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MCHP

Name Holding Trade Value Shares
Change 		Change in
Stake
JWA
801
JFS Wealth Advisors
Pennsylvania
$160K +$157K +2,090 New
EDRH
802
Edmond de Rothschild Holding
Switzerland
$156K +$1.54M +20,490 New
NC
803
NewSquare Capital
Pennsylvania
$147K -$48K -640 -25%
APP
804
Alpha Paradigm Partners
Illinois
$141K -$268K -3,568 -66%
SC
805
SouthState Corp
Florida
$132K +$129K +1,722 New
PCG
806
Private Capital Group
Connecticut
$127K +$37.3K +498 +43%
BCA
807
Berman Capital Advisors
Georgia
$123K -$14.5K -194 -11%
WB
808
Webster Bank
Connecticut
$120K – – –
VCM
809
Vigilant Capital Management
Maine
$119K +$3.75K +50 +3%
BWL
810
Bogart Wealth LLC
Virginia
$119K +$10.2K +136 +10%
CB
811
CNB Bank
Pennsylvania
$116K -$36.7K -490 -24%
GRP
812
Global Retirement Partners
California
$115K -$27.7K -370 -20%
PA
813
PSI Advisors
Florida
$111K +$108K +1,440 New
FNBOSM
814
First National Bank of South Miami
Florida
$109K – – –
BU
815
BBVA USA
Alabama
$103K -$1.35K -18 -1%
AW
816
Avion Wealth
Texas
$103K – – –
WT
817
Whittier Trust
California
$102K -$10.6K -142 -10%
CT
818
Clearstead Trust
Maine
$100K – – –
CFG
819
CKW Financial Group
Hawaii
$99K – – –
BFC
820
Bedel Financial Consulting
Indiana
$96K +$300 +4 +0.3%
SIM
821
Sonora Investment Management
Arizona
$94K -$10.3K -138 -10%
CI
822
CX Institutional
Indiana
$93K +$10.3K +138 +13%
DMBA
823
Deseret Mutual Benefit Administrators
Utah
$90K – – –
IBOK
824
Independence Bank of Kentucky
Kentucky
$90K – – –
BHWM
825
Bay Harbor Wealth Management
Maryland
$89K -$150 -2 -0.2%
31 32
33
34 35