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TSMC
TSM

Name Holding Trade Value Shares
Change 		Change in
Stake
TIM
2201
Thompson Investment Management
Wisconsin
$197K – – –
RCA
2202
Runnymede Capital Advisors
Ohio
$197K +$194K +1,000 New
CWM
2203
Centricity Wealth Management
Ohio
$195K +$191K +986 New
PMFA
2204
Plante Moran Financial Advisors
Michigan
$191K +$13.4K +69 +8%
DCM
2205
Dudley Capital Management
Virginia
$189K – – –
HCMG
2206
Howard Capital Management Group
California
$188K +$184K +950 New
NG
2207
Novem Group
New York
$187K +$183K +947 New
LOIM
2208
Liberty One Investment Management
Illinois
$183K +$4.84K +25 +3%
CIAM
2209
Caitong International Asset Management
Hong Kong
$182K +$179K +923 New
EFG
2210
Ethos Financial Group
Pennsylvania
$178K +$174K +900 New
FMP
2211
Financial Management Professionals
Texas
$178K -$26.5K -137 -13%
W
2212
WealthCollab
Washington
$176K +$10.8K +56 +7%
SIS
2213
Sound Income Strategies
Florida
$176K +$72.2K +373 +72%
APW
2214
Aventura Private Wealth
Florida
$175K +$172K +887 New
PK
2215
Pflug Koory
Nebraska
$171K – – –
MTC
2216
Matrix Trust Company
Colorado
$170K +$166K +859 New
CFG
2217
CKW Financial Group
Hawaii
$168K – – –
ADL
2218
Asset Dedication LLC
California
$166K -$221K -1,140 -57%
LWCFA
2219
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$163K – – –
TCM
2220
TruNorth Capital Management
Michigan
$162K +$155K +800 +4,211%
KFI
2221
Key Financial Inc
Pennsylvania
$161K +$15.9K +82 +11%
PPA
2222
Pilgrim Partners Asia
Singapore
$160K +$157K +810 New
PPC
2223
Park Place Capital
Alabama
$159K -$14.7K -76 -9%
MSFP
2224
Mark Sheptoff Financial Planning
Connecticut
$159K – – –
AWM
2225
Atticus Wealth Management
Florida
$153K – – –
87 88
89
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