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TSMC
TSM

Name Holding Trade Value Shares
Change 		Change in
Stake
MMG
2201
Monetary Management Group
Missouri
$197K – – –
TIM
2202
Thompson Investment Management
Wisconsin
$197K – – –
RCA
2203
Runnymede Capital Advisors
Ohio
$197K +$194K +1,000 New
CWM
2204
Centricity Wealth Management
Ohio
$195K +$191K +986 New
PMFA
2205
Plante Moran Financial Advisors
Michigan
$191K +$13.4K +69 +8%
DCM
2206
Dudley Capital Management
Virginia
$189K – – –
HCMG
2207
Howard Capital Management Group
California
$188K +$184K +950 New
NG
2208
Novem Group
New York
$187K +$183K +947 New
LOIM
2209
Liberty One Investment Management
Illinois
$183K +$4.84K +25 +3%
CIAM
2210
Caitong International Asset Management
Hong Kong
$182K +$179K +923 New
EFG
2211
Ethos Financial Group
Pennsylvania
$178K +$174K +900 New
FMP
2212
Financial Management Professionals
Texas
$178K -$26.5K -137 -13%
W
2213
WealthCollab
Washington
$176K +$10.8K +56 +7%
SIS
2214
Sound Income Strategies
Florida
$176K +$72.2K +373 +72%
APW
2215
Aventura Private Wealth
Florida
$175K +$172K +887 New
PK
2216
Pflug Koory
Nebraska
$171K – – –
MTC
2217
Matrix Trust Company
Colorado
$170K +$166K +859 New
CFG
2218
CKW Financial Group
Hawaii
$168K – – –
ADL
2219
Asset Dedication LLC
California
$166K -$221K -1,140 -57%
LWCFA
2220
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$163K – – –
TCM
2221
TruNorth Capital Management
Michigan
$162K +$155K +800 +4,211%
KFI
2222
Key Financial Inc
Pennsylvania
$161K +$15.9K +82 +11%
PPA
2223
Pilgrim Partners Asia
Singapore
$160K +$157K +810 New
PPC
2224
Park Place Capital
Alabama
$159K -$14.7K -76 -9%
MSFP
2225
Mark Sheptoff Financial Planning
Connecticut
$159K – – –
87 88
89
90 91