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HP
HPQ

Name Holding Trade Value Shares
Change 		Change in
Stake
AWM
701
Axxcess Wealth Management
California
$251K +$300K +9,766 New
APG
702
Abacus Planning Group
South Carolina
$251K – – –
NIM
703
NEOS Investment Management
Connecticut
$248K +$296K +9,644 New
FC
704
FORA Capital
Florida
$247K +$295K +9,624 New
GW
705
GW & Wade
Massachusetts
$247K -$1.75K -57 -0.6%
GL
706
Graypoint LLC
New York
$246K -$9.02K -294 -3%
TCWM
707
Total Clarity Wealth Management
Illinois
$245K +$293K +9,542 New
HWAM
708
Hennion & Walsh Asset Management
New Jersey
$245K -$756K -24,635 -72%
EFS
709
Essex Financial Services
Connecticut
$245K +$1.56K +51 +0.5%
SCM
710
Shelton Capital Management
Colorado
$245K -$24.5K -799 -8%
PA
711
PFG Advisors
Arizona
$244K +$2.12K +69 +0.7%
SC
712
Scotia Capital
Ontario, Canada
$242K -$9.57K -312 -3%
ECM
713
Estabrook Capital Management
New York
$242K – – –
PFM
714
Phillips Financial Management
Indiana
$241K -$828 -27 -0.3%
CSA
715
Cottage Street Advisors
Massachusetts
$241K +$31 +1 +0%
CI
716
Cigna Investments
Connecticut
$240K -$36.6K -1,193 -11%
WB
717
West Bancorporation
Iowa
$239K -$2.52K -82 -0.9%
OPA
718
Old Port Advisors
Maine
$238K +$284K +9,273 New
IFG
719
Independent Financial Group
California
$238K +$31.4K +1,024 +12%
HGWM
720
Horst & Graben Wealth Management
Oregon
$234K +$1.59K +52 +0.6%
TCPWM
721
Traverso Chambers Private Wealth Management
California
$233K – – –
NDSI
722
Newman Dignan & Sheerar Inc
Rhode Island
$233K +$9.91K +323 +4%
VRM
723
Vectors Research Management
New York
$233K – – –
CC
724
Courier Capital
New York
$233K – – –
PP
725
PDS Planning
Ohio
$228K +$12.4K +404 +5%
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