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HP
HPQ

Name Holding Trade Value Shares
Change 		Change in
Stake
CA
476
Clearstead Advisors
Ohio
$653K +$23.2K +838 +4%
ACL
477
Applied Capital LLC
Florida
$650K +$669K +24,182 New
TF
478
TIAA FSB
Florida
$635K +$57.9K +2,092 +10%
ACA
479
Atlas Capital Advisors
Wyoming
$634K -$248K -8,962 -28%
BL
480
Balentine LLC
Georgia
$634K +$303K +10,937 +86%
SP
481
Symmetry Partners
Connecticut
$626K -$61.2K -2,210 -9%
AAMC
482
Asset Allocation & Management Company
Illinois
$625K -$244K -8,831 -28%
JIC
483
Johnson Investment Counsel
Ohio
$624K -$19.3K -698 -3%
FTC
484
Farmers Trust Company
Ohio
$624K -$10.9K -393 -2%
PFM
485
Parsec Financial Management
North Carolina
$624K +$374K +13,500 +139%
WANY
486
Wealthspire Advisors (New York)
New York
$613K +$92.8K +3,351 +17%
GC
487
Garde Capital
Washington
$608K – – –
MBT
488
Montecito Bank & Trust
California
$606K -$8.3K -300 -1%
IFS
489
Ifrah Financial Services
Arkansas
$601K -$21.4K -774 -3%
CGA
490
Crescent Grove Advisors
Illinois
$601K – – –
SWIG
491
Strategic Wealth Investment Group
Kentucky
$591K +$4.37K +158 +0.7%
CG
492
Caprock Group
Idaho
$591K -$86.5K -3,126 -13%
NRS
493
Neville Rodie & Shaw
New York
$591K – – –
QC
494
Quadrature Capital
United Kingdom
$591K -$1.07M -38,478 -64%
FNBTCON
495
First National Bank & Trust Co of Newtown
Pennsylvania
$586K -$4.71K -170 -0.8%
AG
496
AIA Group
Hong Kong
$584K +$29.3K +1,059 +5%
PWS
497
Precision Wealth Strategies
Missouri
$581K -$143K -5,167 -19%
LWM
498
Lyell Wealth Management
California
$580K -$2.91K -105 -0.5%
OWA
499
One Wealth Advisors
California
$577K -$188K -6,776 -24%
CF
500
Copperwynd Financial
Arizona
$574K -$11.5K -414 -2%
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20
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