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TSMC
TSM

Name Holding Trade Value Shares
Change 		Change in
Stake
FHC
2001
First Heartland Consultants
Missouri
$526K -$19.1K -78 -4%
CAS
2002
Coppell Advisory Solutions
Texas
$525K +$45.7K +187 +11%
STCOSD
2003
Sageworth Trust Company of South Dakota
South Dakota
$524K – – –
AWP
2004
Abacus Wealth Partners
California
$524K -$30.1K -123 -6%
BWP
2005
Bernardo Wealth Planning
Pennsylvania
$524K – – –
AWA
2006
Aletheian Wealth Advisors
Washington
$522K -$36.2K -148 -7%
CAAS
2007
Capital Asset Advisory Services
Michigan
$519K +$2.93K +12 +0.7%
EFG
2008
Elm3 Financial Group
Georgia
$518K -$19.1K -78 -4%
KF
2009
Krilogy Financial
Missouri
$518K +$431K +1,763 New
MWP
2010
Meriwether Wealth & Planning
Louisiana
$517K -$102K -418 -18%
CA
2011
Claro Advisors
Massachusetts
$516K -$21.3K -87 -4%
MCP
2012
Mirador Capital Partners
California
$515K +$14.7K +60 +3%
PCA
2013
Prosperity Capital Advisors
Ohio
$514K -$53.1K -217 -11%
IPW
2014
Intergy Private Wealth
Colorado
$514K +$22.3K +91 +5%
CPA
2015
Capital Performance Advisors
California
$511K +$145K +591 +48%
LCM
2016
Lazari Capital Management
California
$511K -$7.34K -30 -2%
GWM
2017
Gitterman Wealth Management
New Jersey
$510K +$39.4K +161 +10%
PFBT
2018
Parkside Financial Bank & Trust
Missouri
$509K -$58.7K -240 -12%
HIC
2019
Holderness Investments Company
North Carolina
$508K +$47K +192 +12%
1CP
2020
17 Capital Partners
Arizona
$508K – – –
SAM
2021
Stansberry Asset Management
Texas
$506K +$1.96K +8 +0.4%
DOA
2022
D'Orazio & Associates
Virginia
$505K +$5.87K +24 +1%
RWA
2023
Redhawk Wealth Advisors
Minnesota
$504K +$113K +462 +34%
BP
2024
BBR Partners
New York
$502K +$440K +1,798 New
CCAM
2025
Cascades Capital Asset Management
North Carolina
$501K +$63.6K +260 +17%
79 80
81
82 83