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TSMC
TSM

Name Holding Trade Value Shares
Change 		Change in
Stake
SC
2001
Schubert & Co
Texas
$722K +$8.8K +30 +1%
EFG
2002
Ethos Financial Group
Pennsylvania
$721K +$253K +861 +57%
SAM
2003
Synergy Asset Management
Washington
$721K -$38.7K -132 -5%
OBWG
2004
Onyx Bridge Wealth Group
New York
$721K +$96.2K +328 +16%
BPWM
2005
Badgley Phelps Wealth Managers
Washington
$720K +$130K +442 +23%
MWM
2006
MOR Wealth Management
Pennsylvania
$719K +$694K +2,366 New
AWM
2007
Activest Wealth Management
Florida
$718K +$288K +983 +71%
PWA
2008
Physician Wealth Advisors
Utah
$718K +$66.9K +228 +11%
HWP
2009
Hibernia Wealth Partners
Louisiana
$717K +$692K +2,358 New
GA
2010
GFS Advisors
Texas
$716K +$100K +341 +17%
CRWM
2011
Castle Rock Wealth Management
California
$715K -$38.4K -131 -6%
IF
2012
Intrua Financial
Texas
$713K -$6.75K -23 -1%
AFC
2013
AFT Forsyth & Company
Florida
$711K – – –
FAM
2014
Fairtree Asset Management
South Africa
$711K +$375K +1,277 +120%
CAM
2015
Chesapeake Asset Management
New York
$706K +$523K +1,782 +329%
VIS
2016
Vega Investment Solutions
France
$706K +$681K +2,322 New
WN
2017
Williams & Novak
California
$705K +$160K +547 +31%
NI
2018
NCP Inc
California
$705K +$20.2K +69 +3%
AWM
2019
AAF Wealth Management
Massachusetts
$704K +$1.76K +6 +0.3%
WWA
2020
Wisconsin Wealth Advisors
Wisconsin
$703K -$275K -938 -29%
BWA
2021
Bestgate Wealth Advisors
Maryland
$703K -$8.8K -30 -1%
GTAM
2022
Global Trust Asset Management
Florida
$702K -$551K -1,877 -45%
WCP
2023
Wick Capital Partners
Pennsylvania
$702K +$278K +948 +70%
BWM
2024
BankPlus Wealth Management
Mississippi
$701K +$4.11K +14 +0.6%
EPAM
2025
Euro Pacific Asset Management
Puerto Rico
$700K +$23.5K +80 +3%
79 80
81
82 83