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Hewlett Packard
HPE

Name Holding Trade Value Shares
Change 		Change in
Stake
WSC
801
Wellington Shields & Co
New York
$204K -$21.6K -915 -10%
EP
802
Edgestream Partners
New Jersey
$203K +$199K +8,450 New
BFA
803
Beaumont Financial Advisors
Massachusetts
$203K +$801 +34 +0.4%
UB
804
UMB Bank
Missouri
$202K -$52.2K -2,216 -21%
CLA
805
Carnegie Lake Advisors
New Jersey
$202K – – –
TA
806
Tactive Advisors
Florida
$201K +$197K +8,372 New
LFG
807
Larson Financial Group
Missouri
$196K +$13.7K +582 +8%
OC
808
Oakworth Capital
Alabama
$192K – – –
ETC
809
Exchange Traded Concepts
Oklahoma
$189K -$362K -15,351 -66%
AAG
810
Armstrong Advisory Group
Massachusetts
$186K – – –
SWM
811
Spire Wealth Management
Virginia
$186K +$24.3K +1,031 +15%
WTC
812
WhitTier Trust Company
Nevada
$183K – – –
ZBNA
813
Zions Bancorporation, National Association
Utah
$179K +$104K +4,409 +145%
PFBT
814
Parkside Financial Bank & Trust
Missouri
$176K +$72.3K +3,069 +72%
MPWT
815
MassMutual Private Wealth & Trust
Connecticut
$175K +$1.18K +50 +0.7%
VCM
816
Versant Capital Management
Arizona
$173K -$1.34K -57 -0.8%
WWM
817
Wolff Wiese Magana
California
$166K – – –
EDRH
818
Edmond de Rothschild Holding
Switzerland
$160K -$1.2K -51 -0.8%
ECM
819
Estabrook Capital Management
New York
$154K – – –
RBI
820
Raiffeisen Bank International
Austria
$150K – – –
AUB
821
Atlantic Union Bankshares
Virginia
$143K – – –
TWC
822
TD Waterhouse Canada
Ontario, Canada
$141K +$17.3K +736 +14%
IA
823
IFP Advisors
Florida
$135K +$65.5K +2,781 +98%
IUHSA
824
Itau Unibanco Holding S.A.
Brazil
$134K +$39.5K +1,677 +43%
DMBA
825
Deseret Mutual Benefit Administrators
Utah
$132K – – –
31 32
33
34 35