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Hewlett Packard
HPE

Name Holding Trade Value Shares
Change 		Change in
Stake
CIR
801
Clear Investment Research
Georgia
$3K +$29 +2 +1%
RG
802
Retirement Group
California
$3K +$354 +24 +17%
CFB
803
Cullen/Frost Bankers
Texas
$2.97K +$1.86K +126 +210%
WPA
804
West Paces Advisors
Georgia
$2.86K – – –
RWM
805
Ruedi Wealth Management
Illinois
$2.81K +$2.6K +176 New
MGI
806
MayTech Global Investments
New York
$2.69K +$2.49K +169 New
KFP
807
KB Financial Partners
New Jersey
$2K – – –
SC
808
Sierra Capital
Florida
$2K – – –
BWM
809
Baystate Wealth Management
Massachusetts
$2K +$15 +1 +0.9%
CCMI
810
Creative Capital Management Investments
California
$2K +$1.56K +106 New
PPC
811
Park Place Capital
Alabama
$2K +$1.78K +121 New
SFG
812
Steward Financial Group
Texas
$2K +$2.56K +174 New
CWA
813
Clearview Wealth Advisors
Oregon
$1.89K +$29 +2 +2%
HIA
814
Harbor Investment Advisory
Maryland
$1.85K – – –
MRCM
815
M&R Capital Management
New Jersey
$1.84K +$1.7K +115 New
CHA
816
Carmichael Hill & Associates
Maryland
$1.82K -$575 -39 -25%
BFA
817
BBJS Financial Advisors
Washington
$1.77K +$1.64K +111 New
FP
818
Financial Perspectives
Minnesota
$1.66K +$15 +1 +1%
AFS
819
Annapolis Financial Services
Maryland
$1.6K – – –
SC
820
Stephens Consulting
Michigan
$1.6K – – –
MCM
821
Manchester Capital Management
Vermont
$1.52K -$96K -6,513 -99%
WWP
822
WR Wealth Planners
Missouri
$1.52K – – –
SSC
823
Syverson Strege & Co
Iowa
$1.33K +$15 +1 +1%
WIM
824
Westside Investment Management
California
$1.3K -$193K -13,064 -14%
CWC
825
Carolinas Wealth Consulting
North Carolina
$1.19K -$1.05K -71 -49%
31 32
33
34 35