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Hewlett Packard
HPE

Name Holding Trade Value Shares
Change 		Change in
Stake
TFO
726
Tarbox Family Office
California
$20K – – –
RWG
727
Regal Wealth Group
California
$19K +$37 +3 +0.2%
EDRH
728
Edmond de Rothschild Holding
Switzerland
$19K +$13.8K +1,119 +381%
WRM
729
Westport Resources Management
Connecticut
$18K -$18.1K -1,463 -52%
PSC
730
Prentiss Smith & Co
Vermont
$18K -$9.57K -775 -36%
AIM
731
Advantage Investment Management
Iowa
$18K – – –
RBC
732
Roble Belko & Company
Pennsylvania
$18K +$8.49K +688 +100%
CA
733
CapWealth Advisors
Tennessee
$17K – – –
PCP
734
Proficio Capital Partners
Massachusetts
$17K – – –
HR
735
Howe & Rusling
New York
$17K +$15.7K +1,270 New
VIA
736
Vantage Investment Advisors
Pennsylvania
$16K -$667 -54 -4%
KF
737
Krilogy Financial
Missouri
$15K -$4.99K -404 -26%
EDRE
738
Edmond de Rothschild (Europe)
Luxembourg
$15K +$13.8K +1,118 New
FMP
739
Financial Management Professionals
Texas
$14K -$3.56K -288 -21%
BAM
740
Bruderman Asset Management
New York
$13K – – –
DAL
741
David A. Lorber
$13K +$12.3K +993 New
PFBT
742
Parkside Financial Bank & Trust
Missouri
$12K – – –
BWA
743
Burt Wealth Advisors
Maryland
$11K – – –
FI
744
FCM Investments
Texas
$11K – – –
PMFA
745
Plante Moran Financial Advisors
Michigan
$11K – – –
WAS
746
Winch Advisory Services
Wisconsin
$10K +$25 +2 +0.3%
WAS
747
WESPAC Advisors SoCal
California
$9.1K – – –
HWP
748
Hefty Wealth Partners
Indiana
$9K +$9.2K +745 New
CJA
749
C-J Advisory
California
$8K +$7.67K +621 New
FANJ
750
Financial Architects (New Jersey)
New Jersey
$7K -$15.9K -1,290 -72%
28 29
30
31 32