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MCHP

Name Holding Trade Value Shares
Change 		Change in
Stake
VCM
826
Vigilant Capital Management
Maine
$112K – – –
NIM
827
NuWave Investment Management
New Jersey
$112K +$114K +1,490 New
WT
828
Whittier Trust
California
$110K – – –
SFSIG
829
San Francisco Sentry Investment Group
California
$109K – – –
RFA
830
Reilly Financial Advisors
California
$108K +$7.31K +96 +7%
FNBOSM
831
First National Bank of South Miami
Florida
$107K – – –
BWL
832
Bogart Wealth LLC
Virginia
$106K – – –
SIM
833
Sonora Investment Management
Arizona
$102K +$5.03K +66 +5%
BU
834
BBVA USA
Alabama
$102K +$104K +1,360 New
AW
835
Avion Wealth
Texas
$100K – – –
OIA
836
Optimum Investment Advisors
Illinois
$98K -$30.5K -400 -24%
ETC
837
Exchange Traded Concepts
Oklahoma
$98K +$7.92K +104 +9%
CT
838
Clearstead Trust
Maine
$97K +$99K +1,300 New
CFG
839
CKW Financial Group
Hawaii
$96K -$7.62K -100 -7%
BFC
840
Bedel Financial Consulting
Indiana
$93K +$305 +4 +0.3%
KFP
841
KB Financial Partners
New Jersey
$92K -$5.03K -66 -5%
IBOK
842
Independence Bank of Kentucky
Kentucky
$88K – – –
CWP
843
Concord Wealth Partners
Virginia
$88K +$7.16K +94 +9%
DMBA
844
Deseret Mutual Benefit Administrators
Utah
$88K +$89.4K +1,174 New
PCG
845
Private Capital Group
Connecticut
$87K -$1.22K -16 -1%
BMD
846
Better Money Decisions
New Mexico
$87K +$152 +2 +0.2%
BHWM
847
Bay Harbor Wealth Management
Maryland
$87K +$14.5K +190 +20%
EI
848
Ellevest Inc
New York
$81K +$3.81K +50 +5%
CI
849
CX Institutional
Indiana
$81K +$25.7K +338 +46%
GM
850
GeoWealth Management
Illinois
$78K +$79.1K +1,038 New
32 33
34
35 36