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Hewlett Packard
HPE

Name Holding Trade Value Shares
Change 		Change in
Stake
WA
476
Wealth Architects
California
$574K -$69.2K -5,152 -11%
MMPW
477
Mitchell McLeod Pugh & Williams
Alabama
$558K – – –
MIC
478
Meridian Investment Counsel
California
$550K -$24.7K -1,841 -4%
MYAM
479
Meiji Yasuda Asset Management
Japan
$542K -$92.9K -6,916 -15%
CA
480
Cetera Advisors
Colorado
$519K -$10.4K -774 -2%
SWP
481
Stratos Wealth Partners
Ohio
$516K +$503K +37,446 New
VKH
482
Virtu KCG Holdings
New York
$512K -$1.07M -79,927 -68%
RCS
483
Retirement Capital Strategies
California
$504K – – –
RCA
484
Rex Capital Advisors
Rhode Island
$503K +$261K +19,446 +114%
JIC
485
Johnson Investment Counsel
Ohio
$501K +$119K +8,863 +32%
RCAG
486
Rehmann Capital Advisory Group
Michigan
$498K -$9.11K -678 -2%
DSA
487
Davis Selected Advisers
Arizona
$494K – – –
CIM
488
CIM Investment Management
Pennsylvania
$487K -$47.8K -3,555 -9%
AG
489
Advisor Group
Arizona
$483K +$19.8K +1,471 +4%
CHC
490
City Holding Co
West Virginia
$477K -$42.8K -3,183 -8%
BF
491
BOK Financial
Oklahoma
$475K -$1.32K -98 -0.3%
TA
492
Tiedemann Advisors
New York
$470K +$458K +34,101 New
BSW
493
Buckingham Strategic Wealth
Missouri
$468K +$2.46K +183 +0.5%
BA
494
Boston Advisors
Massachusetts
$468K +$22.6K +1,679 +5%
FPFS
495
First Personal Financial Services
North Carolina
$466K -$9.41K -700 -2%
NBC
496
Neuberger Berman Canada
Ontario, Canada
$465K +$453K +33,723 New
RJT
497
Raymond James Trust
Florida
$450K -$26.1K -1,946 -6%
AIIMS
498
Analyst IMS Investment Management Services
Israel
$449K – – –
LWCFA
499
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$443K – – –
AW
500
Alpha Windward
Massachusetts
$438K +$672 +50 +0.2%
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20
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