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Hewlett Packard
HPE

Name Holding Trade Value Shares
Change 		Change in
Stake
CK
526
Cohen Klingenstein
New York
$536K – – –
CCM
527
Coldstream Capital Management
Washington
$532K +$71.3K +4,254 +20%
ZIG
528
Zuckerman Investment Group
Illinois
$532K -$67.1K -4,000 -13%
FFA
529
Farther Finance Advisors
California
$531K -$91.8K -5,479 -17%
WIS
530
Wright Investors Service
Connecticut
$529K +$2.01K +120 +0.5%
GIM
531
Grassi Investment Management
California
$524K – – –
DWM
532
Dynasty Wealth Management
Florida
$523K -$140K -8,323 -25%
BTI
533
Blue Trust Inc
Georgia
$521K -$12.2K -730 -3%
IAIM
534
International Assets Investment Management
Florida
$515K -$139K -8,266 -25%
BJL
535
Brighton Jones LLC
Washington
$514K +$75.2K +4,483 +22%
AW
536
Alteri Wealth
California
$511K +$101K +5,998 +32%
IWA
537
IVC Wealth Advisors
Pennsylvania
$511K +$228K +13,591 +119%
GI
538
GAMMA Investing
California
$508K +$119K +7,075 +40%
EFM
539
E Fund Management
China
$508K -$22K -1,313 -5%
QI
540
Qtron Investments
Massachusetts
$506K – – –
KCM
541
Kathmere Capital Management
Pennsylvania
$505K +$197K +11,753 +91%
ACM
542
Aster Capital Management
United Arab Emirates
$504K -$227K -13,536 -35%
ACA
543
Atlas Capital Advisors
Wyoming
$499K -$189K -11,253 -32%
O
544
Ossiam
France
$498K -$29.7K -1,769 -7%
MIM
545
Montgomery Investment Management
Maryland
$496K – – –
ST
546
Smithfield Trust
Pennsylvania
$491K – – –
CL
547
Choreo LLC
Illinois
$491K +$108K +6,444 +37%
WRPWM
548
Werba Rubin Papier Wealth Management
California
$490K +$30.9K +1,842 +8%
TCA
549
Teewinot Capital Advisers
New York
$487K – – –
I
550
InceptionR
California
$486K +$399K +23,784 New
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22
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