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MCHP

Name Holding Trade Value Shares
Change 		Change in
Stake
KSWA
1051
Kathleen S. Wright Associates
Pennsylvania
$7K – – –
WWP
1052
WR Wealth Planners
Missouri
$6.32K – – –
WOC
1053
West Oak Capital
California
$6K – – –
BLC
1054
Brown, Lisle/Cummings
Rhode Island
$5.83K – – –
PS
1055
PayPay Securities
Japan
$5.69K +$5.58K +81 New
CTB
1056
Country Trust Bank
Illinois
$5.62K +$5.51K +80 New
HIA
1057
Harbor Investment Advisory
Maryland
$5.55K – – –
SIC
1058
SJS Investment Consulting
Ohio
$5.48K +$1.51K +22 +39%
CFD
1059
Creative Financial Designs
Indiana
$5.41K – – –
IAS
1060
IMA Advisory Services
Colorado
$5.41K +$5.03K +73 +1,825%
FWM
1061
Focused Wealth Management
New York
$4.94K – – –
BAM
1062
Byrne Asset Management
New Jersey
$4.21K -$689 -10 -14%
CWP
1063
Concord Wealth Partners
Virginia
$4.08K +$4K +58 New
DI
1064
Disciplined Investments
Oklahoma
$4K -$207 -3 -5%
RTL
1065
Red Tortoise LLC
Georgia
$3.51K +$3.44K +50 New
T
1066
TOBAM
France
$3K -$69 -1 -2%
ANBT
1067
American National Bank & Trust
Texas
$3K – – –
RWM
1068
Raffa Wealth Management
District of Columbia
$2.95K – – –
ACM
1069
AUA Capital Management
Pennsylvania
$2.67K – – –
JWM
1070
Janiczek Wealth Management
Colorado
$2.48K -$827 -12 -27%
OLVIG
1071
Oliver Lagore Vanvalin Investment Group
Michigan
$2.11K – – –
HWM
1072
Horizons Wealth Management
North Carolina
$2K – – –
SC
1073
Sierra Capital
Florida
$2K – – –
RFS
1074
Retirement Financial Solutions
Tennessee
$1.97K +$1.93K +28 New
MPCL
1075
My Personal CFO LLC
Washington
$1.83K +$1.79K +26 New
41 42
43
44 45