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MCHP

Name Holding Trade Value Shares
Change 		Change in
Stake
EWA
726
Exencial Wealth Advisors
Oklahoma
$360K +$334K +4,134 New
CG
727
Clarus Group
Texas
$359K – – –
HWIS
728
Hancock Whitney Investment Services
Louisiana
$358K +$331K +4,087 New
MPM
729
MBB Public Markets
Illinois
$358K +$332K +4,107 New
WA
730
WBH Advisory
Maryland
$357K +$81 +1 +0%
IP
731
Innovative Portfolios
Indiana
$354K -$329K -4,070 -50%
RFA
732
Resurgent Financial Advisors
Georgia
$353K +$328K +4,050 New
VWM
733
Vigilare Wealth Management
Arizona
$352K +$890 +11 +0.3%
AT
734
American Trust
Kentucky
$352K +$327K +4,047 New
ASN
735
Advisory Services Network
Georgia
$351K +$21.6K +267 +7%
CA
736
Cullinan Associates
Kentucky
$348K – – –
MCP
737
Mirador Capital Partners
California
$347K – – –
ER
738
Enlightenment Research
Florida
$346K +$321K +3,973 New
LCM
739
Liberty Capital Management
Michigan
$345K -$1.62K -20 -0.5%
EWM
740
Evercore Wealth Management
New York
$344K – – –
PFM
741
Parsec Financial Management
North Carolina
$342K -$318K -3,928 -50%
BOPW
742
Brandywine Oak Private Wealth
Pennsylvania
$342K – – –
PIA
743
Perennial Investment Advisors
California
$341K -$4.45K -55 -1%
CLOS
744
Compagnie Lombard Odier SCmA
Switzerland
$341K +$318K +3,925 New
RWA
745
Ropes Wealth Advisors
Massachusetts
$339K +$4.61K +57 +1%
AG
746
AIA Group
Hong Kong
$339K +$62.3K +770 +25%
BHBT
747
Burke & Herbert Bank & Trust
Virginia
$336K – – –
RC
748
Rovin Capital
Arizona
$336K +$312K +3,858 New
PCA
749
Pallas Capital Advisors
Massachusetts
$332K -$360K -4,453 -50%
GC
750
Gilbert & Cook
Iowa
$332K +$1.62K +20 +0.5%
28 29
30
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