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TSMC
TSM

Name Holding Trade Value Shares
Change 		Change in
Stake
JWM
2551
JDH Wealth Management
California
$388K +$18.9K +55 +5%
FDCP
2552
Foster Dykema Cabot & Partners
Massachusetts
$387K – – –
W
2553
WealthCollab
Washington
$387K – – –
COCM
2554
Charter Oak Capital Management
New Hampshire
$387K +$15.1K +44 +4%
CF
2555
Convergence Financial
Missouri
$386K +$382K +1,110 New
SSCA
2556
South Shore Capital Advisors
Massachusetts
$386K +$112K +326 +40%
PWW
2557
Pettyjohn Wood & White
Virginia
$385K – – –
IWP
2558
Innova Wealth Partners
Pennsylvania
$385K +$392K +1,139 New
CWP
2559
Curated Wealth Partners
California
$384K -$120K -350 -24%
TAFW
2560
Tred Avon Family Wealth
Maryland
$384K -$23.1K -67 -6%
CA
2561
Cornerstone Advisory
Maryland
$384K -$2.75K -8 -0.7%
MAM
2562
McLean Asset Management
Virginia
$383K -$2.75K -8 -0.7%
PCM
2563
Permanent Capital Management
Illinois
$383K +$48.5K +141 +17%
FAN
2564
Financial Advisors Network
California
$382K +$12.4K +36 +3%
QC
2565
Quent Capital
New York
$382K +$7.92K +23 +2%
TLCM
2566
Twin Lakes Capital Management
California
$381K – – –
FC
2567
Financial Consulate
Maryland
$380K +$124K +361 +47%
CIC
2568
Cutler Investment Counsel
Oregon
$380K – – –
HA
2569
Harfst & Associates
Wyoming
$380K – – –
DA
2570
Dillon & Associates
Michigan
$380K +$43K +125 +13%
OCG
2571
Opus Capital Group
Ohio
$380K +$68.1K +198 +21%
RFM
2572
Royal Fund Management
Florida
$379K -$86K -250 -18%
HIS
2573
Horizon Investment Services
Indiana
$379K +$48.2K +140 +14%
CSI
2574
Cross Staff Investments
New York
$377K +$25.8K +75 +7%
WA
2575
Winter & Associates
Minnesota
$377K +$39.9K +116 +12%
101 102
103
104 105