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MCHP

Name Holding Trade Value Shares
Change 		Change in
Stake
WA
726
Waverly Advisors
Alabama
$578K +$94.8K +1,063 +20%
SWP
727
Sagespring Wealth Partners
Tennessee
$576K +$13.9K +156 +3%
SIA
728
Strategic Investment Advisors
Michigan
$574K +$4.19K +47 +0.8%
CTC
729
Central Trust Company
Missouri
$573K -$29.8K -334 -5%
BONH
730
Bank of New Hampshire
New Hampshire
$567K – – –
BWS
731
Broadway Wealth Solutions
Texas
$566K -$90.7K -1,017 -14%
CA
732
Cullinan Associates
Kentucky
$565K – – –
MWM
733
Meridian Wealth Management
Kentucky
$564K +$551K +6,183 New
AWM
734
Avior Wealth Management
Nebraska
$563K +$111K +1,241 +25%
TA
735
TKG Advisors
Indiana
$558K – – –
VSQM
736
V-Square Quantitative Management
Illinois
$552K -$64.5K -723 -11%
AS
737
Altshuler Shaham
Israel
$549K +$537K +6,022 New
CT
738
Caldwell Trust
Florida
$547K -$146K -1,633 -21%
APWM
739
Argonautica Private Wealth Management
Massachusetts
$547K +$18.5K +208 +4%
TAM
740
Trust Asset Management
Texas
$545K – – –
YIH
741
Y-Intercept (HK)
Hong Kong
$542K -$3.83M -42,926 -88%
GWP
742
Gateway Wealth Partners
Wisconsin
$542K -$251K -2,819 -32%
OIA
743
OneDigital Investment Advisors
Kansas
$537K -$4.46K -50 -0.8%
IWA
744
IVC Wealth Advisors
Pennsylvania
$536K -$45.5K -510 -8%
LA
745
Lifeworks Advisors
Michigan
$536K +$137K +1,540 +36%
CC
746
Chicago Capital
Illinois
$527K +$33.8K +379 +7%
PWM
747
Perigon Wealth Management
California
$527K -$30.2K -339 -6%
KC
748
Knuff & Co
California
$524K +$513K +5,750 New
AF
749
Avanza Fonder
Sweden
$524K +$460K +5,158 +877%
USB
750
Union Savings Bank
Connecticut
$521K +$85.3K +957 +20%
28 29
30
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