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HP
HPQ

Name Holding Trade Value Shares
Change 		Change in
Stake
SIG
676
Stanford Investment Group
California
$85K -$6.57K -434 -7%
YWP
677
YorkBridge Wealth Partners
New York
$85K +$84.5K +5,582 New
IWM
678
IHT Wealth Management
Illinois
$80K +$81.2K +5,363 New
RFS
679
Rockefeller Financial Services
New York
$77K +$4.36K +288 +6%
PO
680
Private Ocean
California
$72K – – –
DSC
681
Duncker Streett & Co
Missouri
$71K – – –
WAM
682
Wealthspire Advisors (Maryland)
Maryland
$71K +$13.7K +907 +23%
AIM
683
Advantage Investment Management
Iowa
$70K +$17.2K +1,135 +32%
SIC
684
Salem Investment Counselors
North Carolina
$70K +$69.8K +4,610 +4,610%
EA
685
Edge Advisors
Georgia
$70K +$72.5K +4,786 New
CAM
686
Close Asset Management
United Kingdom
$69K +$70.4K +4,650 New
WCBA
687
Weaver C. Barksdale & Associates
Tennessee
$68K – – –
CFG
688
Citizens Financial Group
Rhode Island
$66K – – –
IUHSA
689
Itau Unibanco Holding S.A.
Brazil
$64K -$38.3K -2,530 -37%
ADL
690
Asset Dedication LLC
California
$62K +$10.4K +689 +19%
CAW
691
Cornerstone Advisors (Washington)
Washington
$62K +$23.6K +1,562 +60%
TWA
692
TCI Wealth Advisors
Arizona
$60K -$924 -61 -1%
SFG
693
SevenBridge Financial Group
Pennsylvania
$59K – – –
CHP
694
Cable Hill Partners
Oregon
$55K +$15.1K +1,000 +37%
AFA
695
Abacus FCF Advisors
Florida
$54K +$30.8K +2,032 +124%
WPA
696
West Paces Advisors
Georgia
$52.4K +$53.5K +3,534 New
LJHT
697
Laurie J. Hall Trustee
$50K +$49.7K +3,282 New
RWA
698
Ropes Wealth Advisors
Massachusetts
$49K -$54.5K -3,600 -52%
WA
699
WFG Advisors
Texas
$48K -$37K -2,441 -43%
GWS
700
Glassman Wealth Services
Virginia
$46K – – –
26 27
28
29 30