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MCHP

Name Holding Trade Value Shares
Change 		Change in
Stake
CAM
651
Columbia Asset Management
Michigan
$474K – – –
TCBWMS
652
Texas Capital Bank Wealth Management Services
Texas
$470K +$201K +3,255 +79%
BLAM
653
Bourne Lent Asset Management
New York
$470K – – –
PWMAG
654
Pinnacle Wealth Management Advisory Group
New Jersey
$467K -$79.4K -1,287 -15%
PCM
655
Princeton Capital Management
New Jersey
$464K -$71.2K -1,154 -14%
LJAC
656
L.J. Altfest & Co
New York
$463K +$448K +7,263 New
OIA
657
OneDigital Investment Advisors
Kansas
$463K +$57.5K +933 +15%
VCA
658
Verdence Capital Advisors
Maryland
$454K +$9.25K +150 +2%
SC
659
Savant Capital
Illinois
$453K +$20.2K +328 +5%
DLA
660
Douglas Lane & Associates
New York
$452K -$1.23K -20 -0.3%
AC
661
Avestar Capital
New York
$451K -$30.2K -490 -6%
BTW
662
Boston Trust Walden
Massachusetts
$451K – – –
HWA
663
Heritage Wealth Advisors
Virginia
$448K – – –
CTC
664
Central Trust Company
Missouri
$448K -$17.2K -279 -4%
DT
665
Diversified Trust
Tennessee
$442K +$428K +6,939 New
PFSC
666
Peoples Financial Services Corp
Pennsylvania
$440K -$49.6K -804 -10%
PCIA
667
Prime Capital Investment Advisors
Kansas
$433K -$10.2K -165 -2%
IAA
668
Independent Advisor Alliance
North Carolina
$432K -$14.2K -230 -3%
FNBT
669
FineMark National Bank & Trust
Florida
$431K -$1.42K -23 -0.3%
VT
670
Vise Technologies
New York
$430K -$49.1K -796 -11%
HPIA
671
Hamilton Point Investment Advisors
North Carolina
$427K +$61.8K +1,002 +18%
HCM
672
Hillman Capital Management
Maryland
$423K +$73.8K +1,196 +22%
OCM
673
One Capital Management
California
$417K -$51.3K -831 -11%
TCM
674
Tributary Capital Management
Nebraska
$416K -$9.25K -150 -2%
BFS
675
Bradley Foster & Sargent
Connecticut
$416K -$2.4K -39 -0.6%
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