We are live on ! Find out more
HPE icon

Hewlett Packard
HPE

Name Holding Trade Value Shares
Change 		Change in
Stake
APC
701
Aspire Private Capital
North Carolina
$233K +$40.1K +2,098 +23%
NSIM
702
North Star Investment Management
Illinois
$233K -$860K -45,000 -80%
CA
703
Clearstead Advisors
Ohio
$232K -$14.8K -777 -6%
SFWA
704
Summit Financial Wealth Advisors
Louisiana
$232K +$23.7K +1,242 +12%
DFCM
705
Dark Forest Capital Management
Puerto Rico
$231K +$216K +11,304 New
TAM
706
Tocqueville Asset Management
New York
$231K +$216K +11,294 New
CP
707
Capital Planning
Washington
$231K +$669 +35 +0.3%
PFPT
708
Pinnacle Financial Partners (Tennessee)
Tennessee
$229K +$1.51K +79 +0.7%
BFG
709
Berger Financial Group
Minnesota
$229K -$2.69K -141 -1%
SIS
710
Sound Income Strategies
Florida
$227K +$201K +10,521 +1,765%
SL
711
Sentry LLC
Tennessee
$226K – – –
RMDI
712
R.M. Davis Inc
Maine
$225K +$229 +12 +0.1%
BPWM
713
Badgley Phelps Wealth Managers
Washington
$225K +$209K +10,941 New
DWM
714
Drive Wealth Management
Utah
$225K -$554 -29 -0.3%
CL
715
COWA LLC
Oklahoma
$225K -$19.1K -1,000 -8%
VT
716
Vise Technologies
New York
$223K +$208K +10,894 New
PTC
717
Private Trust Company
Ohio
$221K -$20.3K -1,060 -9%
I
718
IMPACTfolio
Colorado
$220K +$1.36K +71 +0.7%
DCM
719
Driehaus Capital Management
Illinois
$217K +$203K +10,630 New
FB
720
Fulton Bank
Pennsylvania
$216K +$202K +10,573 New
FMWA
721
Forvis Mazars Wealth Advisors
Missouri
$216K +$382 +20 +0.2%
FFB
722
First Financial Bankshares
Texas
$213K – – –
RBFC
723
Roman Butler Fullerton & Co
Missouri
$213K +$196K +10,263 New
IIM
724
Ironwood Investment Management
Massachusetts
$212K -$8.06K -422 -4%
DOA
725
D'Orazio & Associates
Virginia
$212K +$2.77K +145 +1%
27 28
29
30 31