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HP
HPQ

Name Holding Trade Value Shares
Change 		Change in
Stake
CPO
751
Cerity Partners OCIO
New York
$305K +$7.38K +201 +2%
BWM
752
BigSur Wealth Management
Florida
$301K – – –
TCPWM
753
Traverso Chambers Private Wealth Management
California
$298K -$3.67K -100 -1%
PT
754
Plimoth Trust
Massachusetts
$298K – – –
NVCHI
755
New Vernon Capital Holdings II
New Jersey
$298K +$334K +9,101 New
HC
756
HNP Capital
New York
$297K – – –
VRM
757
Vectors Research Management
New York
$297K – – –
DA
758
DCM Advisors
New York
$293K +$326K +8,888 New
TWM
759
Thrive Wealth Management
Pennsylvania
$292K -$112K -3,042 -25%
ANBT
760
American National Bank & Trust
Texas
$291K -$21K -573 -6%
BRM
761
Boston Research & Management
Massachusetts
$291K – – –
CCA
762
Catalyst Capital Advisors
New York
$291K – – –
ANTB
763
AMG National Trust Bank
Colorado
$290K -$55.1K -1,500 -15%
HGWM
764
Horst & Graben Wealth Management
Oregon
$290K +$1.5K +41 +0.5%
PCP
765
Proficio Capital Partners
Massachusetts
$289K +$8.7K +237 +3%
EFS
766
Essex Financial Services
Connecticut
$287K -$19K -518 -6%
SFA
767
Sequoia Financial Advisors
Ohio
$286K +$9.18K +250 +3%
NDSI
768
Newman Dignan & Sheerar Inc
Rhode Island
$284K -$15.2K -414 -5%
PCG
769
Private Capital Group
Connecticut
$283K -$6.94K -189 -2%
JC
770
Jacobs & Co
California
$283K – – –
WHC
771
Wulff, Hansen & Co
California
$283K +$17.7K +483 +6%
SIA
772
Schechter Investment Advisors
Michigan
$281K +$43.2K +1,177 +16%
VCM
773
Virtue Capital Management
Tennessee
$276K -$859K -23,405 -74%
PFS
774
Physicians Financial Services
North Carolina
$276K +$367 +10 +0.1%
RJT
775
Raymond James Trust
Florida
$275K -$1.87K -51 -0.6%
29 30
31
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