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Hewlett Packard
HPE

Name Holding Trade Value Shares
Change 		Change in
Stake
VA
601
VestGen Advisors
Illinois
$357K -$29.7K -1,771 -9%
IC
602
Inscription Capital
Texas
$352K +$289K +17,224 New
PCIA
603
Prime Capital Investment Advisors
Kansas
$352K -$55.4K -3,306 -16%
PWP
604
Phillips Wealth Planners
Mississippi
$351K -$80.1K -4,777 -22%
JSSH
605
J. Safra Sarasin Holding
$350K -$883K -52,674 -75%
BCI
606
Brinker Capital Investments
Pennsylvania
$349K +$101K +6,035 +55%
GWMR
607
GC Wealth Management RIA
Massachusetts
$345K +$283K +16,881 New
CIC
608
Crawford Investment Counsel
Georgia
$343K -$470K -28,048 -63%
MCM
609
MAI Capital Management
Ohio
$343K +$2.3K +137 +0.8%
AC
610
Avestar Capital
New York
$342K +$15.1K +902 +6%
FLPIM
611
F.L. Putnam Investment Management
Massachusetts
$341K -$1.66K -99 -0.6%
PS
612
Principal Securities
Iowa
$341K +$75.5K +4,504 +37%
HAG
613
HighPoint Advisor Group
Illinois
$338K +$117 +7 +0%
KIG
614
Kessler Investment Group
Indiana
$335K -$15.3K -910 -5%
PCMC
615
Paragon Capital Management (Colorado)
Colorado
$334K -$18.8K -1,123 -6%
AFG
616
Atomi Financial Group
New York
$334K +$62.6K +3,735 +30%
BFS
617
Bradley Foster & Sargent
Connecticut
$332K – – –
APP
618
Avantax Planning Partners
Iowa
$332K +$70K +4,173 +35%
IPW
619
Inlet Private Wealth
Florida
$331K – – –
MG
620
Marex Group
$331K -$139K -8,303 -34%
CNBOF
621
City National Bank of Florida
Florida
$326K +$71.3K +4,256 +36%
SW
622
Simplicity Wealth
New Jersey
$326K +$73.6K +4,391 +38%
MPM
623
MBB Public Markets
Illinois
$323K -$60.6K -3,614 -19%
CPC
624
CFC Planning Company
Indiana
$322K -$183K -10,933 -41%
AIP
625
Ameritas Investment Partners
Nebraska
$322K +$436 +26 +0.2%
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