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Hewlett Packard
HPE

Name Holding Trade Value Shares
Change 		Change in
Stake
PCC
726
Park Circle Company
Maryland
$12.8K – – –
TFM
727
TFC Financial Management
Massachusetts
$12.7K – – –
AWM
728
Avior Wealth Management
Nebraska
$12.2K -$5.66K -384 -33%
DI
729
Disciplined Investments
Oklahoma
$12K +$619 +42 +6%
PCTC
730
Perkins Coie Trust Company
Washington
$11.8K – – –
MIM
731
Macroview Investment Management
Maryland
$11.7K +$10.8K +733 New
RTL
732
Red Tortoise LLC
Georgia
$11.7K +$10.8K +731 New
IFAM
733
Institutional & Family Asset Management
Colorado
$11.5K +$103 +7 +1%
NSIM
734
North Star Investment Management
Illinois
$11.3K +$708 +48 +7%
GWSA
735
Global Wealth Strategies & Associates
Colorado
$11.3K +$10.5K +709 New
SIC
736
Salem Investment Counselors
North Carolina
$11.2K – – –
AWM
737
Accurate Wealth Management
Florida
$10.8K +$9.36K +635 New
CA
738
CoreCap Advisors
Michigan
$10.7K +$9.85K +668 New
LS
739
Leelyn Smith
Illinois
$10.1K – – –
FMP
740
Financial Management Professionals
Texas
$10K – – –
DAM
741
Delta Asset Management
Tennessee
$9.59K +$8.86K +601 New
KLWA
742
Kelly Lawrence W & Associates
California
$9.58K – – –
TAIM
743
TD Ameritrade Investment Management
Nebraska
$9K -$472 -32 -5%
TF
744
Tompkins Financial
New York
$9K – – –
GBT
745
Grove Bank & Trust
Florida
$9K +$7.87K +534 New
BWAM
746
Boyd Watterson Asset Management
Ohio
$8.94K +$8.26K +560 New
SC
747
SouthState Corp
Florida
$8.46K +$7.81K +530 New
WOSD
748
WFA of San Diego
California
$8.23K +$7.61K +516 New
JEST
749
JTC Employer Solutions Trustee
Jersey
$8K – – –
PP
750
PrairieView Partners
Minnesota
$8K – – –
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