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Hewlett Packard
HPE

Name Holding Trade Value Shares
Change 		Change in
Stake
IFAM
726
Institutional & Family Asset Management
Colorado
$10K +$77 +5 +0.8%
BAM
727
Barrett Asset Management
New York
$10K +$1.54K +100 +19%
MIFH
728
Migdal Insurance & Financial Holdings
Israel
$9K -$848 -55 -8%
FIA
729
FNY Investment Advisers
New York
$9K – – –
ONST
730
Old North State Trust
North Carolina
$9K – – –
WTB
731
Washington Trust Bank
Washington
$9K – – –
GRP
732
Global Retirement Partners
California
$9K +$3.4K +221 +64%
LHC
733
Little House Capital
Massachusetts
$9K +$9.63K +625 New
WAS
734
WESPAC Advisors SoCal
California
$8K -$29.5K -1,917 -78%
MSFP
735
Mark Sheptoff Financial Planning
Connecticut
$8K – – –
WAP
736
Wealthcare Advisory Partners
Pennsylvania
$7K -$1.4K -91 -17%
PWM
737
PRW Wealth Management
Massachusetts
$7K – – –
CFD
738
Creative Financial Designs
Indiana
$7K +$2.73K +177 +62%
RWM
739
Raffa Wealth Management
District of Columbia
$6.14K – – –
AIA
740
Alera Investment Advisors
Illinois
$6K -$4.78K -310 -43%
EWM
741
Executive Wealth Management
Michigan
$6K -$1.42K -92 -19%
RBC
742
Roble Belko & Company
Pennsylvania
$6K – – –
AWM
743
AllSquare Wealth Management
New York
$5K – – –
AWMF
744
Arbor Wealth Management (Florida)
Florida
$5K – – –
CIAS
745
Capital Investment Advisory Services
North Carolina
$5K – – –
DAM
746
Delta Asset Management
Tennessee
$5K – – –
LYV
747
Live Your Vision
Pennsylvania
$5K – – –
BWM
748
Baystate Wealth Management
Massachusetts
$5K +$31 +2 +0.7%
CI
749
CX Institutional
Indiana
$5K +$4.98K +323 New
CFB
750
Cullen/Frost Bankers
Texas
$5K +$5.21K +338 New
28 29
30
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