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HP
HPQ

Name Holding Trade Value Shares
Change 		Change in
Stake
LWCFA
701
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$329K – – –
CWM
702
Concentric Wealth Management
California
$328K -$30.8K -1,099 -9%
RCAG
703
Rehmann Capital Advisory Group
Michigan
$327K +$5.35K +191 +2%
VCG
704
Vantage Consulting Group
Virginia
$319K -$172K -6,128 -37%
FFM
705
Forum Financial Management
Illinois
$316K -$74.5K -2,660 -20%
KCM
706
Kathmere Capital Management
Pennsylvania
$316K +$294K +10,501 New
GF
707
Gabelli Funds
New York
$316K – – –
GCP
708
Garda Capital Partners
Minnesota
$315K -$1.25M -44,649 -81%
AIA
709
Affinity Investment Advisors
California
$312K +$1.43K +51 +0.5%
IGAM
710
iA Global Asset Management
Quebec, Canada
$310K -$226K -8,065 -44%
MKA
711
M. Kulyk & Associates
Georgia
$308K – – –
OA
712
Oracle Alpha
Ontario, Canada
$306K +$285K +10,172 New
UAML
713
US Asset Management LLC
Pennsylvania
$306K +$284K +10,153 New
WPC
714
Wedmont Private Capital
Pennsylvania
$303K +$36.1K +1,289 +15%
CTA
715
Camelot Technology Advisors
California
$303K +$282K +10,076 New
VIM
716
Vinva Investment Management
Australia
$303K +$281K +10,042 New
BAM
717
Byrne Asset Management
New Jersey
$303K -$560 -20 -0.2%
GL
718
Graypoint LLC
New York
$303K +$13.1K +469 +5%
TAM
719
Trust Asset Management
Texas
$302K – – –
LAS
720
Lloyd Advisory Services
Georgia
$302K +$281K +10,041 New
CSPIA
721
Cary Street Partners Investment Advisory
Virginia
$302K +$159K +5,688 +131%
APG
722
Abacus Planning Group
South Carolina
$301K +$7.34K +262 +3%
NLP
723
Next Level Private
New York
$301K – – –
CAAS
724
Capital Asset Advisory Services
Michigan
$299K +$4.79K +171 +2%
AWM
725
Axxcess Wealth Management
California
$299K +$5.15K +184 +2%
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