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Hewlett Packard
HPE

Name Holding Trade Value Shares
Change 		Change in
Stake
SWM
1026
SFG Wealth Management
Maryland
$267K +$214K +5,918 New
NWM
1027
Northwest Wealth Management
Iowa
$266K +$213K +5,900 New
FNT
1028
First National Trust
Pennsylvania
$265K +$212K +5,879 New
PL
1029
Plancorp LLC
Missouri
$265K +$203K +5,612 New
CAAS
1030
Capital Asset Advisory Services
Michigan
$262K -$75.2K -2,083 -26%
AWM
1031
Axxcess Wealth Management
California
$262K +$210K +5,815 New
CI
1032
Conning Inc
Connecticut
$262K +$210K +5,808 New
MHIC
1033
Marble Harbor Investment Counsel
Massachusetts
$262K +$209K +5,800 New
CAM
1034
Clark Asset Management
New Hampshire
$260K +$208K +5,755 New
CAWM
1035
Capital Advisors Wealth Management
Washington
$259K +$207K +5,734 New
JIG
1036
Junk Investment Group
Maryland
$258K +$207K +5,727 New
PIA
1037
Perennial Investment Advisors
California
$258K +$207K +5,720 New
WF
1038
WoodTrust Financial
Wisconsin
$258K +$206K +5,712 New
CA
1039
Calton & Associates
Florida
$258K +$206K +5,715 New
BC
1040
Bayforest Capital
United Kingdom
$255K +$205K +5,663 New
NB
1041
Nicolet Bankshares
Wisconsin
$255K -$211K -5,851 -50%
AUB
1042
Atlantic Union Bankshares
Virginia
$254K -$469 -13 -0.2%
OIA
1043
OneDigital Investment Advisors
Kansas
$253K +$203K +5,616 New
TCOT
1044
Trust Company of Toledo
Ohio
$252K +$29.5K +817 +17%
EWM
1045
Evercore Wealth Management
New York
$251K +$201K +5,564 New
BHIA
1046
Birch Hill Investment Advisors
Massachusetts
$250K +$200K +5,533 New
KWM
1047
Keebeck Wealth Management
Illinois
$248K +$199K +5,499 New
CIA
1048
Caerus Investment Advisors
Texas
$247K +$198K +5,479 New
AP
1049
Americana Partners
Texas
$247K +$198K +5,470 New
ACA
1050
Affinity Capital Advisors
California
$245K +$205K +5,687 New
40 41
42
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