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Hewlett Packard
HPE

Name Holding Trade Value Shares
Change 		Change in
Stake
PFM
676
Patton Fund Management
Texas
$333K – – –
SWP
677
Sagespring Wealth Partners
Tennessee
$332K +$19.7K +891 +7%
PI
678
PFG Investments
New York
$329K +$33.1K +1,496 +13%
PWM
679
Perigon Wealth Management
California
$327K -$519K -23,493 -64%
WA
680
Wealth Alliance
New York
$326K +$34.3K +1,551 +13%
SFWA
681
Summit Financial Wealth Advisors
Louisiana
$325K +$17.4K +788 +6%
FNBTCON
682
First National Bank & Trust Co of Newtown
Pennsylvania
$324K – – –
KWA
683
Kingswood Wealth Advisors
California
$320K +$288K +13,031 New
SPC
684
Sigma Planning Corp
Michigan
$319K +$12.8K +578 +5%
BRWA
685
B. Riley Wealth Advisors
Florida
$318K -$1.42K -64 -0.5%
CI
686
Cigna Investments
Connecticut
$318K – – –
KIM
687
Kestra Investment Management
Texas
$317K -$29.7K -1,344 -9%
SSW
688
Smith Shellnut Wilson
Mississippi
$317K – – –
HIP
689
HUB Investment Partners
Texas
$317K +$56.7K +2,563 +25%
TAM
690
Tocqueville Asset Management
New York
$316K -$102K -4,631 -26%
TLFA
691
True Link Financial Advisors
California
$314K – – –
SAI
692
Savvy Advisors Inc
New York
$313K +$39.9K +1,803 +16%
FMWA
693
Forvis Mazars Wealth Advisors
Missouri
$310K -$2.45K -111 -0.9%
CIC
694
Crawford Investment Counsel
Georgia
$309K -$93.1K -4,212 -25%
CAM
695
Claret Asset Management
Quebec, Canada
$306K -$3.91K -177 -1%
SRL
696
Scientech Research LLC
New Jersey
$303K -$49.5K -2,241 -15%
CCFM
697
Clear Creek Financial Management
Washington
$302K +$2.96K +134 +1%
ACM
698
Aspen Capital Management
Idaho
$297K -$52.4K -2,371 -16%
TSW
699
Three Seasons Wealth
Utah
$297K -$252K -11,382 -49%
WPC
700
Wedmont Private Capital
Pennsylvania
$297K +$8.84K +400 +3%
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