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Hewlett Packard
HPE

Name Holding Trade Value Shares
Change 		Change in
Stake
FCFS
801
First Command Financial Services
Texas
$2.01K +$1.98K +126 New
RG
802
Retirement Group
California
$2K -$189 -12 -7%
KFP
803
KB Financial Partners
New Jersey
$2K – – –
AW
804
Avion Wealth
Texas
$2K +$487 +31 +25%
PPC
805
Park Place Capital
Alabama
$1.93K – – –
CWA
806
Clearview Wealth Advisors
Oregon
$1.9K – – –
BWM
807
Baystate Wealth Management
Massachusetts
$1.88K +$16 +1 +0.9%
HIA
808
Harbor Investment Advisory
Maryland
$1.85K – – –
CHA
809
Carmichael Hill & Associates
Maryland
$1.82K – – –
BFA
810
BBJS Financial Advisors
Washington
$1.78K +$16 +1 +0.9%
TFA
811
Toth Financial Advisory
Virginia
$1.75K +$1.73K +110 New
CCMI
812
Creative Capital Management Investments
California
$1.69K – – –
FP
813
Financial Perspectives
Minnesota
$1.66K – – –
AFS
814
Annapolis Financial Services
Maryland
$1.59K – – –
SC
815
Stephens Consulting
Michigan
$1.59K – – –
CSWM
816
Cassady Schiller Wealth Management
Ohio
$1.59K +$1.57K +100 New
WWP
817
WR Wealth Planners
Missouri
$1.51K – – –
BCM
818
Bourgeon Capital Management
Connecticut
$1.4K +$1.38K +88 New
MCM
819
Manchester Capital Management
Vermont
$1.32K -$189 -12 -13%
MRCM
820
M&R Capital Management
New Jersey
$1.27K -$550 -35 -30%
CWC
821
Carolinas Wealth Consulting
North Carolina
$1.19K – – –
TCA
822
Trifecta Capital Advisors
Illinois
$1.13K – – –
M1FG
823
Mach-1 Financial Group
Arkansas
$1.03K -$841K -53,517 -100%
TLCM
824
Twin Lakes Capital Management
California
$1K – – –
TFGT
825
TS Financial Group (TSFG)
Illinois
$1K – – –
31 32
33
34 35