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Hewlett Packard
HPE

Name Holding Trade Value Shares
Change 		Change in
Stake
BW
1126
Balance Wealth
Ohio
$204K +$164K +4,530 New
SG
1127
Sienna Gestion
France
$204K +$164K +4,548 New
CIG
1128
Cascade Investment Group
Colorado
$204K +$163K +4,515 New
TWM
1129
Tradition Wealth Management
Minnesota
$203K +$163K +4,506 New
BFS
1130
BridgePort Financial Solutions
Iowa
$203K +$163K +4,501 New
MWM
1131
Modera Wealth Management
New Jersey
$202K +$162K +4,477 New
LWP
1132
LMG Wealth Partners
Louisiana
$202K +$162K +4,474 New
PC
1133
Parrish Capital
Georgia
$201K +$161K +4,454 New
CW
1134
CreativeOne Wealth
Kansas
$201K +$161K +4,453 New
EFG
1135
Ethos Financial Group
Pennsylvania
$200K +$163K +4,511 New
FGP
1136
Freestone Grove Partners
California
$199K -$25.6M -709,162 -99%
M
1137
MOTCO
Texas
$191K +$1.05K +29 +0.7%
C
1138
Covestor
United Kingdom
$188K -$9.86K -273 -6%
IAAG
1139
Innovative Asset Advisors Group
Connecticut
$188K -$14.2K -392 -9%
GWP
1140
Gen-Wealth Partners
Michigan
$186K – – –
SNB
1141
Security National Bank
Nebraska
$185K – – –
LWCFA
1142
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$185K – – –
KFI
1143
Key Financial Inc
Pennsylvania
$183K – – –
CSPIA
1144
Cary Street Partners Investment Advisory
Virginia
$182K +$146K +4,038 New
SGK
1145
Steigerwald Gordon & Koch
Virginia
$181K +$72 +2 +0%
CSP
1146
Cary Street Partners
Virginia
$180K +$144K +4,001 New
SCM
1147
Silvant Capital Management
Georgia
$175K – – –
EP
1148
Essential Partners
California
$173K -$876K -24,269 -86%
CWIG
1149
Chung Wu Investment Group
Texas
$171K +$137K +3,800 New
SWM
1150
SHP Wealth Management
Massachusetts
$168K +$4.19K +116 +3%
44 45
46
47 48