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TSMC
TSM

Name Holding Trade Value Shares
Change 		Change in
Stake
GFWA
1226
Grey Fox Wealth Advisors
Delaware
$605K – – –
AP
1227
Adero Partners
California
$604K +$137K +1,107 +33%
FTWA
1228
Fifth Third Wealth Advisors
Ohio
$601K +$152K +1,226 +38%
BAM
1229
Brilliance Asset Management
Hong Kong
$599K +$547K +4,406 New
AAM
1230
Aureus Asset Management
Massachusetts
$599K -$64.2K -517 -11%
SAI
1231
Systematic Alpha Investments
New Jersey
$599K – – –
BC
1232
Bridgefront Capital
Texas
$597K +$545K +4,391 New
CAG
1233
Csenge Advisory Group
Florida
$597K +$84.5K +680 +18%
NIM
1234
Northeast Investment Management
Massachusetts
$593K – – –
BWM
1235
BKM Wealth Management
Wisconsin
$592K +$65.6K +528 +14%
UOTTAIMCU
1236
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
$584K -$925K -7,450 -63%
LWM
1237
Lodestone Wealth Management
Washington
$583K +$55.3K +445 +12%
PCM
1238
Parsons Capital Management
Rhode Island
$581K +$6.21K +50 +1%
FG
1239
Foster Group
Iowa
$579K -$105K -848 -17%
TCM
1240
Triumph Capital Management
Colorado
$579K +$509K +4,095 New
NRC
1241
New Republic Capital
North Carolina
$579K -$6.46K -52 -1%
NS
1242
NBC Securities
Alabama
$578K +$41.1K +331 +8%
BOH
1243
Bank of Hawaii
Hawaii
$574K +$173K +1,389 +49%
CW
1244
CreativeOne Wealth
Kansas
$573K +$107K +863 +26%
FNT
1245
First Nebraska Trust
Nebraska
$572K +$44K +354 +9%
MAM
1246
Morse Asset Management
Connecticut
$570K – – –
PP
1247
Prudential plc
United Kingdom
$567K +$77.5K +624 +18%
WANY
1248
Wealthspire Advisors (New York)
New York
$567K +$104K +837 +25%
CAM
1249
Cidel Asset Management
Ontario, Canada
$564K -$869 -7 -0.2%
LFAS
1250
Level Four Advisory Services
Texas
$564K +$14.9K +120 +2%
48 49
50
51 52