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MCHP

Name Holding Trade Value Shares
Change 		Change in
Stake
TWD
1226
True Wealth Design
Ohio
$2.38K +$641 +7 +37%
IGWM
1227
ICA Group Wealth Management
Colorado
$2.29K -$9.52K -104 -81%
BAM
1228
Bellevue Asset Management
Washington
$2.2K – – –
FG
1229
Fairman Group
Pennsylvania
$2.2K – – –
CAM
1230
ClariVest Asset Management
California
$2.18K -$1.56K -17 -41%
FCG
1231
Financial Connections Group
California
$2K +$2.75K +30 New
PWA
1232
Provenance Wealth Advisors
Florida
$1.92K – – –
TWP
1233
Triad Wealth Partners
Kansas
$1.92K +$1.92K +21 New
PCMC
1234
Planning Capital Management Corporation
Pennsylvania
$1.83K – – –
RWM
1235
Ruedi Wealth Management
Illinois
$1.74K +$1.74K +19 New
NL
1236
NVWM LLC
Pennsylvania
$1.46K +$458 +5 +45%
CP
1237
Castleview Partners
Texas
$1.28K +$1.28K +14 New
VWA
1238
Valued Wealth Advisors
Utah
$1.19K +$549 +6 +86%
BWP
1239
Baldwin Wealth Partners
Massachusetts
$1.19K +$1.19K +13 New
FFA
1240
Frazier Financial Advisors
Ohio
$915 – – –
RWMG
1241
Redwood Wealth Management Group
New Jersey
$458 +$458 +5 New
ECM
1242
Everence Capital Management
Indiana
$426 – – –
HWP
1243
Highline Wealth Partners
California
$366 +$366 +4 New
WA
1244
WestEnd Advisors
North Carolina
$275 – – –
CTB
1245
Country Trust Bank
Illinois
$275 +$275 +3 New
FNWA
1246
Financial Network Wealth Advisors
Utah
$183 +$183 +2 New
A
1247
AlphaQuest
New York
$92 -$1.1K -12 -92%
ACA
1248
American Capital Advisory
Idaho
$15 – – –
DWM
1249
Dogwood Wealth Management
Kansas
$6 – – –
FCM
1250
Frontier Capital Management
Massachusetts
– -$25M -278,285 Closed
48 49
50
51 52