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Hewlett Packard
HPE

Name Holding Trade Value Shares
Change 		Change in
Stake
CBT
1026
Crews Bank & Trust
Florida
$4.8K – – –
FDW
1027
Fourth Dimension Wealth
Ohio
$4.8K – – –
HI
1028
Hoey Investments
Pennsylvania
$4.8K – – –
VWM
1029
Vermillion Wealth Management
Minnesota
$4.8K – – –
WBC
1030
West Branch Capital
Massachusetts
$4.8K – – –
OW
1031
Olistico Wealth
Oklahoma
$4.8K +$4.71K +200 New
CTB
1032
Country Trust Bank
Illinois
$4.68K – – –
MPW
1033
MASECO Private Wealth
$4.66K -$13.6K -577 -75%
NEWAS
1034
N.E.W. Advisory Services
Wisconsin
$4.54K – – –
BW
1035
Bravera Wealth
North Dakota
$4.35K +$4.26K +181 New
MSWM
1036
Mowery & Schoenfeld Wealth Management
Illinois
$4.3K – – –
DFA
1037
DHJJ Financial Advisors
Illinois
$4.08K – – –
BG
1038
Bollard Group
Massachusetts
$4K +$24 +1 +0.5%
CCMI
1039
Creative Capital Management Investments
California
$3.99K +$1.41K +60 +57%
CFM
1040
Cornerstone Financial Management
Massachusetts
$3.89K +$3.82K +162 New
SWIM
1041
Smallwood Wealth Investment Management
New Jersey
$3.84K – – –
HFS
1042
Hughes Financial Services
Virginia
$3.7K – – –
BWM
1043
Benson Wealth Management
Tennessee
$3.65K +$3.58K +152 New
GAFA
1044
Garton & Associates Financial Advisors
Kentucky
$3.2K +$3.13K +133 New
BL
1045
BFSG LLC
California
$3.19K – – –
TCM
1046
Triumph Capital Management
Colorado
$3.12K +$3.06K +130 New
DF
1047
Dunhill Financial
United Kingdom
$3.08K +$236 +10 +8%
DPW
1048
DiNuzzo Private Wealth
Pennsylvania
$3.03K +$47 +2 +2%
BHWM
1049
Bay Harbor Wealth Management
Maryland
$3K +$1.39K +59 +91%
EWM
1050
Evolution Wealth Management
Florida
$2.81K +$2.76K +117 New
40 41
42
43 44