2%
IF
2009
Intrua Financial
Texas
$258K -$38.7K -199 -11%
AA
2010
Apriem Advisors
California
$257K -$389 -2 -0.1%
WT
2011
Washington Trust
Rhode Island
$256K -$388K -1,996 -56%
BAAM
2012
Baker Avenue Asset Management
California
$256K +$40.4K +208 +16%
SB
2013
Simmons Bank
Arkansas
$256K -$31.5K -162 -10%
SDWIA
2014
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$256K – – –
PAMG
2015
Patton Albertson Miller Group
Tennessee
$256K +$2.92K +15 +1%
TRCT
2016
Tower Research Capital (TRC)
New York
$255K -$2.75M -14,149 -90%
MHC
2017
Meyer Handelman Company
New York
$255K -$15.5K -80 -5%
CAC
2018
Certified Advisory Corp
Florida
$255K +$20.2K +104 +7%
AWA
2019
Amplius Wealth Advisors
Pennsylvania
$255K – – –
GTAM
2020
Global Trust Asset Management
Florida
$254K -$16.3K -84 -5%
IGGA
2021
Iron Gate Global Advisors
Utah
$254K +$2.33K +12 +0.8%
NPF
2022
Norris Perne & French
Michigan
$253K +$29.1K +150 +11%
AWA
2023
AGH Wealth Advisors
Kansas
$253K +$3.89K +20 +1%
DA
2024
Detalus Advisors
Missouri
$252K +$13.8K +71 +5%
WA
2025
Westfuller Advisors
New York
$252K +$777 +4 +0.3%
79 80
81
82 83