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HP
HPQ

Name Holding Trade Value Shares
Change 		Change in
Stake
CF
751
Clarity Financial
Texas
$214K +$216K +9,770 New
KF
752
Kelsey Financial
California
$214K +$216K +9,745 New
S
753
SignatureFD
Georgia
$213K +$15.5K +700 +8%
PP
754
PDS Planning
Ohio
$213K +$214K +9,691 New
SEA
755
Stegent Equity Advisors
Texas
$211K +$213K +9,609 New
SWP
756
Stratos Wealth Partners
Ohio
$210K +$212K +9,568 New
WANY
757
Wealthspire Advisors (New York)
New York
$210K -$204K -9,207 -49%
UAML
758
US Asset Management LLC
Pennsylvania
$209K +$211K +9,524 New
RFP
759
Root Financial Partners
California
$208K +$88.7K +4,011 +73%
EC
760
EntryPoint Capital
New York
$207K +$209K +9,448 New
EB
761
Eastern Bank
Massachusetts
$207K +$31.3K +1,417 +18%
ECM
762
Estabrook Capital Management
New York
$206K – – –
MAM
763
Mainsail Asset Management
Alabama
$205K +$182K +8,247 New
CIA
764
Capital Investment Advisors
Georgia
$204K -$130K -5,897 -39%
VA
765
VestGen Advisors
Illinois
$203K -$13K -589 -6%
PGFG
766
Pine Grove Financial Group
Minnesota
$203K +$204K +9,237 New
SAM
767
Smartleaf Asset Management
Massachusetts
$202K – – –
MYIA
768
Mount Yale Investment Advisors
Colorado
$202K +$200K +9,044 New
OC
769
Oakworth Capital
Alabama
$201K – – –
BAM
770
Berkshire Asset Management
Pennsylvania
$200K +$202K +9,123 New
LWCFA
771
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$190K – – –
CIAM
772
Caitong International Asset Management
Hong Kong
$180K +$178K +8,031 +4,809%
TWIM
773
TIAA Wealth Investment Management
New York
$174K +$61.9K +2,800 +55%
PWPS
774
Pinnacle Wealth Planning Services
Ohio
$172K +$5.46K +247 +3%
BWAM
775
Boyd Watterson Asset Management
Ohio
$172K -$996 -45 -0.6%
29 30
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