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Hewlett Packard
HPE

Name Holding Trade Value Shares
Change 		Change in
Stake
CAAS
551
Capital Asset Advisory Services
Michigan
$179K -$12.7K -845 -7%
BC
552
Burney Company
Virginia
$179K – – –
CCFM
553
Clear Creek Financial Management
Washington
$178K +$4.63K +307 +3%
CP
554
Capital Planning
Washington
$177K – – –
PW
555
Peninsula Wealth
California
$177K +$169K +11,232 New
P
556
Pitcairn
Pennsylvania
$176K -$4.9K -325 -3%
SIM
557
Sentry Investment Management
Wisconsin
$175K – – –
C
558
Covestor
United Kingdom
$175K +$167K +11,087 New
CAP
559
Columbia Advisory Partners
Washington
$175K +$168K +11,124 New
PAM
560
Palisade Asset Management
Minnesota
$174K – – –
BJL
561
Brighton Jones LLC
Washington
$173K -$16K -1,060 -9%
RJT
562
Raymond James Trust
Florida
$173K -$4.55K -302 -3%
WHC
563
Wulff, Hansen & Co
California
$173K +$166K +10,991 New
LWM
564
Liberty Wealth Management
California
$172K -$64.6K -4,286 -28%
AIM
565
Anchor Investment Management
South Carolina
$170K – – –
CCB
566
Cutter & Co Brokerage
Missouri
$169K +$162K +10,717 New
LWCFA
567
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$168K -$7.04K -467 -4%
EA
568
Elm Advisors
California
$168K – – –
FMII
569
Farmers & Merchants Investments Inc
Nebraska
$167K – – –
AWAG
570
ARS Wealth Advisors Group
Florida
$165K +$890 +59 +0.6%
GCM
571
G2 Capital Management
Ohio
$165K +$158K +10,479 New
OPS
572
Orion Portfolio Solutions
Nebraska
$164K -$30.9K -2,046 -16%
BOTW
573
Bank of the West
California
$164K -$22.6K -1,500 -13%
WP
574
WealthSource Partners
California
$163K +$1.18K +78 +0.8%
CIA
575
Capital Investment Advisors
Georgia
$162K +$155K +10,264 New
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