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Hewlett Packard
HPE

Name Holding Trade Value Shares
Change 		Change in
Stake
WDA
601
Wendell David Associates
New Hampshire
$461K – – –
WBWA
602
William B. Walkup & Associates
South Carolina
$459K +$8.84K +375 +2%
CAG
603
Crestwood Advisors Group
Massachusetts
$458K +$6.03K +256 +1%
SAM
604
Smartleaf Asset Management
Massachusetts
$457K +$5.54K +235 +1%
O
605
Ossiam
France
$456K +$438K +18,610 +5,228%
RG
606
Rathbones Group
United Kingdom
$455K – – –
DWM
607
Destination Wealth Management
California
$454K +$208K +8,810 +87%
SCI
608
Silver Coast Investments
United States
$453K – – –
CCA
609
Checchi Capital Advisers
California
$453K -$3.37K -143 -0.8%
I
610
InceptionR
California
$450K +$159K +6,754 +56%
PE
611
PCM Encore
Colorado
$449K +$441K +18,701 New
PCIA
612
Prime Capital Investment Advisors
Kansas
$447K +$4.95K +210 +1%
AFG
613
Atomi Financial Group
New York
$444K +$16.6K +705 +4%
SS
614
SBI Securities
Japan
$439K -$19.5K -827 -4%
CI
615
CX Institutional
Indiana
$436K -$42.7K -1,814 -9%
EWA
616
EverSource Wealth Advisors
Alabama
$436K +$52.2K +2,214 +14%
BFS
617
Bradley Foster & Sargent
Connecticut
$435K +$44K +1,869 +12%
CNBOF
618
City National Bank of Florida
Florida
$434K +$19.4K +825 +5%
PMAM
619
Picton Mahoney Asset Management
Ontario, Canada
$427K +$81.3K +3,450 +24%
MCM
620
MAI Capital Management
Ohio
$426K -$71 -3 -0%
AWM
621
Avior Wealth Management
Nebraska
$423K +$190K +8,084 +85%
WT
622
Whittier Trust
California
$421K -$14.9K -633 -3%
VT
623
Volterra Technologies
New York
$421K +$413K +17,530 New
AWM
624
AE Wealth Management
Kansas
$421K +$31.7K +1,345 +8%
GCIA
625
Gabelli & Co Investment Advisers
New York
$420K +$58.9K +2,500 +17%
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