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TSMC
TSM

Name Holding Trade Value Shares
Change 		Change in
Stake
SGA
1051
Strategic Global Advisors
California
$633K – – –
CCM
1052
Coldstream Capital Management
Washington
$632K +$87.9K +922 +18%
WSTAM
1053
Wilbanks Smith & Thomas Asset Management
Virginia
$628K -$9.63K -101 -2%
GPI
1054
General Partner Inc
Pennsylvania
$624K – – –
PCS
1055
Personal CFO Solutions
New Jersey
$618K +$16.5K +173 +3%
FPAS
1056
Focus Partners Advisor Solutions
Missouri
$616K +$19.6K +206 +4%
SAW
1057
Signal Advisors Wealth
Michigan
$612K +$559K +5,859 New
WA
1058
Wambolt & Associates
Colorado
$610K -$243K -2,550 -30%
PWP
1059
Principle Wealth Partners
Connecticut
$610K +$286 +3 +0.1%
MSA
1060
Marino Stram & Associates
Massachusetts
$608K +$47.8K +501 +9%
AIA
1061
Alera Investment Advisors
Illinois
$605K +$22.3K +234 +4%
UCB
1062
United Community Bank
South Carolina
$603K -$21.9K -230 -4%
MCI
1063
MRP Capital Investments
Georgia
$600K -$2.02M -21,201 -79%
BIAS
1064
Beacon Investment Advisory Services
New Jersey
$597K -$30.9K -324 -5%
MA
1065
Montag & Associates
Georgia
$597K +$496K +5,201 +967%
OWA
1066
Octavia Wealth Advisors
Ohio
$595K +$40.9K +429 +8%
LGA
1067
Lebenthal Global Advisors
New York
$594K +$545K +5,712 New
CQS
1068
Credential Qtrade Securities
$594K -$85.8K -900 -14%
SPWM
1069
Schrum Private Wealth Management
Florida
$593K -$131K -1,372 -19%
MWM
1070
Mission Wealth Management
California
$589K +$29.7K +311 +6%
RWB
1071
RMR Wealth Builders
New Jersey
$589K -$13.9K -146 -3%
W
1072
WorthPointe
California
$588K +$268K +2,809 +99%
HBCM
1073
Heron Bay Capital Management
Michigan
$588K +$280K +2,931 +108%
CA
1074
Crumly & Associates
Illinois
$585K +$73.7K +773 +16%
VI
1075
Vestcor Inc
New Brunswick, Canada
$583K – – –
41 42
43
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