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Hewlett Packard
HPE

Name Holding Trade Value Shares
Change 		Change in
Stake
CFFP
901
Center for Financial Planning
Michigan
$6.69K – – –
PO
902
Private Ocean
California
$6.52K – – –
FRA
903
Front Row Advisors
California
$6.46K +$5.62K +305 New
HCM
904
Hollencrest Capital Management
California
$6.22K – – –
FPFS
905
First Personal Financial Services
North Carolina
$6.05K – – –
PA
906
Pineridge Advisors
Missouri
$6K +$37 +2 +0.7%
WWP
907
WR Wealth Planners
Missouri
$5.88K -$3.21K -174 -38%
GJWM
908
Gilliland Jeter Wealth Management
Arkansas
$5.61K – – –
CWC
909
Carolinas Wealth Consulting
North Carolina
$5.46K +$1.4K +76 +42%
MSG
910
Main Street Group
Virginia
$4.95K – – –
RFG
911
RFP Financial Group
Georgia
$4.93K – – –
CTWM
912
Cherry Tree Wealth Management
Minnesota
$4.81K – – –
CIA
913
Cape Investment Advisory
Georgia
$4.64K – – –
W
914
WealthCollab
Washington
$4.62K – – –
CIR
915
Clear Investment Research
Georgia
$4.52K +$18 +1 +0.5%
AIC
916
Archer Investment Corporation
Indiana
$4.23K – – –
HI
917
Hoey Investments
Pennsylvania
$4.23K – – –
WBC
918
West Branch Capital
Massachusetts
$4.23K – – –
CTA
919
Colonial Trust Advisors
South Carolina
$4.23K +$3.43K +186 +1,329%
OW
920
Olistico Wealth
Oklahoma
$4.23K +$3.69K +200 New
BGAI
921
Bruce G. Allen Investments
Colorado
$4.11K -$74 -4 -2%
BG
922
Bollard Group
Massachusetts
$4K +$18 +1 +0.6%
UWS
923
Unique Wealth Strategies
Illinois
$3.99K +$4.15K +225 New
DFA
924
DHJJ Financial Advisors
Illinois
$3.81K – – –
UFF
925
USA Financial Formulas
Michigan
$3.79K – – –
35 36
37
38 39