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Hewlett Packard
HPE

Name Holding Trade Value Shares
Change 		Change in
Stake
FIA
501
FNY Investment Advisers
New York
$192K +$195K +13,500 New
SSW
502
Smith Shellnut Wilson
Mississippi
$189K – – –
SFI
503
Siemens Fonds Invest
Germany
$188K +$190K +13,179 New
ASN
504
Advisory Services Network
Georgia
$187K +$25.4K +1,758 +15%
HI
505
Horizon Investments
North Carolina
$186K -$10.7K -742 -5%
LSPW
506
Lake Street Private Wealth
Illinois
$183K -$18.9K -1,312 -9%
STC
507
Sarah T. Connolly
$182K – – –
TAM
508
Trust Asset Management
Texas
$180K +$12.2K +844 +7%
APP
509
Avantax Planning Partners
Iowa
$178K +$18.3K +1,269 +11%
OPS
510
Orion Portfolio Solutions
Nebraska
$177K +$8.69K +602 +5%
GVAG
511
Great Valley Advisor Group
Delaware
$176K -$4.62K -320 -3%
AMIM
512
Aull & Monroe Investment Management
Alabama
$176K – – –
EWA
513
EP Wealth Advisors
California
$176K +$2.83K +196 +2%
PCS
514
Personal CFO Solutions
New Jersey
$176K +$30.5K +2,113 +21%
CAAS
515
Capital Asset Advisory Services
Michigan
$174K +$7.96K +551 +5%
BIP
516
Blueprint Investment Partners
North Carolina
$174K +$23.3K +1,611 +15%
HI
517
Harbour Investments
Wisconsin
$173K +$6.21K +430 +4%
JIC
518
Johnson Investment Counsel
Ohio
$172K +$116 +8 +0.1%
BJL
519
Brighton Jones LLC
Washington
$171K -$28.2K -1,956 -14%
JF
520
Jump Financial
Illinois
$170K -$56.3K -3,897 -25%
BOTW
521
Bank of the West
California
$170K -$866 -60 -0.5%
IWC
522
Integrated Wealth Concepts
Massachusetts
$170K +$173K +11,951 New
AAM
523
Auxier Asset Management
Oregon
$168K – – –
BS
524
Boenning & Scattergood
Pennsylvania
$167K – – –
WSC
525
Wellington Shields & Co
New York
$165K – – –
19 20
21
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