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MCHP

Name Holding Trade Value Shares
Change 		Change in
Stake
ADL
1126
Asset Dedication LLC
California
$4K +$4.61K +55 New
TSWM
1127
Tyler-Stone Wealth Management
Ohio
$4K +$4.61K +55 New
RTL
1128
Red Tortoise LLC
Georgia
$3.9K – – –
CCM
1129
Copeland Capital Management
Pennsylvania
$3.51K +$3.77K +45 New
RWM
1130
Raffa Wealth Management
District of Columbia
$3.28K – – –
CSC
1131
Caldwell Sutter Capital
California
$2.97K – – –
TWP
1132
TFO Wealth Partners
Ohio
$2.87K +$1.84K +22 +220%
TFM
1133
TFC Financial Management
Massachusetts
$2.66K – – –
HWM
1134
Horizons Wealth Management
North Carolina
$2.65K – – –
PS
1135
PayPay Securities
Japan
$2.58K +$84 +1 +3%
CTWM
1136
Cherry Tree Wealth Management
Minnesota
$2.42K – – –
TFGT
1137
TS Financial Group (TSFG)
Illinois
$2K – – –
HBW
1138
Hazlett, Burt & Watson
West Virginia
$2K +$2.6K +31 New
BAM
1139
Bellevue Asset Management
Washington
$1.87K – – –
MA
1140
MCF Advisors
Kentucky
$1.8K – – –
PWA
1141
Provenance Wealth Advisors
Florida
$1.72K +$1.84K +22 New
AWA
1142
Authentikos Wealth Advisory
California
$1.6K +$1.76K +21 New
PWMG
1143
Provence Wealth Management Group
California
$1.48K +$1.59K +19 New
NCM
1144
Northwest Capital Management
Oregon
$1.41K – – –
TWD
1145
True Wealth Design
Ohio
$859 – – –
LFA
1146
LGT Financial Advisors
Texas
$468 +$502 +6 New
ECM
1147
Everence Capital Management
Indiana
$361 – – –
WA
1148
WestEnd Advisors
North Carolina
$234 +$251 +3 New
ACM
1149
AIGH Capital Management
Maryland
– -$22.4M -250,000 Closed
VIA
1150
Vident Investment Advisory
Georgia
– -$17.4M -193,745 Closed
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