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Hewlett Packard
HPE

Name Holding Trade Value Shares
Change 		Change in
Stake
QP
501
Quartz Partners
New York
$693K +$26.5K +1,257 +4%
FT
502
Fiduciary Trust
Massachusetts
$692K +$7.41K +351 +1%
PA
503
Parallel Advisors
California
$690K -$49.6K -2,349 -7%
WLPWM
504
Walled Lake Planning & Wealth Management
Illinois
$689K +$36.4K +1,723 +6%
MME
505
Meag Munich Ergo
Germany
$686K -$6.07M -287,325 -90%
IWC
506
Integrated Wealth Concepts
Massachusetts
$684K +$20.6K +976 +3%
MWM
507
Modern Wealth Management
Kansas
$674K +$667K +31,575 New
IPW
508
Impact Partnership Wealth
Georgia
$673K -$606K -28,697 -48%
LFAS
509
Level Four Advisory Services
Texas
$671K +$77.5K +3,672 +13%
ACM
510
Aquatic Capital Management
Illinois
$671K +$663K +31,423 New
VSQM
511
V-Square Quantitative Management
Illinois
$667K -$69.8K -3,305 -10%
FAG
512
Fortitude Advisory Group
Washington
$664K – – –
VHAM
513
Van Hulzen Asset Management
California
$661K +$654K +30,961 New
USAA
514
United Services Automobile Association
Texas
$659K – – –
FDS
515
First Dallas Securities
Texas
$657K +$354K +16,754 +120%
FFA
516
Farther Finance Advisors
California
$656K -$112K -5,299 -15%
UCFA
517
United Capital Financial Advisors
Texas
$655K -$116K -5,502 -15%
FHB
518
First Hawaiian Bank
Hawaii
$654K +$89.9K +4,258 +16%
WA
519
WESPAC Advisors
California
$652K -$9.67K -458 -1%
JIP
520
Jaffetilchin Investment Partners
Florida
$650K +$495K +23,430 +333%
AFCM
521
Applied Finance Capital Management
Puerto Rico
$649K -$36.5K -1,727 -5%
AWM
522
Apollon Wealth Management
South Carolina
$645K +$91.5K +4,334 +17%
MSAM
523
Moloney Securities Asset Management
Missouri
$642K -$253K -12,000 -29%
CAM
524
Cacti Asset Management
Georgia
$642K – – –
BOS
525
Bank of Stockton
California
$641K – – –
19 20
21
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