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Hewlett Packard
HPE

Name Holding Trade Value Shares
Change 		Change in
Stake
PI
601
PFG Investments
New York
$207K +$189K +11,661 New
TPCW
602
TD Private Client Wealth
New York
$206K -$7.08K -436 -4%
WHC
603
Wulff, Hansen & Co
California
$203K – – –
NSIM
604
North Star Investment Management
Illinois
$203K -$3.95K -243 -2%
GM
605
GeoWealth Management
Illinois
$201K +$184K +11,324 New
AFG
606
Atomi Financial Group
New York
$200K +$183K +11,288 New
CP
607
Capital Planning
Washington
$199K – – –
PFPT
608
Pinnacle Financial Partners (Tennessee)
Tennessee
$197K -$7.83K -482 -4%
SL
609
Sentry LLC
Tennessee
$195K – – –
MG
610
Marex Group
$193K +$177K +10,887 New
IIM
611
Ironwood Investment Management
Massachusetts
$191K -$15.7K -966 -8%
JWM
612
Janiczek Wealth Management
Colorado
$188K +$21.5K +1,324 +14%
IFG
613
Independent Financial Group
California
$188K +$172K +10,586 New
EFM
614
E Fund Management
China
$188K -$5.5K -339 -3%
I
615
IMPACTfolio
Colorado
$187K -$55.1K -3,391 -24%
VCG
616
Vantage Consulting Group
Virginia
$187K -$62.7K -3,863 -27%
BC
617
Burney Company
Virginia
$187K – – –
FMWA
618
Forvis Mazars Wealth Advisors
Missouri
$187K -$12.8K -788 -7%
GCC
619
Game Creek Capital
Massachusetts
$186K -$2.48M -152,875 -94%
FHA
620
First Horizon Advisors
Tennessee
$185K +$1.67K +103 +1%
VA
621
Valmark Advisers
Ohio
$185K +$169K +10,416 New
WG
622
Winton Group
United Kingdom
$184K -$2.76M -170,078 -94%
PTC
623
Private Trust Company
Ohio
$183K -$341 -21 -0.2%
AIM
624
Anchor Investment Management
South Carolina
$182K – – –
UB
625
UMB Bank
Missouri
$181K -$48.9K -3,011 -23%
23 24
25
26 27