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TSMC
TSM

Name Holding Trade Value Shares
Change 		Change in
Stake
IA
2001
Insight Advisors
Pennsylvania
$391K -$6.48K -35 -2%
DAM
2002
Draper Asset Management
New York
$390K -$371 -2 -0.1%
GF
2003
Gries Financial
Ohio
$390K +$44.5K +240 +16%
SMG
2004
Smart Money Group
Texas
$390K +$43K +232 +16%
NFG
2005
Nadler Financial Group
Illinois
$389K – – –
BWA
2006
Bestgate Wealth Advisors
Maryland
$389K – – –
ZIG
2007
Zuckerman Investment Group
Illinois
$389K +$12.4K +67 +4%
UAG
2008
United Advisor Group
Ohio
$389K +$39.5K +213 +14%
RPC
2009
Rossmore Private Capital
Connecticut
$387K -$204K -1,100 -39%
MFG
2010
Menard Financial Group
Texas
$387K -$4.82K -26 -1%
BHWM
2011
Beaird Harris Wealth Management
Texas
$383K -$11.1K -60 -3%
MTC
2012
Matrix Trust Company
Colorado
$383K +$69.5K +375 +29%
RIG
2013
RiverFront Investment Group
Virginia
$383K +$77.3K +417 +33%
YWS
2014
Yarger Wealth Strategies
Ohio
$383K +$45.9K +248 +17%
AW
2015
Alteri Wealth
California
$380K +$43.9K +237 +16%
CCA
2016
Cottonwood Capital Advisors
Utah
$378K -$5.37K -29 -2%
GWM
2017
Gitterman Wealth Management
New Jersey
$377K -$12K -65 -4%
PP
2018
Patron Partners
Texas
$376K +$32.8K +177 +12%
HI
2019
Hoey Investments
Pennsylvania
$376K – – –
AA
2020
Aire Advisors
California
$373K – – –
PAMG
2021
Patton Albertson Miller Group
Tennessee
$373K +$19.3K +104 +7%
SIAG
2022
Safeguard Investment Advisory Group
California
$372K +$304K +1,643 New
BCM
2023
BluePath Capital Management
Georgia
$369K +$40K +216 +15%
HIC
2024
Holderness Investments Company
North Carolina
$368K +$301K +1,627 New
PAWA
2025
Palo Alto Wealth Advisors
California
$368K – – –
79 80
81
82 83