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Hewlett Packard
HPE

Name Holding Trade Value Shares
Change 		Change in
Stake
PGFC
551
Peapack-Gladstone Financial Corp
New Jersey
$658K -$87K -3,935 -13%
LSA
552
Leonteq Securities AG
Switzerland
$656K -$1.96M -88,490 -77%
A
553
Argentarii
Ohio
$654K – – –
M
554
Mirova
France
$650K – – –
S
555
SignatureFD
Georgia
$650K +$4.47K +202 +0.8%
IFG
556
Independent Financial Group
California
$647K -$87.5K -3,956 -13%
CFG
557
Citizens Financial Group
Rhode Island
$644K +$128K +5,798 +28%
CK
558
Cohen Klingenstein
New York
$643K – – –
ZIG
559
Zuckerman Investment Group
Illinois
$639K – – –
SMH
560
Sanders Morris Harris
Texas
$639K +$575K +26,000 New
ECM
561
Evergreen Capital Management
Washington
$629K +$53.4K +2,414 +10%
OWA
562
One Wealth Advisors
California
$626K -$162K -7,348 -22%
CPCPP
563
Canada Post Corporation Pension Plan
Canada
$625K +$88.2K +3,990 +18%
VI
564
Vestcor Inc
New Brunswick, Canada
$624K -$2.21M -99,997 -80%
FFA
565
Farther Finance Advisors
California
$622K -$14.2K -640 -2%
TE
566
Tema ETFs
New York
$622K +$560K +25,314 New
VF
567
Virtu Financial
New York
$617K -$2.11M -95,650 -79%
MSE
568
MUFG Securities EMEA
United Kingdom
$617K -$24.4M -1,101,752 -98%
KCM
569
Kathmere Capital Management
Pennsylvania
$613K +$6.3K +285 +1%
BJL
570
Brighton Jones LLC
Washington
$607K -$9.15K -414 -2%
OTL
571
Oak Thistle LLC
New York
$598K +$538K +24,347 New
NW
572
NewEdge Wealth
Pennsylvania
$597K -$2.53M -114,358 -82%
MIM
573
Montgomery Investment Management
Maryland
$596K – – –
BHPW
574
Beverly Hills Private Wealth
California
$594K +$40.8K +1,846 +8%
ST
575
Smithfield Trust
Pennsylvania
$589K – – –
21 22
23
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