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TSMC
TSM

Name Holding Trade Value Shares
Change 		Change in
Stake
FM
1726
Foster & Motley
Ohio
$311K +$18.2K +107 +6%
NCG
1727
Newport Capital Group
New Jersey
$311K -$3.92K -23 -1%
AG
1728
AlTi Global
New York
$310K +$303K +1,779 New
FSA
1729
Financial Security Advisor
Virginia
$309K +$37.1K +218 +14%
IP
1730
Ignite Planners
California
$307K -$3.92K -23 -1%
CWS
1731
Cypress Wealth Services
California
$307K -$341 -2 -0.1%
RFA
1732
Rollins Financial Advisors
New York
$306K – – –
BWM
1733
Brophy Wealth Management
New Hampshire
$305K +$299K +1,757 New
AAM
1734
Austin Asset Management
Texas
$303K – – –
TWM
1735
Tanager Wealth Management
United Kingdom
$303K +$94.7K +556 +47%
PA
1736
Probity Advisors
Texas
$302K -$6.65K -39 -2%
WWMSC
1737
Wagner Wealth Management (South Carolina)
South Carolina
$302K -$2.73K -16 -0.9%
AWM
1738
Avaii Wealth Management
Wisconsin
$302K -$10.9K -64 -4%
DWM
1739
Destination Wealth Management
California
$301K -$852 -5 -0.3%
HCM
1740
Hillman Capital Management
Maryland
$300K +$295K +1,730 New
SHGA
1741
Sand Hill Global Advisors
California
$299K – – –
GA
1742
Goldstein Advisors
Wisconsin
$299K +$57.3K +336 +24%
BPWM
1743
Badgley Phelps Wealth Managers
Washington
$299K +$61.3K +360 +27%
WJWM
1744
Williams Jones Wealth Management
New York
$298K +$19.8K +116 +7%
BAAM
1745
Baker Avenue Asset Management
California
$297K -$53.5K -314 -16%
TAM
1746
Titleist Asset Management
Texas
$297K -$251K -1,473 -46%
MHC
1747
Meyer Handelman Company
New York
$296K – – –
PFM
1748
Peak Financial Management
Massachusetts
$295K -$85.2K -500 -23%
WJA
1749
Willis Johnson & Associates
Texas
$295K +$19.1K +112 +7%
FCM
1750
Fourpath Capital Management
Oklahoma
$295K +$289K +1,696 New
68 69
70
71 72