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HP
HPQ

Name Holding Trade Value Shares
Change 		Change in
Stake
OWA
501
One Wealth Advisors
California
$577K -$188K -6,776 -24%
CF
502
Copperwynd Financial
Arizona
$574K -$11.5K -414 -2%
PAS
503
Park Avenue Securities
New York
$573K +$52.1K +1,883 +10%
ST
504
Smithfield Trust
Pennsylvania
$570K – – –
WI
505
Wintrust Investments
Illinois
$569K -$49.8K -1,800 -8%
BFG
506
Bleakley Financial Group
New Jersey
$569K +$586K +21,170 New
SAM
507
Silvercrest Asset Management
New York
$562K – – –
AAS
508
Avantax Advisory Services
Texas
$561K +$61.3K +2,214 +12%
DMBA
509
Deseret Mutual Benefit Administrators
Utah
$559K -$449K -16,231 -44%
PCS
510
Personal CFO Solutions
New Jersey
$554K +$105K +3,783 +22%
LGA
511
Lebenthal Global Advisors
New York
$550K +$40.2K +1,454 +8%
GCM
512
Gallacher Capital Management
Colorado
$550K +$566K +20,455 New
BRWA
513
B. Riley Wealth Advisors
Florida
$548K +$143K +5,161 +34%
CFB
514
Cullen/Frost Bankers
Texas
$546K +$12K +433 +2%
SA
515
SRN Advisors
Pennsylvania
$543K -$118K -4,274 -17%
PCMM
516
Piedmont Capital Management (Montana)
Montana
$537K – – –
FTDI
517
First Trust Direct Indexing
Massachusetts
$531K -$58.1K -2,099 -10%
CWM
518
C2C Wealth Management
Arizona
$525K -$346K -12,500 -39%
EWM
519
EPG Wealth Management
Georgia
$524K +$25.1K +906 +5%
CFO
520
Collective Family Office
Pennsylvania
$524K -$424K -15,320 -44%
BCI
521
Brinker Capital Investments
Pennsylvania
$518K -$65.2K -2,356 -11%
GAG
522
GM Advisory Group
New York
$517K +$245K +8,840 +85%
AM
523
AGF Management
Ontario, Canada
$515K +$531K +19,178 New
JCIA
524
Jackson Creek Investment Advisors
Colorado
$509K -$2.52K -91 -0.5%
CICI
525
Capital Investment Counsel Inc
North Carolina
$507K +$78.4K +2,833 +18%
19 20
21
22 23