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TSMC
TSM

Name Holding Trade Value Shares
Change 		Change in
Stake
SVWAG
926
Sound View Wealth Advisors Group
Georgia
$434K +$10.4K +144 +4%
MME
927
Meag Munich Ergo
Germany
$433K +$125K +1,727 +42%
GWM
928
Greenwich Wealth Management
Connecticut
$433K +$12.8K +177 +3%
SIG
929
Spinnaker Investment Group
California
$432K +$5.06K +70 +1%
DBRC
930
D.B. Root & Company
Pennsylvania
$428K +$416K +5,745 New
EWM
931
Endowment Wealth Management
Wisconsin
$428K -$6.87K -95 -2%
CPWA
932
Cerro Pacific Wealth Advisors
California
$428K -$56.8K -785 -12%
PWP
933
Principle Wealth Partners
Connecticut
$426K +$83.4K +1,153 +25%
IWA
934
Intercontinental Wealth Advisors
Texas
$424K +$3.69K +51 +0.9%
PIM
935
Penobscot Investment Management
Massachusetts
$423K -$234K -3,230 -36%
BCM
936
Birch Capital Management
Texas
$423K – – –
AIA
937
Alera Investment Advisors
Illinois
$422K -$42.8K -592 -9%
RFA
938
Resurgent Financial Advisors
Georgia
$420K +$40.7K +562 +11%
PG
939
Patten Group
Tennessee
$419K -$209K -2,893 -34%
OWA
940
One Wealth Advisors
California
$418K -$555K -7,676 -58%
TF
941
Trek Financial
Arizona
$412K -$1.45K -20 -0.4%
PCH
942
PGIM Custom Harvest
New Jersey
$410K +$398K +5,503 New
CFG
943
Carr Financial Group
Massachusetts
$410K +$396K +5,468 New
AAM
944
Auxier Asset Management
Oregon
$409K – – –
WHAM
945
Windmill Hill Asset Management
United Kingdom
$407K +$396K +5,470 New
PGFC
946
Peapack-Gladstone Financial Corp
New Jersey
$407K +$46.4K +642 +13%
YIA
947
YHB Investment Advisors
Connecticut
$407K -$65.5K -905 -14%
FCA
948
FLC Capital Advisors
California
$406K +$394K +5,444 New
CIC
949
Carnegie Investment Counsel
Ohio
$405K +$393K +5,431 New
LFA
950
Legacy Financial Advisors
Kentucky
$404K +$393K +5,430 New
36 37
38
39 40