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Hewlett Packard
HPE

Name Holding Trade Value Shares
Change 		Change in
Stake
AOWM
801
Alpha Omega Wealth Management
Virginia
$5K +$4.59K +344 New
FAM
802
Fred Alger Management
New York
$5K +$4.97K +372 New
PWM
803
Perigon Wealth Management
California
$5K +$5.4K +404 New
EDRH
804
Edmond de Rothschild Holding
Switzerland
$4K -$14.9K -1,119 -79%
FANJ
805
Financial Architects (New Jersey)
New Jersey
$4K -$2.51K -188 -37%
EWM
806
Endurance Wealth Management
Rhode Island
$4K – – –
MWM
807
MinichMacGregor Wealth Management
New York
$4K – – –
BWM
808
Baystate Wealth Management
Massachusetts
$4K +$4.14K +310 New
CFA
809
CT Financial Advisors
Pennsylvania
$3.47K – – –
FFC
810
First Financial Corp
Indiana
$3K – – –
PRS
811
Pinkerton Retirement Specialists
Idaho
$3K +$521 +39 +18%
BG
812
Bollard Group
Massachusetts
$3K +$3.29K +246 New
PG
813
Patten Group
Tennessee
$2K -$32.3K -2,419 -94%
DPA
814
Delphi Private Advisors
California
$2K -$4.73K -354 -68%
BCI
815
Brinker Capital Investments
Pennsylvania
$2K -$187 -14 -9%
ACS
816
Archford Capital Strategies
Illinois
$2K – – –
MFW
817
Mosaic Family Wealth
Missouri
$2K – – –
BTIS
818
BB&T Investment Services
North Carolina
$2K +$1.66K +124 New
SIAP
819
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$2K +$1.88K +141 New
KIG
820
Kessler Investment Group
Indiana
$2K +$2.3K +172 New
CIA
821
Cascade Investment Advisors
Oregon
$1.16K +$1.15K +86 New
TFA
822
Transamerica Financial Advisors
Florida
$1K -$120 -9 -64%
TIM
823
Tortoise Investment Management
New York
$1K – – –
FBT
824
First Bank & Trust
South Dakota
$1K +$1.15K +86 New
TCP
825
Tourbillon Capital Partners
New York
– -$201M -15,218,905 Closed
31 32
33
34 35