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Hewlett Packard
HPE

Name Holding Trade Value Shares
Change 		Change in
Stake
CFP
826
Catalyst Financial Partners
Massachusetts
$511K +$2.38K +66 +0.6%
PI
827
PFG Investments
New York
$510K +$74.7K +2,068 +22%
SI
828
Saxon Interests
Texas
$509K +$5.63K +156 +1%
TCIIS
829
TIAA-CREF Individual & Institutional Services
New York
$509K +$106K +2,947 +35%
SWP
830
Stratos Wealth Partners
Ohio
$507K -$5.31K -147 -1%
TCA
831
Transcend Capital Advisors
New Jersey
$504K -$6.83K -189 -2%
LFAS
832
Level Four Advisory Services
Texas
$502K -$360K -9,982 -47%
IFU
833
iSAM Funds (UK)
United Kingdom
$501K +$401K +11,100 New
DWT
834
Dorsey & Whitney Trust
South Dakota
$501K -$325 -9 -0.1%
PA
835
Perennial Advisors
New York
$498K – – –
SL
836
Sentry LLC
Tennessee
$497K – – –
DOA
837
D'Orazio & Associates
Virginia
$497K -$1.34K -37 -0.3%
PCM
838
Polymer Capital Management
New York
$497K +$398K +11,016 New
RS
839
R Squared
Hong Kong
$496K +$397K +11,006 New
LFA
840
Legacy Financial Advisors
Kentucky
$495K -$10.1K -279 -2%
SFWA
841
Summit Financial Wealth Advisors
Louisiana
$495K -$8.78K -243 -2%
NAM
842
NorthCrest Asset Manangement
Minnesota
$494K +$57.1K +1,581 +19%
FDS
843
First Dallas Securities
Texas
$492K -$506K -14,018 -56%
AIP
844
Avail Investment Partners
Pennsylvania
$492K +$64.2K +1,778 +19%
WF
845
Welch & Forbes
Massachusetts
$491K +$6.43K +178 +2%
FAM
846
Fulcrum Asset Management
United Kingdom
$488K +$397K +10,998 New
SDIC
847
South Dakota Investment Council
South Dakota
$483K – – –
BFIM
848
Beese Fulmer Investment Management
Ohio
$477K +$25.4K +702 +7%
AWP
849
Abacus Wealth Partners
California
$476K -$526K -14,570 -58%
MCCP
850
Mission Creek Capital Partners
California
$474K +$64.6K +1,790 +10%
32 33
34
35 36