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Hewlett Packard

Name Holding Trade Value Shares
Change
Change in
Stake
BAM
376
Belpointe Asset Management
Nevada
$577K +$533K +36,144 New
PFO
377
Pathstone Family Office
New Jersey
$559K +$374K +25,371 +112%
SPIA
378
Steward Partners Investment Advisory
New York
$557K -$10.2K -690 -2%
EF
379
Empirical Finance
Pennsylvania
$553K +$40.5K +2,749 +9%
PFM
380
Parsec Financial Management
North Carolina
$551K +$59K +4,000 +13%
JGUA
381
John G. Ullman & Associates
New York
$549K -$32.4K -2,200 -6%
Wealthfront Advisers
382
Wealthfront Advisers
California
$549K +$168K +11,372 +49%
MPPLM
383
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$537K +$32.2K +2,183 +7%
AG
384
AIA Group
Hong Kong
$536K -$27.8K -1,886 -5%
FFG
385
Fortem Financial Group
California
$529K +$46.1K +3,130 +10%
IC
386
IEQ Capital
California
$527K -$98.8K -6,699 -17%
TCM
387
Twin Capital Management
Pennsylvania
$525K +$71.2K +4,828 +17%
OWA
388
One Wealth Advisors
California
$524K +$258K +17,508 +114%
V
389
Veritable
Delaware
$509K -$386K -26,195 -45%
FAG
390
Fortitude Advisory Group
Washington
$498K – – –
PAG
391
Private Advisor Group
New Jersey
$497K +$376K +25,483 +61%
IAMOG
392
Investors Asset Management of Georgia
Georgia
$492K +$15 +1 +0%
MFG
393
MidWestOne Financial Group
Iowa
$489K +$452K +30,647 New
CAM
394
Carret Asset Management
New York
$488K – – –
SCM
395
SOL Capital Management
Maryland
$487K – – –
CAM
396
Cacti Asset Management
Georgia
$479K – – –
JWBC
397
John W. Bristol & Co
New York
$479K – – –
NSEDCP
398
NJ State Employees Deferred Compensation Plan
New Jersey
$479K – – –
SF
399
Synovus Financial
Georgia
$471K -$11.4K -770 -3%
S
400
SignatureFD
Georgia
$466K +$104K +7,061 +32%