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TSMC
TSM

Name Holding Trade Value Shares
Change 		Change in
Stake
PWC
2751
Pathfinder Wealth Consulting
North Carolina
$232K +$224K +762 New
LSWP
2752
Liberty Square Wealth Partners
Pennsylvania
$232K – – –
WP
2753
WealthShield Partners
North Carolina
$231K -$8.8K -30 -4%
FLP
2754
Financial Life Planners
Arizona
$231K +$44.3K +151 +25%
CAM
2755
CPA Asset Management
Florida
$231K +$223K +759 New
SWM
2756
SK Wealth Management
Rhode Island
$231K – – –
PFW
2757
Petros Family Wealth
Minnesota
$230K +$222K +757 New
SEP
2758
Southland Equity Partners
Missouri
$230K +$10.6K +36 +5%
JWWM
2759
Johnson & White Wealth Management
Pennsylvania
$229K – – –
DP
2760
DDD Partners
Washington
$229K +$222K +755 New
PWM
2761
Purus Wealth Management
California
$229K +$222K +755 New
LWMI
2762
Legacy Wealth Management (Idaho)
Idaho
$229K +$83.3K +284 +61%
ACM
2763
Argyle Capital Management
Pennsylvania
$229K – – –
GCA
2764
Gallagher Capital Advisors
Texas
$229K +$221K +753 New
SAP
2765
Strategic Advisory Partners
North Carolina
$229K +$221K +752 New
SWM
2766
Scissortail Wealth Management
Oklahoma
$228K – – –
TWM
2767
Thrive Wealth Management
Pennsylvania
$227K +$220K +749 New
R
2768
Rebalance
California
$227K +$219K +747 New
DWM
2769
Destination Wealth Management
California
$227K +$219K +746 New
WA
2770
WealthTrust Axiom
Pennsylvania
$226K +$219K +745 New
DWM
2771
Ducere Wealth Management
California
$225K +$217K +740 New
KAM
2772
Knightsbridge Asset Management
California
$225K +$2.93K +10 +1%
BWM
2773
Bullock Wealth Management
Indiana
$225K +$4.7K +16 +2%
5NPW
2774
55 North Private Wealth
Florida
$225K +$217K +739 New
AWM
2775
Alterna Wealth Management
Texas
$225K +$217K +739 New
109 110
111
112 113