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MCHP

Name Holding Trade Value Shares
Change 		Change in
Stake
EMAM
1026
Encompass More Asset Management
California
$205K +$205K +2,243 New
ST
1027
Spinnaker Trust
Maine
$203K +$204K +2,224 New
DWM
1028
Defined Wealth Management
Oregon
$203K +$203K +2,222 New
SWM
1029
Spire Wealth Management
Virginia
$202K -$5.55M -60,664 -96%
AAM
1030
Ameraudi Asset Management
New York
$202K +$202K +2,204 New
G
1031
GenTrust
Florida
$202K +$202K +2,204 New
OPCM
1032
Osborne Partners Capital Management
California
$201K +$201K +2,200 New
CG
1033
Clifford Group
Massachusetts
$201K +$201K +2,193 New
BWL
1034
Bogart Wealth LLC
Virginia
$197K – – –
CT
1035
Clearstead Trust
Maine
$194K +$366 +4 +0.2%
TCOV
1036
Trust Company of Vermont
Vermont
$187K – – –
CFGS
1037
Concourse Financial Group Securities
Alabama
$186K -$10.2K -112 -5%
HPC
1038
HM Payson & Co
Maine
$184K – – –
IBOK
1039
Independence Bank of Kentucky
Kentucky
$184K -$12.4K -135 -6%
APC
1040
Aspire Private Capital
North Carolina
$173K +$19.7K +215 +13%
LFG
1041
Larson Financial Group
Missouri
$172K +$85.4K +933 +98%
AA
1042
Alta Advisers
United Kingdom
$165K – – –
PAI
1043
Pittenger & Anderson Inc
Nebraska
$162K – – –
CYG
1044
Clean Yield Group
Vermont
$158K – – –
VAG
1045
VisionPoint Advisory Group
Texas
$156K +$13.7K +150 +10%
TFA
1046
Transamerica Financial Advisors
Florida
$156K – – –
MA
1047
Montag & Associates
Georgia
$155K – – –
LC
1048
Lindbrook Capital
California
$154K +$36.5K +399 +31%
KFI
1049
Key Financial Inc
Pennsylvania
$152K +$73.7K +805 +94%
HB
1050
Horizon Bancorp
Indiana
$148K +$22.3K +244 +18%
40 41
42
43 44