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Hewlett Packard
HPE

Name Holding Trade Value Shares
Change 		Change in
Stake
MC
501
Moors & Cabot
Massachusetts
$195K +$6.96K +441 +3%
LWA
502
Lineweaver Wealth Advisors
Ohio
$195K +$211K +13,387 New
SSW
503
Smith Shellnut Wilson
Mississippi
$193K – – –
SC
504
Savant Capital
Illinois
$189K +$7.34K +465 +4%
STC
505
Sarah T. Connolly
$186K – – –
TI
506
Tidal Investments
Wisconsin
$186K +$201K +12,733 New
SIM
507
Sentry Investment Management
Wisconsin
$186K +$201K +12,745 New
GVAG
508
Great Valley Advisor Group
Delaware
$185K +$200K +12,688 New
MIAN
509
Mariner Independent Advisor Network
Kansas
$183K +$199K +12,580 New
BCM
510
Brookstone Capital Management
Illinois
$182K +$209K +13,251 New
KPWS
511
Kestra Private Wealth Services
Texas
$180K -$7.99K -506 -4%
AMIM
512
Aull & Monroe Investment Management
Alabama
$180K -$3.16K -200 -2%
SCM
513
Stevens Capital Management
Pennsylvania
$178K +$193K +12,231 New
EWA
514
EP Wealth Advisors
California
$177K +$2.76K +175 +1%
JIC
515
Johnson Investment Counsel
Ohio
$176K -$5.01K -317 -3%
BOTW
516
Bank of the West
California
$175K -$2.21K -140 -1%
KPW
517
Kore Private Wealth
New York
$175K +$27.2K +1,724 +17%
P
518
Pitcairn
Pennsylvania
$173K +$1.26K +80 +0.7%
AAM
519
Auxier Asset Management
Oregon
$172K -$7.9K -500 -4%
OPS
520
Orion Portfolio Solutions
Nebraska
$172K +$187K +11,822 New
TAM
521
Trust Asset Management
Texas
$171K -$363K -22,983 -66%
HI
522
Harbour Investments
Wisconsin
$171K -$19.7K -1,249 -10%
BS
523
Boenning & Scattergood
Pennsylvania
$171K – – –
FHA
524
First Horizon Advisors
Tennessee
$170K +$17.2K +1,087 +10%
CAAS
525
Capital Asset Advisory Services
Michigan
$170K +$20.8K +1,314 +13%
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