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Hewlett Packard
HPE

Name Holding Trade Value Shares
Change 		Change in
Stake
SIS
701
Sound Income Strategies
Florida
$279K +$40.8K +1,934 +17%
PP
702
PDS Planning
Ohio
$279K -$908 -43 -0.3%
PCM
703
Princeton Capital Management
New Jersey
$278K -$8.51K -403 -3%
WI
704
Westbourne Investments
Virginia
$278K +$274K +13,000 New
SI
705
Severin Investments
Missouri
$277K +$274K +12,977 New
KWA
706
Kingswood Wealth Advisors
California
$277K +$273K +12,951 New
SSW
707
Smith Shellnut Wilson
Mississippi
$276K – – –
APP
708
Avantax Planning Partners
Iowa
$275K +$15.8K +750 +6%
BHBT
709
Burke & Herbert Bank & Trust
Virginia
$274K -$697 -33 -0.3%
PW
710
Peninsula Wealth
California
$271K +$3.19K +151 +1%
WHC
711
Wulff, Hansen & Co
California
$270K – – –
DWM
712
Dakota Wealth Management
Florida
$270K +$19.7K +931 +8%
BCI
713
Brinker Capital Investments
Pennsylvania
$270K -$2.8M -132,737 -91%
OPS
714
Orion Portfolio Solutions
Nebraska
$270K -$2.8M -132,737 -91%
LSPW
715
Lake Street Private Wealth
Illinois
$268K +$19.2K +910 +8%
CCFM
716
Clear Creek Financial Management
Washington
$267K +$1.39K +66 +0.5%
SSG
717
Summit Securities Group
New York
$267K -$52.8K -2,500 -17%
AAM
718
Auxier Asset Management
Oregon
$265K -$20.1K -952 -7%
CA
719
Claro Advisors
Massachusetts
$264K -$73.3K -3,473 -22%
HFP
720
Holistic Financial Partners
Indiana
$264K +$261K +12,363 New
EAM
721
Everstar Asset Management
North Carolina
$263K +$260K +12,324 New
BBA
722
Baader Bank Aktiengesellschaft
Germany
$263K -$25.3K -1,200 -9%
GM
723
GeoWealth Management
Illinois
$262K +$89.3K +4,229 +52%
PS
724
Principal Securities
Iowa
$260K +$63.6K +3,012 +33%
SB
725
Sunflower Bank
Texas
$257K +$36.9K +1,750 +17%
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