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MCHP

Name Holding Trade Value Shares
Change 		Change in
Stake
SWP
626
Stratos Wealth Partners
Ohio
$588K -$29.7K -431 -5%
SS
627
Sunbelt Securities
Texas
$586K -$27.7K -402 -5%
EWA
628
EP Wealth Advisors
California
$582K +$571K +8,291 New
FFBTD
629
First Financial Bank - Trust Division
Ohio
$582K – – –
PSB
630
Piscataqua Savings Bank
New Hampshire
$580K – – –
APP
631
Avantax Planning Partners
Iowa
$578K -$81.6K -1,185 -13%
VIM
632
VELA Investment Management
Ohio
$574K +$102K +1,482 +22%
LFAS
633
Level Four Advisory Services
Texas
$573K +$270K +3,922 +93%
ACM
634
Ategra Capital Management
Virginia
$570K -$9.78K -142 -2%
BBHC
635
Brown Brothers Harriman & Co
New York
$570K -$101K -1,466 -15%
ACS
636
Archford Capital Strategies
Illinois
$568K -$30.2K -438 -5%
MWA
637
Monograph Wealth Advisors
California
$562K – – –
BCWM
638
Bartlett & Co Wealth Management
Ohio
$561K -$2.89K -42 -0.5%
BC
639
Bartlett & Co
Ohio
$561K -$2.89K -42 -0.5%
MCM
640
MAI Capital Management
Ohio
$560K -$27.1K -394 -5%
JCM
641
Jag Capital Management
Missouri
$557K -$16.9K -245 -3%
RCA
642
Resonant Capital Advisors
Wisconsin
$554K +$26.1K +379 +5%
HIM
643
Hillsdale Investment Management
Ontario, Canada
$552K +$6.89K +100 +1%
CAM
644
CenterStar Asset Management
Illinois
$550K – – –
CWM
645
Chronos Wealth Management
Florida
$547K – – –
BLAM
646
Bourne Lent Asset Management
New York
$546K +$2.75K +40 +0.5%
AFA
647
Abacus FCF Advisors
Florida
$545K -$12K -174 -2%
PG
648
Pendal Group
Australia
$545K +$534K +7,753 New
TF
649
Tompkins Financial
New York
$543K +$4.48K +65 +0.8%
DLA
650
Douglas Lane & Associates
New York
$542K +$21.8K +316 +4%
24 25
26
27 28