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HP
HPQ

Name Holding Trade Value Shares
Change 		Change in
Stake
PFA
776
Pure Financial Advisors
California
$250K +$286K +9,043 New
CC
777
Courier Capital
New York
$249K – – –
VRM
778
Vectors Research Management
New York
$249K – – –
DADC
779
D.A. Davidson & Co
Montana
$248K -$128K -4,049 -31%
TCOV
780
Trust Company of Vermont
Vermont
$247K – – –
BTI
781
Blue Trust Inc
Georgia
$247K +$34.7K +1,098 +14%
VHAM
782
Van Hulzen Asset Management
California
$245K -$25.2K -798 -8%
CSP
783
Cary Street Partners
Virginia
$242K -$24.5K -774 -8%
IAA
784
Independent Advisor Alliance
North Carolina
$242K -$1.02M -32,374 -79%
BRM
785
Boston Research & Management
Massachusetts
$240K – – –
GM
786
GeoWealth Management
Illinois
$239K -$92.4K -2,921 -25%
TIA
787
Tiemann Investment Advisors
California
$239K – – –
DOA
788
D'Orazio & Associates
Virginia
$238K +$9.52K +301 +4%
MAWA
789
Moss Adams Wealth Advisors
Washington
$237K +$8.98K +284 +3%
EB
790
Eastern Bank
Massachusetts
$237K – – –
JBA
791
Johnson Bixby & Associates
Washington
$237K – – –
CAM
792
Chesapeake Asset Management
New York
$236K +$14.8K +467 +6%
BIAS
793
Beacon Investment Advisory Services
New Jersey
$236K -$266K -8,409 -50%
AA
794
Auxano Advisors
Washington
$236K -$3.77K -119 -1%
LI
795
LifeWealth Investments
Florida
$235K +$268K +8,472 New
SIG
796
Stonegate Investment Group
Alabama
$234K -$99K -3,130 -27%
SW
797
SteelPeak Wealth
California
$233K +$264K +8,335 New
CLA
798
Carnegie Lake Advisors
New Jersey
$233K – – –
SAG
799
SageView Advisory Group
California
$232K -$17.5K -553 -6%
KWM
800
Kingsview Wealth Management
Oregon
$231K +$63K +1,991 +31%
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