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MCHP

Name Holding Trade Value Shares
Change 		Change in
Stake
CWS
801
Cypress Wealth Services
California
$249K +$241K +3,907 New
SFB
802
STAR Financial Bank
Indiana
$248K -$15.4K -249 -6%
DWM
803
Defined Wealth Management
Oregon
$246K -$1.6K -26 -0.7%
OL
804
Odyssean LLC
Connecticut
$245K +$237K +3,850 New
CTA
805
Chesley Taft & Associates
Illinois
$245K +$15.4K +250 +7%
TYCC
806
Texas Yale Capital Corp
Florida
$240K – – –
BFG
807
Bouchey Financial Group
New York
$240K +$9.81K +159 +4%
CA
808
Clearstead Advisors
Ohio
$239K +$61.4K +995 +36%
WSFG
809
Wall Street Financial Group
Illinois
$239K +$14.6K +237 +7%
CWM
810
Cordatus Wealth Management
Pennsylvania
$238K – – –
EI
811
Ellevest Inc
New York
$237K -$44.8K -726 -16%
EWA
812
EverSource Wealth Advisors
Alabama
$234K +$48.2K +782 +27%
IF
813
Intrua Financial
Texas
$234K +$9.93K +161 +5%
HWAM
814
Hennion & Walsh Asset Management
New Jersey
$232K -$638K -10,351 -74%
NLWP
815
Next Level Wealth Planning
Idaho
$231K -$12.5K -203 -5%
ACA
816
Aptus Capital Advisors
Alabama
$230K +$11K +178 +5%
KWA
817
Kingswood Wealth Advisors
California
$230K +$222K +3,607 New
LCWP
818
Legacy Capital Wealth Partners
Arkansas
$230K -$70.9K -1,149 -24%
WANY
819
Wealthspire Advisors (New York)
New York
$229K +$199K +3,226 +884%
PFM
820
Patton Fund Management
Texas
$228K – – –
FFO
821
Fiduciary Family Office
Florida
$227K +$9.31K +151 +4%
CAM
822
Cidel Asset Management
Ontario, Canada
$227K +$25.9K +420 +13%
ST
823
Somerset Trust
Pennsylvania
$224K +$18.1K +293 +9%
EWA
824
Encompass Wealth Advisors
Oregon
$223K – – –
VCAM
825
Van Cleef Asset Management
Ohio
$223K – – –
31 32
33
34 35