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Hewlett Packard
HPE

Name Holding Trade Value Shares
Change 		Change in
Stake
EWM
801
Endurance Wealth Management
Rhode Island
$4K – – –
MWM
802
MinichMacGregor Wealth Management
New York
$4K – – –
BWM
803
Baystate Wealth Management
Massachusetts
$4K +$4.14K +310 New
CFA
804
CT Financial Advisors
Pennsylvania
$3.47K – – –
LS
805
Livforsakringsbolaget Skandia
Sweden
$3.06K +$2.58M +192,898 +557%
FFC
806
First Financial Corp
Indiana
$3K – – –
PRS
807
Pinkerton Retirement Specialists
Idaho
$3K +$521 +39 +18%
BG
808
Bollard Group
Massachusetts
$3K +$3.29K +246 New
PG
809
Patten Group
Tennessee
$2K -$32.3K -2,419 -94%
DPA
810
Delphi Private Advisors
California
$2K -$4.73K -354 -68%
BCI
811
Brinker Capital Investments
Pennsylvania
$2K -$187 -14 -9%
ACS
812
Archford Capital Strategies
Illinois
$2K – – –
MFW
813
Mosaic Family Wealth
Missouri
$2K – – –
BTIS
814
BB&T Investment Services
North Carolina
$2K +$1.66K +124 New
SIAP
815
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$2K +$1.88K +141 New
KIG
816
Kessler Investment Group
Indiana
$2K +$2.3K +172 New
CIA
817
Cascade Investment Advisors
Oregon
$1.16K +$1.15K +86 New
FPF
818
FNY Partners Fund
New York
$1.16K +$1.15M +86,028 New
TFA
819
Transamerica Financial Advisors
Florida
$1K -$120 -9 -64%
TIM
820
Tortoise Investment Management
New York
$1K – – –
FBT
821
First Bank & Trust
South Dakota
$1K +$1.15K +86 New
SLF
822
Sun Life Financial
Ontario, Canada
$890 +$481 +36 New
TP
823
Truvvo Partners
New York
$582 -$575K -43,014 -50%
BFM
824
Boothbay Fund Management
New York
$250 -$1.08M -80,780 -81%
PK
825
Pflug Koory
Nebraska
$122 +$121K +9,066 New
31 32
33
34 35