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TSMC
TSM

Name Holding Trade Value Shares
Change 		Change in
Stake
APG
2601
Abacus Planning Group
South Carolina
$575K – – –
AWM
2602
Alterna Wealth Management
Texas
$574K +$226K +558 +87%
BP
2603
BWM Planning
Texas
$573K +$55.6K +137 +13%
TPA
2604
Trivium Point Advisory
Connecticut
$573K +$126K +310 +35%
CWP
2605
Curated Wealth Partners
California
$571K +$23.5K +58 +5%
LWA
2606
Lifelong Wealth Advisors
Minnesota
$570K – – –
PMG
2607
ProVise Management Group
Florida
$567K -$13.4K -33 -3%
PWM
2608
Purus Wealth Management
California
$567K +$179K +440 +59%
CCWP
2609
Cedar Cove Wealth Partners
Minnesota
$566K +$8.12K +20 +2%
LSIA
2610
LaSalle St. Investment Advisors
Illinois
$566K +$10.1K +25 +2%
KCM
2611
Kanawha Capital Management
Virginia
$565K +$76.7K +189 +19%
SA
2612
Seneschal Advisors
Washington
$564K -$17.4K -43 -4%
BWM
2613
BCS Wealth Management
Tennessee
$564K +$479K +1,180 New
AFWM
2614
Arta Finance Wealth Management
California
$562K -$90.5K -223 -16%
TL
2615
Tradewinds LLC
North Carolina
$561K +$850K +2,094 +292%
CG
2616
Corundum Group
Colorado
$561K -$47.1K -116 -9%
WAU
2617
Wellington-Altus USA
Manitoba, Canada
$560K -$64.1K -158 -9%
CIC
2618
Cutler Investment Counsel
Oregon
$559K +$19.1K +47 +4%
CFA
2619
Capstone Financial Advisors
Illinois
$558K -$358K -882 -43%
CFP
2620
Catalyst Financial Partners
Massachusetts
$557K -$170K -418 -26%
CHC
2621
City Holding Co
West Virginia
$557K -$8.12K -20 -2%
MFG
2622
Mission Financial Group
Nevada
$556K +$473K +1,165 New
ACA
2623
Affinity Capital Advisors
California
$556K +$28K +69 +6%
PFGIA
2624
Patriot Financial Group Insurance Agency
Massachusetts
$554K -$420K -1,035 -47%
SCP
2625
Stevens Capital Partners
Nebraska
$553K +$155K +382 +49%
103 104
105
106 107