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MCHP

Name Holding Trade Value Shares
Change 		Change in
Stake
GPWM
776
Grant Private Wealth Management
California
$298K +$315K +4,643 New
BCM
777
Brookstone Capital Management
Illinois
$295K -$4.61K -68 -1%
BHPW
778
Beverly Hills Private Wealth
California
$293K +$39.7K +586 +15%
GRP
779
Global Retirement Partners
California
$291K -$12.6K -186 -4%
PMAM
780
Penn Mutual Asset Management
Pennsylvania
$289K – – –
KWM
781
Kingsview Wealth Management
Oregon
$288K +$136 +2 +0%
CIA
782
Capital Investment Advisors
Georgia
$286K +$68 +1 +0%
EI
783
Ellevest Inc
New York
$286K +$301K +4,449 New
SIC
784
Samalin Investment Counsel
New York
$285K +$96.9K +1,430 +48%
HWMO
785
Heritage Wealth Management (Ohio)
Ohio
$281K – – –
AAMU
786
APG Asset Management US
New York
$276K – – –
EA
787
Everpar Advisors
Oklahoma
$275K -$26.7K -394 -8%
FAN
788
Financial Advisors Network
California
$273K +$7.39K +109 +3%
APP
789
Avantax Planning Partners
Iowa
$272K – – –
MMA
790
Miracle Mile Advisors
California
$271K -$99.8K -1,472 -26%
AFP
791
Ausdal Financial Partners
Iowa
$271K +$286K +4,220 New
IIC
792
Ironwood Investment Counsel
Arizona
$271K – – –
PNC
793
Park National Corp
Ohio
$270K – – –
ACM
794
Aster Capital Management
United Arab Emirates
$269K +$284K +4,193 New
AWM
795
Atticus Wealth Management
Florida
$267K +$93.5K +1,379 +50%
SFB
796
STAR Financial Bank
Indiana
$266K -$46.2K -682 -14%
RWP
797
RWA Wealth Partners
Massachusetts
$265K – – –
TCBWMS
798
Texas Capital Bank Wealth Management Services
Texas
$265K +$280K +4,128 New
LCM
799
Liberty Capital Management
Michigan
$265K +$5.29K +78 +2%
WBC
800
Westpac Banking Corp
Australia
$264K +$48.1K +710 +21%
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