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HP
HPQ

Name Holding Trade Value Shares
Change 		Change in
Stake
NA
501
NewEdge Advisors
Louisiana
$688K +$57.1K +1,902 +9%
CGA
502
Crescent Grove Advisors
Illinois
$686K – – –
BPA
503
Beacon Pointe Advisors
California
$686K -$8.22K -274 -1%
DMBA
504
Deseret Mutual Benefit Administrators
Utah
$685K +$22.3K +742 +3%
CF
505
Copperwynd Financial
Arizona
$685K +$4.74K +158 +0.7%
RFG
506
Range Financial Group
Oregon
$677K -$203K -6,775 -23%
NRS
507
Neville Rodie & Shaw
New York
$675K – – –
GA
508
Geller Advisors
New York
$674K +$654K +21,782 New
SAM
509
Silvercrest Asset Management
New York
$670K +$45K +1,499 +7%
HI
510
Humankind Investments
New York
$670K -$155K -5,156 -19%
IFS
511
Ifrah Financial Services
Arkansas
$666K -$6.84K -228 -1%
FNBTCON
512
First National Bank & Trust Co of Newtown
Pennsylvania
$658K – – –
SWIG
513
Strategic Wealth Investment Group
Kentucky
$655K – – –
AC
514
Albar Capital
United Kingdom
$652K -$389K -12,958 -38%
ST
515
Smithfield Trust
Pennsylvania
$650K – – –
PCS
516
Personal CFO Solutions
New Jersey
$639K +$19.7K +657 +3%
BSW
517
Buckingham Strategic Wealth
Missouri
$633K +$109K +3,641 +21%
KPWS
518
Kestra Private Wealth Services
Texas
$631K +$140K +4,659 +29%
AAS
519
Avantax Advisory Services
Texas
$627K -$1.89K -63 -0.3%
BJL
520
Brighton Jones LLC
Washington
$626K +$79K +2,631 +15%
WANY
521
Wealthspire Advisors (New York)
New York
$624K +$22.1K +737 +4%
RAG
522
RIA Advisory Group
Iowa
$616K +$602K +20,063 New
VI
523
Vestcor Inc
New Brunswick, Canada
$608K -$138K -4,605 -19%
VI
524
Versor Investments
New York
$605K -$279K -9,291 -32%
CPC
525
Cookson Peirce & Co
Pennsylvania
$597K -$13.5K -449 -2%
19 20
21
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