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Hewlett Packard
HPE

Name Holding Trade Value Shares
Change 		Change in
Stake
GSWM
701
Golden State Wealth Management
California
$2K +$2.27K +173 New
FP
702
Financial Perspectives
Minnesota
$1.76K – – –
ED
703
Exane Derivatives
France
$1.71K – – –
BWM
704
Baystate Wealth Management
Massachusetts
$1K -$13.1K -1,000 -90%
CTB
705
Country Trust Bank
Illinois
$1K -$2.83K -216 -79%
LFG
706
LifePlan Financial Group
Ohio
$1K -$812 -62 -36%
EWM
707
EPG Wealth Management
Georgia
$1K -$707 -54 -46%
HR
708
Howe & Rusling
New York
$1K -$79 -6 -6%
CAL
709
Capital Analysts LLC
Pennsylvania
$1K – – –
CWP
710
CFM Wealth Partners
Texas
$1K – – –
CCA
711
Column Capital Advisors
Indiana
$1K – – –
FEG
712
Financial Enhancement Group
Indiana
$1K – – –
GCM
713
Gables Capital Management
Florida
$1K – – –
SSWG
714
Seven Springs Wealth Group
Tennessee
$1K – – –
TIM
715
Tortoise Investment Management
New York
$1K – – –
TFGT
716
TS Financial Group (TSFG)
Illinois
$1K – – –
WCG
717
Weaver Consulting Group
California
$1K – – –
WFMPM
718
Woodley Farra Manion Portfolio Management
Indiana
$1K – – –
BG
719
Bollard Group
Massachusetts
$1K +$13 +1 +0.7%
CAL
720
Capital Advisors Ltd
Ohio
$1K +$13 +1 +0.9%
AC
721
AlphaCore Capital
California
$1K +$799 +61 New
LSA
722
Lion Street Advisors
Texas
$1K +$904 +69 New
M
723
MOTCO
Texas
$1K +$1.87K +143 New
DWM
724
Darwin Wealth Management
Florida
$1K +$2.59K +198 New
OAM
725
Optimal Asset Management
California
$669 +$903K +68,902 New
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