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HPQ

Name Holding Trade Value Shares
Change 		Change in
Stake
SSB
801
Sandy Spring Bank
Maryland
$15K – – –
FANJ
802
Financial Architects (New Jersey)
New Jersey
$13K -$20.7K -1,054 -60%
IFAM
803
Institutional & Family Asset Management
Colorado
$13K +$98 +5 +0.7%
TFO
804
Tarbox Family Office
California
$12K -$1.1K -56 -8%
CFG
805
Citizens Financial Group
Rhode Island
$12K – – –
ETI
806
Enterprise Trust & Investment
California
$12K – – –
FMP
807
Financial Management Professionals
Texas
$12K – – –
JIR
808
James Investment Research
Ohio
$12K – – –
RWG
809
Regal Wealth Group
California
$12K – – –
KPCM
810
Kings Point Capital Management
New York
$12K +$12.8K +653 New
GWAG
811
Garrett Wealth Advisory Group
Texas
$11.5K +$11.9K +605 New
TSW
812
Thompson Siegel & Walmsley
Virginia
$11K -$4.42K -225 -28%
ONST
813
Old North State Trust
North Carolina
$11K – – –
PMFA
814
Plante Moran Financial Advisors
Michigan
$10K – – –
AJ
815
Ashburton (Jersey)
Jersey
$9K – – –
CFD
816
Creative Financial Designs
Indiana
$9K – – –
CCM
817
Cribstone Capital Management
Maine
$9K – – –
FCA
818
FinTrust Capital Advisors
South Carolina
$9K – – –
RBC
819
Roble Belko & Company
Pennsylvania
$8K – – –
TIM
820
Tortoise Investment Management
New York
$8K – – –
AAP
821
Arax Advisory Partners
Colorado
$8K +$39 +2 +0.5%
GT
822
Glenmede Trust
Pennsylvania
$7.52K +$2.84M +144,487 +57%
WWM
823
Willingdon Wealth Management
North Carolina
$7K +$2.18K +111 +41%
FFC
824
First Financial Corp
Indiana
$7K +$7.46K +380 New
FCH
825
Freestone Capital Holdings
Washington
$6.37K -$5M -254,718 -43%
31 32
33
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