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TSMC
TSM

Name Holding Trade Value Shares
Change 		Change in
Stake
CWS
1926
Cypress Wealth Services
California
$587K -$48.9K -200 -9%
CM
1927
Caption Management
Oklahoma
$587K -$6.32M -25,858 -92%
GWANC
1928
Guardian Wealth Advisors (North Carolina)
North Carolina
$586K +$24.5K +100 +5%
PIA
1929
Prakash Investment Advisors
Massachusetts
$585K -$177K -725 -26%
WAS
1930
Winch Advisory Services
Wisconsin
$584K +$18.8K +77 +4%
SW
1931
SVB Wealth
Massachusetts
$584K -$295K -1,206 -37%
WT
1932
Washington Trust
Rhode Island
$583K +$58.9K +241 +13%
HA
1933
Helium Advisors
Washington
$581K +$29.3K +120 +6%
KWM
1934
Kingsman Wealth Management
Florida
$581K +$24.2K +99 +5%
ATI
1935
Act Two Investors
California
$580K – – –
SO
1936
Sierra Ocean
California
$578K +$734 +3 +0.1%
BCM
1937
Becker Capital Management
Oregon
$578K +$29.1K +119 +6%
RBFC
1938
Roman Butler Fullerton & Co
Missouri
$575K +$108K +441 +31%
TP
1939
Tranquility Partners
Tennessee
$575K +$504K +2,059 New
LWM
1940
Liberty Wealth Management
California
$573K -$1.47K -6 -0.3%
AIC
1941
Argus Investors Counsel
New York
$573K -$3.42K -14 -0.7%
AM
1942
Atwater Malick
Pennsylvania
$572K – – –
OBWG
1943
Onyx Bridge Wealth Group
New York
$571K -$47.9K -196 -9%
SFG
1944
SNS Financial Group
Minnesota
$571K – – –
SWM
1945
Silverlake Wealth Management
Vermont
$570K +$66.5K +272 +15%
NG
1946
Novem Group
New York
$570K +$69.9K +286 +16%
AWM
1947
Accel Wealth Management
Iowa
$567K -$48.4K -198 -9%
MC
1948
Marest Capital
California
$566K +$5.87K +24 +1%
FM
1949
Foster & Motley
Ohio
$564K +$68K +278 +16%
AFG
1950
Albion Financial Group
Utah
$563K +$262K +1,072 +114%
76 77
78
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