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Hewlett Packard
HPE

Name Holding Trade Value Shares
Change 		Change in
Stake
PP
801
Patten & Patten
Tennessee
$555K – – –
FPCP
802
Fort Point Capital Partners
California
$554K – – –
KWA
803
Kingswood Wealth Advisors
California
$550K -$28.1K -779 -6%
SF
804
Summit Financial
New Jersey
$550K +$35K +969 +9%
FHC
805
First Horizon Corporation
Tennessee
$549K -$6.5K -180 -1%
EI
806
Ellevest Inc
New York
$548K +$87.2K +2,415 +25%
GAM
807
Groupama Asset Management
France
$547K +$3.72K +103 +0.8%
SPC
808
Sigma Planning Corp
Michigan
$542K +$43.7K +1,210 +11%
UFF
809
USA Financial Formulas
Michigan
$542K +$434K +12,025 New
MIC
810
Meridian Investment Counsel
California
$541K – – –
MVF
811
Markin Volterra Fund
New York
$538K +$431K +11,927 New
PWPS
812
Pinnacle Wealth Planning Services
Ohio
$536K +$1.52K +42 +0.4%
AIP
813
Ameritas Investment Partners
Nebraska
$535K -$132K -3,651 -24%
FCM
814
Fieldview Capital Management
Michigan
$534K +$427K +11,833 New
ACM
815
Aspen Capital Management
Idaho
$533K -$31.4K -870 -7%
PWS
816
Peterson Wealth Services
Utah
$531K -$2.82K -78 -0.7%
EFS
817
Essex Financial Services
Connecticut
$530K -$72K -1,995 -15%
JSC
818
Jackson Square Capital
California
$529K +$11.3K +314 +3%
HPC
819
HM Payson & Co
Maine
$526K +$57.8K +1,600 +16%
AL
820
Aspiriant LLC
California
$523K -$3.21K -89 -0.8%
HNB
821
Hilltop National Bank
Wyoming
$523K -$794 -22 -0.2%
PCP
822
Proficio Capital Partners
Massachusetts
$522K +$418K +11,580 New
NSIM
823
North Star Investment Management
Illinois
$522K +$5.42K +150 +1%
TPBG
824
Turning Point Benefit Group
Maryland
$522K – – –
NP
825
NorthRock Partners
Minnesota
$513K -$7.11K -197 -2%
31 32
33
34 35