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TSMC
TSM

Name Holding Trade Value Shares
Change 		Change in
Stake
NFP
1226
Narus Financial Partners
Utah
$219K +$246K +2,100 New
BWA
1227
Blodgett Wealth Advisors
California
$218K – – –
MMA
1228
Miracle Mile Advisors
California
$217K -$151K -1,293 -38%
CAG
1229
Crestwood Advisors Group
Massachusetts
$217K – – –
PTC
1230
Philadelphia Trust Company
Pennsylvania
$217K – – –
CWP
1231
Concord Wealth Partners
Virginia
$216K -$3.39K -29 -1%
GCA
1232
Gradient Capital Advisors
California
$215K -$28.7K -245 -11%
FWTB
1233
First Western Trust Bank
Colorado
$215K +$235K +2,010 New
PA
1234
PFG Advisors
Arizona
$215K +$241K +2,058 New
CT
1235
Caldwell Trust
Florida
$214K – – –
LOIM
1236
Liberty One Investment Management
Illinois
$213K -$34.6K -296 -13%
FM
1237
Freemont Management
Switzerland
$213K – – –
SIMG
1238
Stephens Investment Management Group
Texas
$211K – – –
GWS
1239
Glassman Wealth Services
Virginia
$211K +$7.95K +68 +3%
UMC
1240
United Maritime Capital
New York
$210K – – –
AWC
1241
Abundance Wealth Counselors
Pennsylvania
$210K +$235K +2,012 New
HA
1242
Harbor Advisors
Florida
$209K – – –
SAM
1243
SP Asset Management
California
$209K – – –
SFG
1244
Sather Financial Group
Texas
$209K +$234K +2,004 New
ISWM
1245
Independent Solutions Wealth Management
New York
$208K +$20.3K +174 +10%
EWM
1246
EPG Wealth Management
Georgia
$207K -$12.5K -107 -5%
RT
1247
Rockland Trust
Massachusetts
$207K – – –
MCM
1248
Monarch Capital Management
Indiana
$206K – – –
CL
1249
CIM LLC
New York
$205K – – –
MA
1250
MBA Advisors
Pennsylvania
$205K +$3.27K +28 +1%
48 49
50
51 52