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TSMC
TSM

Name Holding Trade Value Shares
Change 		Change in
Stake
NWMG
2901
National Wealth Management Group
Ohio
$233K -$158K -458 -40%
ITIM
2902
Indiana Trust & Investment Management
Indiana
$233K – – –
AA
2903
ACT Advisors
North Carolina
$233K +$237K +688 New
GWM
2904
GDS Wealth Management
Texas
$231K -$12.7K -37 -5%
DI
2905
Diligent Investors
California
$231K – – –
CA
2906
CGN Advisors
Kansas
$231K +$1.38K +4 +0.6%
EFG
2907
Embree Financial Group
Illinois
$231K +$236K +685 New
CWA
2908
Consilium Wealth Advisory
Texas
$231K +$235K +683 New
NWA
2909
Navis Wealth Advisors
New York
$230K -$77.1K -224 -25%
FPW
2910
Fairvoy Private Wealth
Alabama
$230K +$6.88K +20 +3%
JWM
2911
Jessup Wealth Management
Ohio
$230K +$4.82K +14 +2%
VARA
2912
Value Aligned Research Advisors
New Jersey
$230K – – –
V
2913
ViaWealth
Kansas
$230K – – –
AOWM
2914
Alpha Omega Wealth Management
Virginia
$230K +$234K +680 New
CAWM
2915
Capital Advisors Wealth Management
Washington
$230K +$234K +680 New
PSA
2916
Plum Street Advisors
Louisiana
$229K – – –
ASCM
2917
Adkins Seale Capital Management
Louisiana
$229K -$10.3K -30 -4%
MF
2918
Montis Financial
Massachusetts
$229K – – –
TC
2919
TownSquare Capital
Utah
$229K +$2.06K +6 +0.9%
SWM
2920
SK Wealth Management
Rhode Island
$229K -$3.44K -10 -1%
TCM
2921
Triumph Capital Management
Colorado
$229K +$106K +309 +84%
BWS
2922
Buck Wealth Strategies
Colorado
$228K -$41.3K -120 -15%
CA
2923
COFG Advisors
Illinois
$228K -$1.03K -3 -0.4%
IFWM
2924
Institute for Wealth Management
Colorado
$228K +$232K +674 New
GGI
2925
Godsey & Gibb Inc
Virginia
$228K +$3.44K +10 +2%
115 116
117
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