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MCHP

Name Holding Trade Value Shares
Change 		Change in
Stake
DWM
1026
Defined Wealth Management
Oregon
$203K +$203K +2,222 New
SWM
1027
Spire Wealth Management
Virginia
$202K -$5.55M -60,664 -96%
AAM
1028
Ameraudi Asset Management
New York
$202K +$202K +2,204 New
G
1029
GenTrust
Florida
$202K +$202K +2,204 New
OPCM
1030
Osborne Partners Capital Management
California
$201K +$201K +2,200 New
CG
1031
Clifford Group
Massachusetts
$201K +$201K +2,193 New
BWL
1032
Bogart Wealth LLC
Virginia
$197K – – –
CT
1033
Clearstead Trust
Maine
$194K +$366 +4 +0.2%
TCOV
1034
Trust Company of Vermont
Vermont
$187K – – –
CFGS
1035
Concourse Financial Group Securities
Alabama
$186K -$10.2K -112 -5%
HPC
1036
HM Payson & Co
Maine
$184K – – –
IBOK
1037
Independence Bank of Kentucky
Kentucky
$184K -$12.4K -135 -6%
APC
1038
Aspire Private Capital
North Carolina
$173K +$19.7K +215 +13%
LFG
1039
Larson Financial Group
Missouri
$172K +$85.4K +933 +98%
AA
1040
Alta Advisers
United Kingdom
$165K – – –
PAI
1041
Pittenger & Anderson Inc
Nebraska
$162K – – –
CYG
1042
Clean Yield Group
Vermont
$158K – – –
VAG
1043
VisionPoint Advisory Group
Texas
$156K +$13.7K +150 +10%
TFA
1044
Transamerica Financial Advisors
Florida
$156K – – –
MA
1045
Montag & Associates
Georgia
$155K – – –
LC
1046
Lindbrook Capital
California
$154K +$36.5K +399 +31%
KFI
1047
Key Financial Inc
Pennsylvania
$152K +$73.7K +805 +94%
HB
1048
Horizon Bancorp
Indiana
$148K +$22.3K +244 +18%
OAM
1049
Ostrum Asset Management
France
$147K -$505K -5,513 -77%
CH
1050
Cromwell Holdings
Wyoming
$141K +$141K +1,542 New
40 41
42
43 44