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Hewlett Packard
HPE

Name Holding Trade Value Shares
Change 		Change in
Stake
MA
676
Montag & Associates
Georgia
$31K – – –
OA
677
Operose Advisors
Wisconsin
$30K – – –
DC
678
DeDora Capital
California
$30K +$30K +1,792 New
CC
679
Corsicana & Co
Texas
$28K – – –
DCM
680
Dupont Capital Management
Delaware
$27K -$546K -32,587 -95%
TWM
681
Tradition Wealth Management
Minnesota
$26K – – –
BWM
682
BerganKDV Wealth Management
Minnesota
$26K +$17 +1 +0.1%
MCM
683
Manchester Capital Management
Vermont
$25K +$1.09K +65 +4%
SWA
684
Sutton Wealth Advisors
Florida
$24.7K – – –
CSIA
685
Carl Stuart Investment Advisor
Texas
$24.4K +$24.4K +1,458 New
PFBT
686
Parkside Financial Bank & Trust
Missouri
$24K -$637 -38 -3%
PWMG
687
Prestige Wealth Management Group
New Jersey
$24K +$3.24K +193 +15%
GWS
688
Glassman Wealth Services
Virginia
$24K +$5.47K +326 +29%
WT
689
Washington Trust
Rhode Island
$23K -$1.68K -100 -7%
FF
690
FourThought Financial
Florida
$23K +$34 +2 +0.1%
NFSG
691
Newbridge Financial Services Group
Florida
$23K +$8.57K +511 +58%
MPWT
692
MassMutual Private Wealth & Trust
Connecticut
$23K +$11.8K +706 +103%
RTC
693
Riverview Trust Company
Washington
$23K +$22.7K +1,351 New
CFO
694
CVA Family Office
Colorado
$22K +$17.6K +1,050 +404%
SSB
695
Sandy Spring Bank
Maryland
$21K -$11.3K -675 -35%
JWA
696
JFS Wealth Advisors
Pennsylvania
$21K +$3.92K +234 +22%
RFWA
697
RPg Family Wealth Advisory
Massachusetts
$20.6K – – –
PK
698
Pflug Koory
Nebraska
$20K -$16.8K -1,000 -46%
CBT
699
CoreFirst Bank & Trust
Kansas
$20K – – –
CHA
700
Carmichael Hill & Associates
Maryland
$20K +$16.8K +1,000 +654%
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