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TSMC
TSM

Name Holding Trade Value Shares
Change 		Change in
Stake
PFM
2676
Peak Financial Management
Massachusetts
$489K -$51.9K -128 -11%
FSA
2677
Franklin Street Advisors
North Carolina
$488K – – –
JWBC
2678
John W. Brooker & Co
California
$488K +$45.4K +112 +12%
JFGLC
2679
Johnson Financial Group LLC (Colorado)
Colorado
$488K +$75.9K +187 +22%
SGCA
2680
Steel Grove Capital Advisors
Tennessee
$488K -$106K -260 -20%
MAM
2681
Milestone Asset Management
Pennsylvania
$488K -$118K -292 -22%
CF
2682
Clarity Financial
Texas
$487K -$11K -27 -3%
ASG
2683
Ariston Services Group
California
$487K +$414K +1,020 New
EWM
2684
Elevation Wealth Management
Minnesota
$486K -$2.44K -6 -0.6%
VFG
2685
V2 Financial group
Illinois
$486K +$18.3K +45 +5%
VCM
2686
Vines Capital Management
Louisiana
$486K +$39.8K +98 +11%
WF
2687
Whelan Financial
California
$486K – – –
PCM
2688
Permanent Capital Management
Illinois
$485K +$19.9K +49 +5%
CAC
2689
Certified Advisory Corp
Florida
$483K -$111K -274 -21%
ADL
2690
Asset Dedication LLC
California
$483K +$56K +138 +16%
EA
2691
Emerald Advisors
Washington
$482K +$60.9K +150 +17%
TIA
2692
Tiemann Investment Advisors
California
$481K – – –
CFWMA
2693
Center for Wealth Management Advisory
Ohio
$481K +$122K +300 +42%
AWM
2694
Aberdeen Wealth Management
Illinois
$481K +$409K +1,007 New
FMTC
2695
Farmers & Merchants Trust Company
California
$480K +$36.1K +89 +10%
TCG
2696
Transcendent Capital Group
Oklahoma
$479K +$812 +2 +0.2%
CNBT
2697
Cornerstone National Bank & Trust
Illinois
$479K +$426K +1,050 +3,750%
CPP
2698
Capasso Planning Partners
South Carolina
$479K – – –
CI
2699
CX Institutional
Indiana
$478K +$2.03K +5 +0.5%
MGAM
2700
McGowan Group Asset Management
Texas
$478K +$10.6K +26 +3%
106 107
108
109 110