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HP
HPQ

Name Holding Trade Value Shares
Change 		Change in
Stake
SIG
651
Stanford Investment Group
California
$70K – – –
SIG
652
Schooner Investment Group
Pennsylvania
$64K -$62.3K -5,000 -50%
RFS
653
Rockefeller Financial Services
New York
$61K -$74.7K -6,000 -55%
SCM
654
Southport Capital Management
Tennessee
$61K +$60.8K +4,885 New
DSC
655
Duncker Streett & Co
Missouri
$60K – – –
PO
656
Private Ocean
California
$59K – – –
TWA
657
TCI Wealth Advisors
Arizona
$58K – – –
SAMC
658
Shinko Asset Management Company
Japan
$55K -$8.57K -688 -13%
LNB
659
Ledyard National Bank
$55K – – –
EWM
660
Evercore Wealth Management
New York
$55K +$535 +43 +1%
SFG
661
SevenBridge Financial Group
Pennsylvania
$53K +$52.2K +4,189 New
ST
662
Smithfield Trust
Pennsylvania
$51K – – –
AW
663
Alpha Windward
Massachusetts
$50K -$28.2K -2,263 -36%
ADL
664
Asset Dedication LLC
California
$47K -$75 -6 -0.2%
JFA
665
JNBA Financial Advisors
Minnesota
$44K – – –
WAM
666
Wealthspire Advisors (Maryland)
Maryland
$44K +$4.22K +339 +11%
GWS
667
Glassman Wealth Services
Virginia
$39K +$36.3K +2,915 +1,715%
MFW
668
Mosaic Family Wealth
Missouri
$38K -$29.8K -2,394 -45%
IPC
669
Independent Portfolio Consultants
Florida
$38K -$125 -10 -0.3%
EFSCE
670
Enterprise Financial Services Corp (EFSC)
Missouri
$37K -$18.6K -1,494 -33%
TCM
671
Tradewinds Capital Management
Washington
$37K – – –
CCM
672
Cribstone Capital Management
Maine
$36K +$35.7K +2,867 New
SSB
673
Sandy Spring Bank
Maryland
$35K -$10.8K -866 -24%
CHP
674
Cable Hill Partners
Oregon
$35K +$33.6K +2,696 New
WRM
675
Westport Resources Management
Connecticut
$34K -$26.8K -2,152 -45%
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