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MCHP

Name Holding Trade Value Shares
Change 		Change in
Stake
CCM
726
Coldstream Capital Management
Washington
$297K +$4.11K +54 +1%
EWM
727
Evercore Wealth Management
New York
$296K -$1.98K -26 -0.7%
PFM
728
Parsec Financial Management
North Carolina
$294K – – –
HIIFS
729
Harel Insurance Investments & Financial Services
Israel
$292K +$91.1K +1,196 New
OSAM
730
O'Shaughnessy Asset Management
Connecticut
$291K +$36K +472 +14%
BHBT
731
Burke & Herbert Bank & Trust
Virginia
$289K – – –
LFF
732
Level Four Financial
Texas
$288K -$35.7K -468 -11%
RWA
733
Ropes Wealth Advisors
Massachusetts
$287K +$32.1K +422 +12%
WA
734
WBH Advisory
Maryland
$286K -$3.81K -50 -1%
SC
735
Saturna Capital
Washington
$286K – – –
ST
736
Sageworth Trust
Pennsylvania
$286K +$291K +3,816 New
CPA
737
Clear Perspective Advisors
Illinois
$285K -$22.9K -300 -7%
VVP
738
Venture Visionary Partners
Ohio
$285K +$291K +3,816 New
ASN
739
Advisory Services Network
Georgia
$283K +$288K +3,782 New
TYCC
740
Texas Yale Capital Corp
Florida
$282K – – –
MFS
741
Mirabella Financial Services
United Kingdom
$282K +$18.6K +244 +7%
SFG
742
SNS Financial Group
Minnesota
$281K – – –
SF
743
Synovus Financial
Georgia
$281K – – –
SWM
744
Spire Wealth Management
Virginia
$280K -$79.5K -1,044 -22%
FBFS
745
First Business Financial Services
Wisconsin
$280K +$19K +250 +7%
GC
746
Gilbert & Cook
Iowa
$279K +$3.81K +50 +1%
EWA
747
Exencial Wealth Advisors
Oklahoma
$275K +$4.27K +56 +2%
SIA
748
Soltis Investment Advisors
Utah
$271K +$275K +3,614 New
CNC
749
Citizens & Northern Corp
Pennsylvania
$270K -$9.6K -126 -3%
HI
750
Horizon Investments
North Carolina
$270K +$6.4K +84 +2%
28 29
30
31 32