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TSMC
TSM

Name Holding Trade Value Shares
Change 		Change in
Stake
MMPW
1601
Mitchell McLeod Pugh & Williams
Alabama
$419K – – –
CCA
1602
Cobblestone Capital Advisors
New York
$419K – – –
CFD
1603
Creative Financial Designs
Indiana
$418K +$12.1K +71 +3%
SW
1604
Schulz Wealth
Texas
$418K – – –
OIA
1605
Optimum Investment Advisors
Illinois
$417K -$51.1K -300 -11%
NHC
1606
Nicholas Hoffman & Company
Georgia
$417K +$11.8K +69 +3%
FSA
1607
Fort Sheridan Advisors
Illinois
$417K +$1.02K +6 +0.3%
JWM
1608
JGP Wealth Management
Oregon
$415K +$67.7K +397 +20%
HIA
1609
Harbor Investment Advisory
Maryland
$415K +$64.2K +377 +19%
LWM
1610
Liberty Wealth Management
California
$413K +$47K +276 +13%
FCP
1611
Fidelis Capital Partners
Florida
$412K -$1.87K -11 -0.5%
RSWM
1612
Robertson Stephens Wealth Management
California
$410K +$142K +834 +55%
RB
1613
Renasant Bank
Mississippi
$410K -$16.2K -95 -4%
JWA
1614
JFS Wealth Advisors
Pennsylvania
$409K – – –
ACM
1615
Avalon Capital Management
California
$408K – – –
OWG
1616
Oxford Wealth Group
Florida
$408K -$145K -852 -27%
SMA
1617
Seven Mile Advisory
New Jersey
$408K +$682 +4 +0.2%
TFA
1618
Toth Financial Advisory
Virginia
$408K -$366K -2,150 -48%
BWP
1619
Bernardo Wealth Planning
Pennsylvania
$407K +$17.4K +102 +5%
FMWA
1620
Forvis Mazars Wealth Advisors
Missouri
$407K +$5.62K +33 +1%
AFC
1621
AFT Forsyth & Company
Florida
$406K – – –
PW
1622
Peninsula Wealth
California
$406K +$41.7K +245 +13%
CA
1623
Carson Advisory
Georgia
$404K – – –
RW
1624
REDW Wealth
New Mexico
$399K -$36.5K -214 -9%
SFWC
1625
Strategic Family Wealth Counselors
New Jersey
$399K +$8.01K +47 +2%
63 64
65
66 67