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Hewlett Packard
HPE

Name Holding Trade Value Shares
Change 		Change in
Stake
LWM
576
Lyell Wealth Management
California
$228K +$21.1K +1,298 +11%
TLFA
577
True Link Financial Advisors
California
$228K +$219K +13,421 New
APP
578
Avantax Planning Partners
Iowa
$228K -$11.6K -709 -5%
UB
579
UMB Bank
Missouri
$225K -$44.1K -2,707 -17%
BHPW
580
Beverly Hills Private Wealth
California
$223K +$214K +13,151 New
PWPS
581
Pinnacle Wealth Planning Services
Ohio
$222K -$81 -5 -0%
CIA
582
Concurrent Investment Advisors
Florida
$221K +$212K +13,011 New
SSW
583
Smith Shellnut Wilson
Mississippi
$219K -$5.2K -319 -2%
CCB
584
Cutter & Co Brokerage
Missouri
$218K +$9.68K +594 +5%
NPT
585
Nixon Peabody Trust
Massachusetts
$216K +$208K +12,750 New
DBIA
586
Dumont & Blake Investment Advisors
New Jersey
$214K -$4.07K -250 -2%
PP
587
PDS Planning
Ohio
$211K -$5.47K -336 -3%
IPW
588
Impact Partnership Wealth
Georgia
$210K +$186K +11,402 +1,163%
FCH
589
Freestone Capital Holdings
Washington
$210K +$978 +60 +0.5%
PW
590
Peninsula Wealth
California
$208K +$1.07K +66 +0.5%
TPCW
591
TD Private Client Wealth
New York
$205K +$147K +9,022 +296%
RJT
592
Raymond James Trust
Florida
$205K +$18K +1,107 +10%
DM
593
Deerfield Management
New York
$204K +$196K +12,031 New
PCP
594
Proficio Capital Partners
Massachusetts
$203K +$4.77K +293 +3%
HA
595
Herold Advisors
New York
$202K -$11.4K -700 -6%
CC
596
Cipher Capital
New York
$200K +$192K +11,790 New
IIM
597
Ironwood Investment Management
Massachusetts
$199K – – –
NSIM
598
North Star Investment Management
Illinois
$199K -$831 -51 -0.4%
PFPT
599
Pinnacle Financial Partners (Tennessee)
Tennessee
$197K +$1.3K +80 +0.7%
WHC
600
Wulff, Hansen & Co
California
$195K – – –
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