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Hewlett Packard
HPE

Name Holding Trade Value Shares
Change 		Change in
Stake
RCA
1026
Resonant Capital Advisors
Wisconsin
$271K +$217K +5,999 New
BA
1027
Ballast Advisors
Minnesota
$271K -$43K -1,192 -17%
GIM
1028
Goelzer Investment Management
Indiana
$269K +$215K +5,954 New
NG
1029
Norden Group
Utah
$267K +$214K +5,926 New
SWM
1030
SFG Wealth Management
Maryland
$267K +$214K +5,918 New
NWM
1031
Northwest Wealth Management
Iowa
$266K +$213K +5,900 New
FNT
1032
First National Trust
Pennsylvania
$265K +$212K +5,879 New
PL
1033
Plancorp LLC
Missouri
$265K +$203K +5,612 New
CAAS
1034
Capital Asset Advisory Services
Michigan
$262K -$75.2K -2,083 -26%
AWM
1035
Axxcess Wealth Management
California
$262K +$210K +5,815 New
CI
1036
Conning Inc
Connecticut
$262K +$210K +5,808 New
MHIC
1037
Marble Harbor Investment Counsel
Massachusetts
$262K +$209K +5,800 New
CAM
1038
Clark Asset Management
New Hampshire
$260K +$208K +5,755 New
CAWM
1039
Capital Advisors Wealth Management
Washington
$259K +$207K +5,734 New
JIG
1040
Junk Investment Group
Maryland
$258K +$207K +5,727 New
PIA
1041
Perennial Investment Advisors
California
$258K +$207K +5,720 New
WF
1042
WoodTrust Financial
Wisconsin
$258K +$206K +5,712 New
CA
1043
Calton & Associates
Florida
$258K +$206K +5,715 New
BC
1044
Bayforest Capital
United Kingdom
$255K +$205K +5,663 New
NB
1045
Nicolet Bankshares
Wisconsin
$255K -$211K -5,851 -50%
AUB
1046
Atlantic Union Bankshares
Virginia
$254K -$469 -13 -0.2%
OIA
1047
OneDigital Investment Advisors
Kansas
$253K +$203K +5,616 New
TCOT
1048
Trust Company of Toledo
Ohio
$252K +$29.5K +817 +17%
EWM
1049
Evercore Wealth Management
New York
$251K +$201K +5,564 New
BHIA
1050
Birch Hill Investment Advisors
Massachusetts
$250K +$200K +5,533 New
40 41
42
43 44