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Hewlett Packard
HPE

Name Holding Trade Value Shares
Change 		Change in
Stake
AWP
576
Abacus Wealth Partners
California
$556K +$546K +23,157 New
AFW
577
Avantra Family Wealth
Pennsylvania
$550K -$3.32K -141 -0.6%
WA
578
Waverly Advisors
Alabama
$544K +$134K +5,673 +33%
RFA
579
Register Financial Advisors
Georgia
$543K +$49.5K +2,101 +10%
EWP
580
Elevation Wealth Partners
California
$541K – – –
WAN
581
Wealth Advisors Northwest
Oregon
$534K – – –
IRP
582
Investment Research Partners
Pennsylvania
$527K +$9.96K +423 +2%
LFAS
583
Level Four Advisory Services
Texas
$523K -$6.29K -267 -1%
GAM
584
Groupama Asset Management
France
$509K -$51.7K -2,196 -9%
MOS
585
MGO One Seven
Ohio
$501K +$22K +934 +5%
MFS
586
Mirabella Financial Services
United Kingdom
$500K +$490K +20,812 New
SAM
587
Silvercrest Asset Management
New York
$497K – – –
IFG
588
Independent Financial Group
California
$497K -$134K -5,675 -22%
TG
589
TCW Group
California
$496K +$487K +20,670 New
FCM
590
Fieldview Capital Management
Michigan
$487K +$477K +20,260 New
CAM
591
Cidel Asset Management
Ontario, Canada
$482K – – –
SACTSONJ
592
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$480K – – –
PA
593
Profund Advisors
Maryland
$480K -$56.8K -2,409 -11%
HAG
594
HighPoint Advisor Group
Illinois
$480K +$14K +593 +3%
EV
595
EJMK Ventures
Illinois
$478K +$469K +19,902 New
BCI
596
Brinker Capital Investments
Pennsylvania
$475K +$94.9K +4,027 +26%
FRA
597
Frank Rimerman Advisors
California
$475K -$4.99K -212 -1%
HNB
598
Huntington National Bank
Ohio
$470K +$47K +1,996 +11%
XT
599
XTX Topco
Cayman Islands
$470K -$1.87M -79,207 -80%
GT
600
Greenleaf Trust
Michigan
$465K +$16.7K +708 +4%
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