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Hewlett Packard
HPE

Name Holding Trade Value Shares
Change 		Change in
Stake
LWCFA
501
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$181K -$19.2K -1,387 -11%
FFA
502
First Foundation Advisors
California
$181K -$7.85K -567 -5%
EA
503
Elm Advisors
California
$179K – – –
SPC
504
Sigma Planning Corp
Michigan
$178K -$31.8K -2,293 -17%
AWA
505
ARS Wealth Advisors
Florida
$178K +$125 +9 +0.1%
BC
506
Burney Company
Virginia
$178K +$6.99K +505 +5%
LSPW
507
Lake Street Private Wealth
Illinois
$178K +$157K +11,322 New
CP
508
Capital Planning
Washington
$177K – – –
CAN
509
Claraphi Advisory Network
United States
$177K +$5.94K +429 +4%
VCG
510
Vantage Consulting Group
Virginia
$176K +$18.5K +1,334 +14%
PCMC
511
Paragon Capital Management (Colorado)
Colorado
$175K – – –
PAM
512
Palisade Asset Management
Minnesota
$173K -$146K -10,545 -49%
HIMC
513
Heritage Investors Management Corp
Maryland
$172K -$111K -8,003 -42%
RJT
514
Raymond James Trust
Florida
$171K -$429 -31 -0.3%
BIP
515
Blueprint Investment Partners
North Carolina
$170K +$149K +10,781 New
AIM
516
Anchor Investment Management
South Carolina
$170K – – –
PCA
517
Personal Capital Advisors
California
$169K -$41K -2,963 -22%
UB
518
UMB Bank
Missouri
$168K -$3.06K -221 -2%
OFS
519
OneAscent Financial Services
Alabama
$168K -$1.72K -124 -1%
APP
520
Avantax Planning Partners
Iowa
$168K +$148K +10,688 New
FMII
521
Farmers & Merchants Investments Inc
Nebraska
$166K – – –
FHA
522
First Horizon Advisors
Tennessee
$166K +$70.5K +5,092 +93%
RWA
523
River Wealth Advisors
Pennsylvania
$165K -$6.92K -500 -5%
FWCM
524
Ferguson Wellman Capital Management
Oregon
$165K – – –
RCM
525
Radnor Capital Management
Pennsylvania
$164K -$29.1K -2,103 -17%
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21
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