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Hewlett Packard
HPE

Name Holding Trade Value Shares
Change 		Change in
Stake
SOAMC
526
Spirit of America Management Corp
New York
$195K -$32K -2,000 -14%
CWP
527
Capital Wealth Planning
Florida
$195K -$1.6K -100 -0.8%
CA
528
Calton & Associates
Florida
$195K +$447 +28 +0.2%
LDB
529
Lee, Danner & Bass
Tennessee
$193K – – –
RA
530
Rational Advisors
New York
$193K +$191K +11,952 +6,426%
KWA
531
KCS Wealth Advisory
California
$192K -$2.64K -165 -1%
HPC
532
HM Payson & Co
Maine
$192K – – –
JWCA
533
J.W. Cole Advisors
Florida
$192K +$194K +12,116 New
TCOV
534
Trust Company of Vermont
Vermont
$191K +$559 +35 +0.3%
HCP
535
Holt Capital Partners
Texas
$190K – – –
BS
536
Boenning & Scattergood
Pennsylvania
$189K – – –
SI
537
Stephens Inc
Arkansas
$187K -$31.7K -1,982 -14%
BC
538
Burney Company
Virginia
$186K +$188K +11,738 New
UB
539
UMB Bank
Missouri
$185K -$1.71K -107 -0.9%
GBBWRPM
540
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$185K +$186K +11,657 New
AW
541
Alpha Windward
Massachusetts
$184K – – –
WAM
542
Wealthspire Advisors (Maryland)
Maryland
$184K +$2.86K +179 +2%
EMG
543
Ellington Management Group
Connecticut
$184K +$185K +11,600 New
SS
544
Sunbelt Securities
Texas
$180K -$38.6K -2,414 -18%
WAM
545
Weiss Asset Management
Massachusetts
$179K – – –
AWA
546
ARS Wealth Advisors
Florida
$179K +$96 +6 +0.1%
BHWM
547
Bar Harbor Wealth Management
New Hampshire
$178K -$3.29K -206 -2%
CCA
548
Checchi Capital Advisers
California
$178K -$1.93K -121 -1%
CWM
549
Cedar Wealth Management
California
$177K -$12.2K -765 -6%
PI
550
PEAK6 Investments
Illinois
$176K +$177K +11,076 New
20 21
22
23 24