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Hewlett Packard
HPE

Name Holding Trade Value Shares
Change 		Change in
Stake
DWA
626
Delap Wealth Advisory
Oregon
$297K +$258K +14,016 New
LWM
627
Lyell Wealth Management
California
$294K +$20.6K +1,120 +9%
PA
628
Perennial Advisors
New York
$294K – – –
CI
629
Cigna Investments
Connecticut
$291K – – –
IFG
630
Independent Financial Group
California
$289K +$56.3K +3,057 +29%
FFG
631
Fiduciary Financial Group
California
$288K +$248K +13,458 New
BWP
632
Balboa Wealth Partners
Arizona
$287K +$250K +13,547 New
PWM
633
Perigon Wealth Management
California
$283K +$246K +13,364 New
AAM
634
Auxier Asset Management
Oregon
$283K – – –
SRL
635
Scientech Research LLC
New Jersey
$283K +$246K +13,356 New
CCB
636
Cutter & Co Brokerage
Missouri
$282K +$8.11K +440 +3%
CCFM
637
Clear Creek Financial Management
Washington
$280K -$25.2K -1,365 -9%
PP
638
PDS Planning
Ohio
$278K +$3.15K +171 +1%
TLFA
639
True Link Financial Advisors
California
$277K – – –
CCAL
640
City Center Advisors LLC
Michigan
$277K – – –
PWPS
641
Pinnacle Wealth Planning Services
Ohio
$276K – – –
ICA
642
Infrastructure Capital Advisors
New York
$274K +$239K +12,965 New
SSW
643
Smith Shellnut Wilson
Mississippi
$274K – – –
BHBT
644
Burke & Herbert Bank & Trust
Virginia
$273K -$4.33K -235 -2%
NPT
645
Nixon Peabody Trust
Massachusetts
$270K – – –
MYIA
646
Mount Yale Investment Advisors
Colorado
$268K +$233K +12,645 New
BBA
647
Baader Bank Aktiengesellschaft
Germany
$266K +$233K +12,638 New
APP
648
Avantax Planning Partners
Iowa
$265K -$2.21K -120 -0.9%
PW
649
Peninsula Wealth
California
$264K +$1.6K +87 +0.7%
PI
650
PFG Investments
New York
$261K +$12K +649 +6%
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