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HP
HPQ

Name Holding Trade Value Shares
Change 		Change in
Stake
SAM
526
Silvercrest Asset Management
New York
$565K +$4.79K +156 +0.7%
RAG
527
RIA Advisory Group
Iowa
$562K +$55K +1,794 +9%
BL
528
Balentine LLC
Georgia
$560K -$120K -3,897 -15%
CF
529
Copperwynd Financial
Arizona
$557K -$18.8K -613 -3%
IFS
530
Ifrah Financial Services
Arkansas
$553K -$4.54K -148 -0.7%
PA
531
Perennial Advisors
New York
$550K -$127K -4,130 -16%
HI
532
Humankind Investments
New York
$548K -$14.6K -476 -2%
FTDI
533
First Trust Direct Indexing
Massachusetts
$548K +$148K +4,810 +29%
SWIG
534
Strategic Wealth Investment Group
Kentucky
$548K – – –
BC
535
Bridgefront Capital
Texas
$547K +$653K +21,301 New
ST
536
Smithfield Trust
Pennsylvania
$546K – – –
TMAM
537
Tokio Marine Asset Management
Japan
$545K +$124K +4,054 +24%
RFG
538
Range Financial Group
Oregon
$542K -$29.4K -958 -4%
ZIM
539
Zacks Investment Management
Illinois
$537K +$64.5K +2,102 +11%
AAS
540
Avantax Advisory Services
Texas
$534K +$10.5K +343 +2%
CPC
541
Cookson Peirce & Co
Pennsylvania
$532K +$38.7K +1,261 +6%
BJL
542
Brighton Jones LLC
Washington
$527K +$3.59K +117 +0.6%
PCS
543
Personal CFO Solutions
New Jersey
$524K -$12.8K -417 -2%
GA
544
Geller Advisors
New York
$518K -$55.9K -1,821 -8%
FNBTCON
545
First National Bank & Trust Co of Newtown
Pennsylvania
$515K -$42.9K -1,400 -7%
RC
546
RBF Capital
California
$514K +$614K +20,000 New
VI
547
Vestcor Inc
New Brunswick, Canada
$509K – – –
BFS
548
Bradley Foster & Sargent
Connecticut
$507K – – –
SA
549
Strategic Advocates
Utah
$507K +$605K +19,714 New
EWA
550
EP Wealth Advisors
California
$505K +$13.6K +442 +2%
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