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MCHP

Name Holding Trade Value Shares
Change 		Change in
Stake
KIG
926
Kowal Investment Group
Wisconsin
$7K +$6.45K +86 New
HDIM
927
Hanson & Doremus Investment Management
Vermont
$7K +$6.75K +90 New
GLLW
928
Graves Light Lenhart Wealth
Virginia
$6K – – –
MS
929
Mizuho Securities
Japan
$6K – – –
BIA
930
Bell Investment Advisors
California
$6K +$5.4K +72 New
DAM
931
Delta Asset Management
Tennessee
$5K – – –
FWM
932
Focused Wealth Management
New York
$5K – – –
PWMG
933
Prestige Wealth Management Group
New Jersey
$5K – – –
CPC
934
Consolidated Planning Corp
Georgia
$5K +$4.65K +62 New
AW
935
Alaethes Wealth
Nevada
$4K – – –
BA
936
Bellwether Advisors
Nebraska
$4K +$2.85K +38 +173%
RWM
937
Raffa Wealth Management
District of Columbia
$3.22K – – –
DFCM
938
Dark Forest Capital Management
Puerto Rico
$3K -$241K -3,212 -99%
EW
939
Evoke Wealth
California
$3K -$4.65K -62 -58%
ACM
940
AUA Capital Management
Pennsylvania
$3K -$450 -6 -14%
CWC
941
Carolinas Wealth Consulting
North Carolina
$3K – – –
CWA
942
Clearview Wealth Advisors
Oregon
$3K – – –
TFA
943
Toth Financial Advisory
Virginia
$3K – – –
RTL
944
Red Tortoise LLC
Georgia
$3K +$7.5K +100 New
JPLA
945
Joseph P. Lucia & Associates
New York
$2K -$150 -2 -6%
BAM
946
Bellevue Asset Management
Washington
$2K – – –
TFM
947
TFC Financial Management
Massachusetts
$2K – – –
BAM
948
Baldrige Asset Management
Pennsylvania
$2K +$1.5K +20 New
UFF
949
USA Financial Formulas
Michigan
$1K -$1.05M -14,028 -100%
ADL
950
Asset Dedication LLC
California
$1K – – –
36 37
38
39 40