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Hewlett Packard
HPE

Name Holding Trade Value Shares
Change 		Change in
Stake
AWA
501
ARS Wealth Advisors
Florida
$178K +$125 +9 +0.1%
BC
502
Burney Company
Virginia
$178K +$6.99K +505 +5%
LSPW
503
Lake Street Private Wealth
Illinois
$178K +$157K +11,322 New
CP
504
Capital Planning
Washington
$177K – – –
CAN
505
Claraphi Advisory Network
United States
$177K +$5.94K +429 +4%
VCG
506
Vantage Consulting Group
Virginia
$176K +$18.5K +1,334 +14%
PCMC
507
Paragon Capital Management (Colorado)
Colorado
$175K – – –
PAM
508
Palisade Asset Management
Minnesota
$173K -$146K -10,545 -49%
HIMC
509
Heritage Investors Management Corp
Maryland
$172K -$111K -8,003 -42%
RJT
510
Raymond James Trust
Florida
$171K -$429 -31 -0.3%
BIP
511
Blueprint Investment Partners
North Carolina
$170K +$149K +10,781 New
AIM
512
Anchor Investment Management
South Carolina
$170K – – –
PCA
513
Personal Capital Advisors
California
$169K -$41K -2,963 -22%
UB
514
UMB Bank
Missouri
$168K -$3.06K -221 -2%
OFS
515
OneAscent Financial Services
Alabama
$168K -$1.72K -124 -1%
APP
516
Avantax Planning Partners
Iowa
$168K +$148K +10,688 New
FMII
517
Farmers & Merchants Investments Inc
Nebraska
$166K – – –
FHA
518
First Horizon Advisors
Tennessee
$166K +$70.5K +5,092 +93%
RWA
519
River Wealth Advisors
Pennsylvania
$165K -$6.92K -500 -5%
FWCM
520
Ferguson Wellman Capital Management
Oregon
$165K – – –
RCM
521
Radnor Capital Management
Pennsylvania
$164K -$29.1K -2,103 -17%
WS
522
Wedbush Securities
California
$164K -$346 -25 -0.2%
PCS
523
Personal CFO Solutions
New Jersey
$163K +$144K +10,384 New
DADC
524
D.A. Davidson & Co
Montana
$162K +$143K +10,290 New
KPW
525
Kore Private Wealth
New York
$162K +$143K +10,308 New
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