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HP
HPQ

Name Holding Trade Value Shares
Change 		Change in
Stake
GIM
501
Grassi Investment Management
California
$964K – – –
SP
502
Symmetry Partners
Connecticut
$961K – – –
CAN
503
Cetera Advisor Networks
California
$957K +$149K +4,545 +22%
VCM
504
Virtue Capital Management
Tennessee
$953K -$43.8K -1,338 -5%
TCA
505
Teewinot Capital Advisers
New York
$953K – – –
IC
506
IEQ Capital
California
$952K +$6.51K +199 +0.8%
AWE
507
Avidian Wealth Enterprises
Texas
$939K +$15.5K +473 +2%
BSW
508
Buckingham Strategic Wealth
Missouri
$935K -$104K -3,169 -11%
BRWA
509
B. Riley Wealth Advisors
Florida
$927K +$47.5K +1,454 +6%
FNBTCON
510
First National Bank & Trust Co of Newtown
Pennsylvania
$921K -$3.27K -100 -0.4%
EWS
511
Evergreen Wealth Solutions
Pennsylvania
$920K +$799K +24,430 New
NRS
512
Neville Rodie & Shaw
New York
$913K – – –
JIC
513
Johnson Investment Counsel
Ohio
$910K -$36.9K -1,129 -4%
WT
514
Whittier Trust
California
$905K – – –
PCMM
515
Piedmont Capital Management (Montana)
Montana
$904K -$32.7K -1,000 -4%
VCA
516
Verdence Capital Advisors
Maryland
$902K +$248K +7,577 +46%
PFM
517
Parsec Financial Management
North Carolina
$897K -$9.81K -300 -1%
NA
518
NewEdge Advisors
Louisiana
$890K +$513K +15,678 +197%
IFS
519
Ifrah Financial Services
Arkansas
$880K -$5.92K -181 -0.8%
JCIA
520
Jackson Creek Investment Advisors
Colorado
$877K -$4.71K -144 -0.6%
CG
521
Cutler Group
California
$876K +$394K +12,049 +107%
FM
522
Foster & Motley
Ohio
$875K +$759K +23,221 New
ST
523
Smithfield Trust
Pennsylvania
$874K – – –
OWA
524
One Wealth Advisors
California
$870K +$63.4K +1,938 +9%
CF
525
Copperwynd Financial
Arizona
$862K +$16.9K +516 +2%
19 20
21
22 23