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MCHP

Name Holding Trade Value Shares
Change 		Change in
Stake
MSWM
1051
Mowery & Schoenfeld Wealth Management
Illinois
$6.37K +$6.17K +100 New
VWA
1052
VSM Wealth Advisory
Maryland
$6.37K +$6.17K +100 New
KG
1053
Kilter Group
New York
$6.18K +$4.01K +65 +203%
EWP
1054
Elevation Wealth Partners
California
$6.12K +$5.92K +96 New
HWM
1055
HighMark Wealth Management
Minnesota
$5.92K +$5.74K +93 New
JGCM
1056
Joseph Group Capital Management
Ohio
$5.86K +$5.67K +92 New
HHCP
1057
Hilton Head Capital Partners
South Carolina
$5.74K +$5.55K +90 New
BLC
1058
Brown, Lisle/Cummings
Rhode Island
$5.64K – – –
MWA
1059
Medallion Wealth Advisors
Connecticut
$5.61K – – –
TFA
1060
Toth Financial Advisory
Virginia
$5.42K – – –
GWM
1061
Geneos Wealth Management
Colorado
$5.22K – – –
ME
1062
McIlrath & Eck
Washington
$5.22K +$5.06K +82 New
BFS
1063
Bare Financial Services
Pennsylvania
$5.16K -$863 -14 -15%
CFM
1064
Cornerstone Financial Management
Massachusetts
$5.16K +$5K +81 New
CFS
1065
Compass Financial Services
Iowa
$5.13K – – –
PGAM
1066
Princeton Global Asset Management
New Jersey
$4.95K +$555 +9 +13%
EWM
1067
Evolution Wealth Management
Florida
$4.59K +$4.32K +70 +3,500%
S
1068
Sachetta
Massachusetts
$4.53K – – –
SEP
1069
Signature Equity Partners
Ohio
$4.5K +$4.38K +71 New
PWMG
1070
Prestige Wealth Management Group
New Jersey
$4.46K +$617 +10 +17%
MWM
1071
Mascoma Wealth Management
New Hampshire
$4.21K – – –
BW
1072
Bravera Wealth
North Dakota
$4.14K +$4.01K +65 New
Q1WB
1073
Quest 10 Wealth Builders
Virginia
$3.82K – – –
RIAS
1074
Rachor Investment Advisory Services
Michigan
$3.63K +$3.52K +57 New
AWM
1075
Activest Wealth Management
Florida
$3.63K -$7.03K -114 -67%
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43
44 45