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Hewlett Packard
HPE

Name Holding Trade Value Shares
Change 		Change in
Stake
ZIM
651
Zacks Investment Management
Illinois
$352K -$37.4K -1,690 -10%
PAM
652
Panagora Asset Management
Massachusetts
$351K – – –
PCS
653
Personal CFO Solutions
New Jersey
$348K +$36.4K +1,644 +13%
SC
654
Syon Capital
California
$344K -$55.5K -2,503 -15%
TAM
655
Trust Asset Management
Texas
$343K – – –
SCA
656
Snowden Capital Advisors
New York
$343K +$82.8K +3,736 +35%
PS
657
Principal Securities
Iowa
$343K +$4.12K +186 +1%
MG
658
Marex Group
$342K -$312K -14,074 -50%
WA
659
Wealth Alliance
New York
$341K +$9.95K +449 +3%
NPT
660
Nixon Peabody Trust
Massachusetts
$338K +$798 +36 +0.3%
TCWM
661
Total Clarity Wealth Management
Illinois
$337K -$359K -16,219 -53%
EMPI
662
Elo Mutual Pension Insurance
Finland
$335K +$312K +14,059 New
DBIA
663
Dumont & Blake Investment Advisors
New Jersey
$333K -$16.9K -762 -5%
EFS
664
Essex Financial Services
Connecticut
$327K -$16.2K -731 -5%
FMWA
665
Forvis Mazars Wealth Advisors
Missouri
$327K +$31.5K +1,423 +12%
JWCA
666
J.W. Cole Advisors
Florida
$322K -$94.2K -4,252 -24%
FCBT
667
First Citizens Bank & Trust
North Carolina
$322K +$13K +587 +5%
DWP
668
Daymark Wealth Partners
Ohio
$321K +$299K +13,471 New
WSFS
669
Wilmington Savings Fund Society
Delaware
$319K -$18.8K -850 -6%
IA
670
Invested Advisors
Pennsylvania
$318K +$2.39K +108 +0.8%
PP
671
PDS Planning
Ohio
$316K -$5.58K -252 -2%
BHBT
672
Burke & Herbert Bank & Trust
Virginia
$315K -$1.99K -90 -0.7%
VST
673
Van Strum & Towne
California
$315K -$37.6K -1,695 -11%
AWM
674
Avior Wealth Management
Nebraska
$314K -$97.6K -4,406 -25%
OP
675
Oslo Pensjonsforsikring
$314K +$292K +13,189 New
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