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TSMC
TSM

Name Holding Trade Value Shares
Change 		Change in
Stake
DWS
2026
Discipline Wealth Solutions
South Carolina
$367K -$2.22K -12 -0.7%
RCWM
2027
Red Crane Wealth Management
California
$367K – – –
BWL
2028
Bogart Wealth LLC
Virginia
$367K -$31.3K -169 -9%
LWM
2029
LJI Wealth Management
Indiana
$367K +$2.59K +14 +0.9%
AL
2030
ACAS LLC
California
$366K – – –
CIAS
2031
CFS Investment Advisory Services
New Jersey
$365K +$3.15K +17 +1%
LRIA
2032
Leonard Rickey Investment Advisors
Washington
$365K +$9.63K +52 +3%
EWM
2033
Elevatus Welath Management
New York
$363K +$297K +1,601 New
AIM
2034
Aigen Investment Management
New York
$361K -$3.22M -17,364 -92%
RFP
2035
Root Financial Partners
California
$361K +$295K +1,594 New
HP
2036
Holistic Planning
Texas
$361K +$23.2K +125 +9%
MEG
2037
Millstone Evans Group
Colorado
$361K +$6.67K +36 +2%
FFG
2038
Fiduciary Financial Group
California
$360K +$18.9K +102 +7%
TWP
2039
Triad Wealth Partners
Kansas
$360K -$23.3K -126 -7%
ANBT
2040
American National Bank & Trust
Texas
$360K -$926 -5 -0.3%
CFS
2041
CRA Financial Services
New Jersey
$359K +$5.37K +29 +2%
MWP
2042
Meridian Wealth Partners
Pennsylvania
$359K +$293K +1,584 New
TFP
2043
Tilia Fiduciary Partners
North Carolina
$359K +$5.56K +30 +2%
AWA
2044
Amplius Wealth Advisors
Pennsylvania
$359K +$9.08K +49 +3%
ACM
2045
Alta Capital Management
Utah
$358K +$57.4K +310 +24%
IGGA
2046
Iron Gate Global Advisors
Utah
$357K +$8.71K +47 +3%
HWA
2047
HCR Wealth Advisors
California
$356K -$224K -1,210 -43%
MPWS
2048
McCarter Private Wealth Services
Massachusetts
$355K – – –
HTC
2049
Haverford Trust Company
Pennsylvania
$355K +$290K +1,568 New
IWN
2050
Independent Wealth Network
Iowa
$355K +$16.7K +90 +6%
80 81
82
83 84