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Hewlett Packard
HPE

Name Holding Trade Value Shares
Change 		Change in
Stake
KF
751
Krilogy Financial
Missouri
$235K +$233K +11,025 New
SL
752
Sentry LLC
Tennessee
$235K – – –
BPWM
753
Badgley Phelps Wealth Managers
Washington
$235K – – –
AWM
754
Avior Wealth Management
Nebraska
$234K +$27K +1,278 +13%
GCM
755
Gibraltar Capital Management
Oklahoma
$233K -$27K -1,279 -11%
SFWA
756
Summit Financial Wealth Advisors
Louisiana
$232K – – –
PFPT
757
Pinnacle Financial Partners (Tennessee)
Tennessee
$230K -$8.8K -417 -4%
I
758
IMPACTfolio
Colorado
$229K -$549 -26 -0.2%
DOA
759
D'Orazio & Associates
Virginia
$229K +$8.02K +380 +4%
TCWM
760
Total Clarity Wealth Management
Illinois
$228K -$18.1K -858 -7%
CA
761
Clearstead Advisors
Ohio
$227K -$15.5K -736 -6%
SFS
762
Sharp Financial Services
Pennsylvania
$226K -$33.8K -1,600 -13%
N
763
Numerai
California
$226K +$224K +10,597 New
CFGS
764
Concourse Financial Group Securities
Alabama
$225K +$11.9K +566 +7%
WPC
765
Wedmont Private Capital
Pennsylvania
$224K +$214K +10,154 New
GCM
766
Gator Capital Management
Florida
$224K +$222K +10,500 New
CNBOF
767
City National Bank of Florida
Florida
$224K +$221K +10,478 New
SW
768
Simplicity Wealth
New Jersey
$224K +$221K +10,478 New
FFB
769
First Financial Bankshares
Texas
$223K – – –
CAS
770
Coppell Advisory Solutions
Texas
$221K – – –
WG
771
Winton Group
United Kingdom
$221K -$43.4K -2,055 -17%
UB
772
UMB Bank
Missouri
$221K +$66.1K +3,131 +43%
IIM
773
Ironwood Investment Management
Massachusetts
$221K – – –
PWS
774
Peterson Wealth Services
Utah
$219K +$844 +40 +0.4%
ST
775
Spinnaker Trust
Maine
$215K -$85.8K -4,065 -29%
29 30
31
32 33