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Hewlett Packard
HPE

Name Holding Trade Value Shares
Change 		Change in
Stake
LWP
1126
LMG Wealth Partners
Louisiana
$202K +$162K +4,474 New
CW
1127
CreativeOne Wealth
Kansas
$201K +$161K +4,453 New
EFG
1128
Ethos Financial Group
Pennsylvania
$200K +$163K +4,511 New
FGP
1129
Freestone Grove Partners
California
$199K -$25.6M -709,162 -99%
M
1130
MOTCO
Texas
$191K +$1.05K +29 +0.7%
C
1131
Covestor
United Kingdom
$188K -$9.86K -273 -6%
IAAG
1132
Innovative Asset Advisors Group
Connecticut
$188K -$14.2K -392 -9%
GWP
1133
Gen-Wealth Partners
Michigan
$186K – – –
SNB
1134
Security National Bank
Nebraska
$185K – – –
LWCFA
1135
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$185K – – –
KFI
1136
Key Financial Inc
Pennsylvania
$183K – – –
CSPIA
1137
Cary Street Partners Investment Advisory
Virginia
$182K +$146K +4,038 New
SGK
1138
Steigerwald Gordon & Koch
Virginia
$181K +$72 +2 +0%
CSP
1139
Cary Street Partners
Virginia
$180K +$144K +4,001 New
SCM
1140
Silvant Capital Management
Georgia
$175K – – –
EP
1141
Essential Partners
California
$173K -$876K -24,269 -86%
CWIG
1142
Chung Wu Investment Group
Texas
$171K +$137K +3,800 New
SWM
1143
SHP Wealth Management
Massachusetts
$168K +$4.19K +116 +3%
MG
1144
Mather Group
Illinois
$167K +$13.1K +362 +11%
ITIM
1145
Indiana Trust & Investment Management
Indiana
$165K -$48.7K -1,349 -27%
OL
1146
OneFund LLC
Florida
$163K -$253 -7 -0.2%
GWM
1147
Geneos Wealth Management
Colorado
$159K +$42.3K +1,172 +50%
IUHSA
1148
Itau Unibanco Holding S.A.
Brazil
$155K -$78K -2,161 -39%
FMII
1149
Farmers & Merchants Investments Inc
Nebraska
$151K – – –
SN
1150
Sittner & Nelson
Oregon
$148K – – –
44 45
46
47 48