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Hewlett Packard
HPE

Name Holding Trade Value Shares
Change 		Change in
Stake
AFG
651
Atomi Financial Group
New York
$260K +$18.2K +986 +9%
LSPW
652
Lake Street Private Wealth
Illinois
$259K -$5.53K -300 -2%
RVPG
653
Relative Value Partners Group
$259K +$226K +12,237 New
AWM
654
Axxcess Wealth Management
California
$257K +$224K +12,163 New
CA
655
Clearstead Advisors
Ohio
$257K +$37.2K +2,019 +20%
SIA
656
Schechter Investment Advisors
Michigan
$256K +$223K +12,109 New
CL
657
COWA LLC
Oklahoma
$254K -$5.53K -300 -2%
UAS
658
United Asset Strategies
New York
$253K +$221K +11,964 New
PTC
659
Private Trust Company
Ohio
$251K +$28.5K +1,545 +15%
IWA
660
IBEX Wealth Advisors
New Jersey
$251K +$218K +11,839 New
FCH
661
Freestone Capital Holdings
Washington
$248K -$2.34K -127 -1%
FDS
662
First Dallas Securities
Texas
$247K +$215K +11,650 New
GM
663
GeoWealth Management
Illinois
$246K +$5.55K +301 +3%
AWE
664
Avidian Wealth Enterprises
Texas
$244K +$213K +11,532 New
BFG
665
Berger Financial Group
Minnesota
$240K -$7.21K -391 -3%
CFGS
666
Concourse Financial Group Securities
Alabama
$239K +$21K +1,141 +11%
CP
667
Capital Planning
Washington
$238K – – –
CFG
668
Citizens Financial Group
Rhode Island
$237K +$207K +11,216 New
WHC
669
Wulff, Hansen & Co
California
$236K -$5.99K -325 -3%
PFPT
670
Pinnacle Financial Partners (Tennessee)
Tennessee
$236K – – –
DWM
671
Drive Wealth Management
Utah
$234K +$202K +10,968 New
SL
672
Sentry LLC
Tennessee
$233K – – –
GCIA
673
Gabelli & Co Investment Advisers
New York
$233K +$203K +11,000 New
RMDI
674
R.M. Davis Inc
Maine
$233K +$203K +11,000 New
AC
675
Avestar Capital
New York
$233K +$203K +10,988 New
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