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HP
HPQ

Name Holding Trade Value Shares
Change 		Change in
Stake
CFGS
651
Concourse Financial Group Securities
Alabama
$509K +$39.5K +1,209 +10%
ST
652
Spinnaker Trust
Maine
$508K – – –
HCM
653
Huber Capital Management
California
$506K – – –
OPS
654
Orion Portfolio Solutions
Nebraska
$506K +$55.7K +1,702 +15%
TWM
655
Thrive Wealth Management
Pennsylvania
$505K +$438K +13,395 New
LNC
656
Lincoln National Corp
Pennsylvania
$504K +$107K +3,281 +33%
CCFM
657
Clear Creek Financial Management
Washington
$494K +$23.3K +713 +6%
DADC
658
D.A. Davidson & Co
Montana
$492K +$43.3K +1,324 +11%
AWM
659
Apollon Wealth Management
South Carolina
$490K +$425K +13,001 New
WI
660
Wedgewood Investors
Pennsylvania
$487K -$7.03K -215 -2%
BCI
661
Brinker Capital Investments
Pennsylvania
$483K +$166K +5,091 +66%
PSUF
662
People's United Financial
Connecticut
$482K -$155K -4,748 -27%
TAM
663
Trust Asset Management
Texas
$481K – – –
STC
664
Sarah T. Connolly
$480K – – –
DTL
665
Dynamic Technology Lab
Singapore
$470K +$408K +12,465 New
RCM
666
RB Capital Management
Nevada
$469K +$21.8K +666 +6%
SCA
667
SMH Capital Advisors
Texas
$468K +$8.14K +249 +2%
MMPW
668
Mitchell McLeod Pugh & Williams
Alabama
$466K +$53K +1,620 +15%
SWP
669
Stratos Wealth Partners
Ohio
$463K -$285K -8,708 -41%
EI
670
Ellevest Inc
New York
$463K +$55.6K +1,701 +16%
SFI
671
Siemens Fonds Invest
Germany
$462K -$31.1K -952 -7%
TMAM
672
Tokio Marine Asset Management
Japan
$455K +$23.5K +719 +6%
CCM
673
Chilton Capital Management
Texas
$451K -$27.8K -849 -7%
WF
674
Welch & Forbes
Massachusetts
$450K +$391K +11,948 New
SPC
675
Sigma Planning Corp
Michigan
$449K +$12K +366 +3%
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