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MCHP

Name Holding Trade Value Shares
Change 		Change in
Stake
RWP
726
RWA Wealth Partners
Massachusetts
$584K -$15.2K -176 -3%
CP
727
Covenant Partners
Tennessee
$582K +$560K +6,492 New
FC
728
FORA Capital
Florida
$579K -$4.07M -47,187 -88%
SOAMC
729
Spirit of America Management Corp
New York
$579K – – –
TCB
730
Texas Capital Bancshares
Texas
$573K +$7.84K +91 +1%
TAM
731
Trust Asset Management
Texas
$571K – – –
ATPW
732
Ashton Thomas Private Wealth
Arizona
$564K +$31.2K +362 +6%
SNB
733
Security National Bank
Nebraska
$562K – – –
FLPIM
734
F.L. Putnam Investment Management
Massachusetts
$560K +$105K +1,216 +24%
VWM
735
Valley Wealth Managers
New Jersey
$559K -$20.1M -233,082 -97%
PCS
736
Personal CFO Solutions
New Jersey
$554K +$20.9K +243 +4%
PA
737
Parallel Advisors
California
$554K +$94.2K +1,093 +22%
MWA
738
Midland Wealth Advisors
Illinois
$549K -$21.7K -252 -4%
TA
739
TKG Advisors
Indiana
$548K – – –
BWG
740
Beta Wealth Group
California
$548K +$26K +302 +5%
FCP
741
Fidelis Capital Partners
Florida
$542K +$99.5K +1,154 +24%
PCM
742
Peirce Capital Management
Texas
$538K – – –
PSB
743
Piscataqua Savings Bank
New Hampshire
$537K -$156K -1,808 -23%
STA
744
Summit Trail Advisors
New York
$532K +$41.6K +483 +9%
TCA
745
Transcend Capital Advisors
New Jersey
$527K -$28.2K -327 -5%
IA
746
IFP Advisors
Florida
$526K +$117K +1,359 +30%
BB
747
Busey Bank
Illinois
$525K +$3.88K +45 +0.8%
NB
748
Nicolet Bankshares
Wisconsin
$522K +$12.9K +150 +3%
SIA
749
Strategic Investment Advisors
Michigan
$516K -$39.6K -460 -7%
WPW
750
Warther Private Wealth
Ohio
$516K -$2.27M -26,350 -82%
28 29
30
31 32