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Hewlett Packard
HPE

Name Holding Trade Value Shares
Change 		Change in
Stake
NWM
1401
Navigoe Wealth Management
California
$4K +$903 +25 +35%
BH
1402
Burk Holdings
Oklahoma
$3.97K – – –
RFG
1403
REAP Financial Group
Texas
$3.95K +$36 +1 +1%
AT
1404
Arlington Trust
Alabama
$3.88K – – –
QWM
1405
Quaker Wealth Management
New Jersey
$3.61K -$36 -1 -1%
CTA
1406
Colonial Trust Advisors
South Carolina
$3.47K +$2.78K +77 New
RWM
1407
RMG Wealth Management
Wisconsin
$3.41K +$2.1K +58 New
HIA
1408
HFM Investment Advisors
New Jersey
$3.34K +$1.19K +33 +80%
MWM
1409
Mascoma Wealth Management
New Hampshire
$3.16K – – –
PS
1410
Planning Strategies
Pennsylvania
$3.02K +$2.42K +67 New
SFS
1411
Sunrise Financial Services
Washington
$2.75K – – –
RWS
1412
Retirement Wealth Solutions
Wisconsin
$2.75K +$2.2K +61 New
CVM
1413
Cheviot Value Management
California
$2.48K – – –
CLOS
1414
Compagnie Lombard Odier SCmA
Switzerland
$2.26K – – –
MLA
1415
MB, Levis & Associates
Pennsylvania
$2.26K +$1.81K +50 New
CHC
1416
City Holding Co
West Virginia
$2.12K +$1.7K +47 New
TCM
1417
Tradewinds Capital Management
Washington
$2K – – –
CFG
1418
CKW Financial Group
Hawaii
$2K – – –
MWM
1419
Mosley Wealth Management
California
$1.94K +$1.55K +43 New
1CP
1420
1015 Capital Partners
Pennsylvania
$1.85K – – –
NB
1421
NBT Bank
New York
$1.85K – – –
BFPW
1422
BOK Financial Private Wealth
Colorado
$1.63K +$1.3K +36 New
CTWM
1423
Cherry Tree Wealth Management
Minnesota
$1.4K – – –
PWA
1424
Provenance Wealth Advisors
Florida
$1.35K +$1.08K +30 New
DF
1425
DecisionPoint Financial
Arizona
$1.32K +$542 +15 +100%
55 56
57
58 59