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Hewlett Packard
HPE

Name Holding Trade Value Shares
Change 		Change in
Stake
RA
1101
Riversedge Advisors
Delaware
$216K +$173K +4,790 New
AF
1102
Advisornet Financial
Minnesota
$216K +$28.8K +797 +20%
IC
1103
Inscription Capital
Texas
$214K +$171K +4,733 New
JCIA
1104
Jackson Creek Investment Advisors
Colorado
$213K +$160K +4,438 New
IWA
1105
Icon Wealth Advisors
Texas
$213K +$170K +4,718 New
CH
1106
Cromwell Holdings
Wyoming
$213K +$4.15K +115 +3%
NRC
1107
New Republic Capital
North Carolina
$211K +$169K +4,670 New
QFA
1108
Quantum Financial Advisors
California
$211K +$169K +4,681 New
IA
1109
Integrity Alliance
Iowa
$210K +$168K +4,663 New
PAG
1110
Private Advisory Group
Washington
$210K +$168K +4,647 New
CNBT
1111
Canandaigua National Bank & Trust
New York
$209K +$168K +4,641 New
SWA
1112
Sax Wealth Advisors
New Jersey
$209K +$8.81K +244 +3%
SWM
1113
Spire Wealth Management
Virginia
$209K -$112K -3,113 -40%
MWM
1114
Maripau Wealth Management
Indiana
$209K +$167K +4,627 New
CWMA
1115
Capstone Wealth Management (Alabama)
Alabama
$208K +$167K +4,618 New
ZWA
1116
Zinnia Wealth Advisory
Florida
$208K +$167K +4,618 New
CFAM
1117
Center For Asset Management
Florida
$208K +$167K +4,618 New
PAM
1118
Palisade Asset Management
Minnesota
$208K +$166K +4,609 New
NEI
1119
Northwest & Ethical Investments
Ontario, Canada
$208K -$278K -7,698 -62%
LWA
1120
LifeGoal Wealth Advisors
New York
$208K +$166K +4,606 New
CWP
1121
Capital Wealth Planning
Florida
$206K +$165K +4,562 New
BWP
1122
BSW Wealth Partners
Colorado
$206K +$165K +4,557 New
MAWA
1123
Moss Adams Wealth Advisors
Washington
$205K +$164K +4,536 New
FFS
1124
Flavin Financial Services
Florida
$205K +$164K +4,549 New
PW
1125
Potentia Wealth
California
$205K +$164K +4,540 New
43 44
45
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