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Hewlett Packard

Name Holding Trade Value Shares
Change
Change in
Stake
NOI
651
Newton One Investments
Delaware
$14K +$116 +8 +0.8%
RWM
652
Raffa Wealth Management
District of Columbia
$13.9K +$2.48K +172 +21%
CT
653
Caldwell Trust
Florida
$13.2K – – –
PCTC
654
Perkins Coie Trust Company
Washington
$13K -$2.09K -145 -14%
FNBOSM
655
First National Bank of South Miami
Florida
$13K – – –
PCG
656
Private Capital Group
Connecticut
$13K – – –
SWM
657
Sugarloaf Wealth Management
Georgia
$13K – – –
JWA
658
JFS Wealth Advisors
Pennsylvania
$13K +$13K +900 New
BIA
659
Bell Investment Advisors
California
$13K +$13.5K +933 New
First Manhattan
660
First Manhattan
New York
$12K -$10.7K -740 -45%
1IA
661
1834 Investment Advisors
Wisconsin
$12K – – –
EARNEST Partners
662
EARNEST Partners
Georgia
$12K – – –
NFSG
663
Newbridge Financial Services Group
Florida
$12K +$101 +7 +0.8%
GWS
664
Glassman Wealth Services
Virginia
$11K -$130 -9 -1%
DWMG
665
DB Wealth Management Group
California
$11K – – –
PCC
666
Park Circle Company
Maryland
$11K – – –
PB
667
Pinnacle Bancorp
Nebraska
$11K – – –
TFM
668
TFC Financial Management
Massachusetts
$11K – – –
GRP
669
Global Retirement Partners
California
$11K +$419 +29 +4%
PFGIA
670
Patriot Financial Group Insurance Agency
Massachusetts
$11K +$1.05K +73 +11%
IFAM
671
Institutional & Family Asset Management
Colorado
$10K -$12.5K -863 -56%
TFO
672
Tarbox Family Office
California
$10K – – –
Loomis, Sayles & Company
673
Loomis, Sayles & Company
Massachusetts
$10K +$10K +693 New
DI
674
Disciplined Investments
Oklahoma
$9K – – –
FMP
675
Financial Management Professionals
Texas
$9K – – –