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Hewlett Packard
HPE

Name Holding Trade Value Shares
Change 		Change in
Stake
NSIM
701
North Star Investment Management
Illinois
$233K -$860K -45,000 -80%
CA
702
Clearstead Advisors
Ohio
$232K -$14.8K -777 -6%
SFWA
703
Summit Financial Wealth Advisors
Louisiana
$232K +$23.7K +1,242 +12%
DFCM
704
Dark Forest Capital Management
Puerto Rico
$231K +$216K +11,304 New
TAM
705
Tocqueville Asset Management
New York
$231K +$216K +11,294 New
CP
706
Capital Planning
Washington
$231K +$669 +35 +0.3%
PFPT
707
Pinnacle Financial Partners (Tennessee)
Tennessee
$229K +$1.51K +79 +0.7%
BFG
708
Berger Financial Group
Minnesota
$229K -$2.69K -141 -1%
SIS
709
Sound Income Strategies
Florida
$227K +$201K +10,521 +1,765%
SL
710
Sentry LLC
Tennessee
$226K – – –
RMDI
711
R.M. Davis Inc
Maine
$225K +$229 +12 +0.1%
BPWM
712
Badgley Phelps Wealth Managers
Washington
$225K +$209K +10,941 New
DWM
713
Drive Wealth Management
Utah
$225K -$554 -29 -0.3%
CL
714
COWA LLC
Oklahoma
$225K -$19.1K -1,000 -8%
VT
715
Vise Technologies
New York
$223K +$208K +10,894 New
PTC
716
Private Trust Company
Ohio
$221K -$20.3K -1,060 -9%
I
717
IMPACTfolio
Colorado
$220K +$1.36K +71 +0.7%
DCM
718
Driehaus Capital Management
Illinois
$217K +$203K +10,630 New
FB
719
Fulton Bank
Pennsylvania
$216K +$202K +10,573 New
FMWA
720
Forvis Mazars Wealth Advisors
Missouri
$216K +$382 +20 +0.2%
FFB
721
First Financial Bankshares
Texas
$213K – – –
RBFC
722
Roman Butler Fullerton & Co
Missouri
$213K +$196K +10,263 New
IIM
723
Ironwood Investment Management
Massachusetts
$212K -$8.06K -422 -4%
DOA
724
D'Orazio & Associates
Virginia
$212K +$2.77K +145 +1%
SB
725
Sunflower Bank
Texas
$210K +$197K +10,288 New
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