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Hewlett Packard
HPE

Name Holding Trade Value Shares
Change 		Change in
Stake
FNBTCON
801
First National Bank & Trust Co of Newtown
Pennsylvania
$556K +$2.85K +79 +0.7%
PP
802
Patten & Patten
Tennessee
$555K – – –
FPCP
803
Fort Point Capital Partners
California
$554K – – –
KWA
804
Kingswood Wealth Advisors
California
$550K -$28.1K -779 -6%
SF
805
Summit Financial
New Jersey
$550K +$35K +969 +9%
FHC
806
First Horizon Corporation
Tennessee
$549K -$6.5K -180 -1%
EI
807
Ellevest Inc
New York
$548K +$87.2K +2,415 +25%
GAM
808
Groupama Asset Management
France
$547K +$3.72K +103 +0.8%
SPC
809
Sigma Planning Corp
Michigan
$542K +$43.7K +1,210 +11%
UFF
810
USA Financial Formulas
Michigan
$542K +$434K +12,025 New
MIC
811
Meridian Investment Counsel
California
$541K – – –
MVF
812
Markin Volterra Fund
New York
$538K +$431K +11,927 New
PWPS
813
Pinnacle Wealth Planning Services
Ohio
$536K +$1.52K +42 +0.4%
AIP
814
Ameritas Investment Partners
Nebraska
$535K -$132K -3,651 -24%
FCM
815
Fieldview Capital Management
Michigan
$534K +$427K +11,833 New
ACM
816
Aspen Capital Management
Idaho
$533K -$31.4K -870 -7%
PWS
817
Peterson Wealth Services
Utah
$531K -$2.82K -78 -0.7%
EFS
818
Essex Financial Services
Connecticut
$530K -$72K -1,995 -15%
JSC
819
Jackson Square Capital
California
$529K +$11.3K +314 +3%
HPC
820
HM Payson & Co
Maine
$526K +$57.8K +1,600 +16%
AL
821
Aspiriant LLC
California
$523K -$3.21K -89 -0.8%
HNB
822
Hilltop National Bank
Wyoming
$523K -$794 -22 -0.2%
PCP
823
Proficio Capital Partners
Massachusetts
$522K +$418K +11,580 New
NSIM
824
North Star Investment Management
Illinois
$522K +$5.42K +150 +1%
TPBG
825
Turning Point Benefit Group
Maryland
$522K – – –
31 32
33
34 35