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Hewlett Packard
HPE

Name Holding Trade Value Shares
Change 		Change in
Stake
JCM
601
Jacobi Capital Management
Pennsylvania
$35K – – –
SSB
602
Sandy Spring Bank
Maryland
$35K +$29 +2 +0.1%
FFA
603
Freedman Financial Associates
Massachusetts
$35K +$2.89K +200 +9%
MGIM
604
M&G Investment Management
United Kingdom
$33.5K +$2.26M +156,548 +7%
LPWM
605
Lake Point Wealth Management
Texas
$33K – – –
PO
606
Private Ocean
California
$32K – – –
PK
607
Pflug Koory
Nebraska
$31K -$3.61K -250 -10%
AWA
608
Arkadios Wealth Advisors
Georgia
$31K -$953 -66 -3%
VCM
609
Versant Capital Management
Arizona
$31K – – –
GLLW
610
Graves Light Lenhart Wealth
Virginia
$31K +$14 +1 +0%
ONST
611
Old North State Trust
North Carolina
$30K – – –
CA
612
Centerpoint Advisors
Massachusetts
$29K – – –
TCM
613
Tradewinds Capital Management
Washington
$29K – – –
CI
614
CX Institutional
Indiana
$28K -$1.23K -85 -4%
HIIFS
615
Harel Insurance Investments & Financial Services
Israel
$28K +$27.9K +1,932 New
CCM
616
Covington Capital Management
California
$27K -$1.28K -89 -4%
MA
617
Montag & Associates
Georgia
$27K – – –
ZB
618
Zions Bancorporation
Utah
$25K +$1.4K +97 +6%
CBT
619
CoreFirst Bank & Trust
Kansas
$24K – – –
CC
620
Corsicana & Co
Texas
$24K – – –
BWM
621
BerganKDV Wealth Management
Minnesota
$22K – – –
TWM
622
Tradition Wealth Management
Minnesota
$22K – – –
MCM
623
Manchester Capital Management
Vermont
$21K – – –
PWMG
624
Prestige Wealth Management Group
New Jersey
$21K +$14 +1 +0.1%
WT
625
Washington Trust
Rhode Island
$21K +$1.44K +100 +7%
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