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HP
HPQ

Name Holding Trade Value Shares
Change 		Change in
Stake
AP
801
Adero Partners
California
$262K +$238K +7,494 New
FNFDCM
802
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$262K – – –
IWM
803
IHT Wealth Management
Illinois
$260K +$11.5K +362 +5%
JC
804
Jacobs & Co
California
$260K – – –
AWE
805
Avidian Wealth Enterprises
Texas
$260K +$235K +7,418 New
VAS
806
Vestmark Advisory Solutions
Massachusetts
$260K +$235K +7,415 New
QC
807
Quent Capital
New York
$258K +$8.44K +266 +4%
CSPIA
808
Cary Street Partners Investment Advisory
Virginia
$258K -$10.8K -339 -4%
IAA
809
Independent Advisor Alliance
North Carolina
$255K +$231K +7,292 New
OAM
810
Oppenheimer Asset Management
New York
$255K +$231K +7,289 New
PFS
811
Physicians Financial Services
North Carolina
$254K -$4.76K -150 -2%
SW
812
SteelPeak Wealth
California
$252K -$2.76M -86,983 -92%
FIA
813
Foundations Investment Advisors
Arizona
$251K +$227K +7,154 New
SI
814
Seeds Investor
New York
$250K -$24.6K -776 -10%
BP
815
BNP Paribas
France
$250K +$223K +7,040 +7,040%
CAL
816
Capital Advisors Ltd
Ohio
$249K -$762 -24 -0.3%
PA
817
Prossimo Advisors
California
$248K -$2.86K -90 -1%
JBA
818
Johnson Bixby & Associates
Washington
$246K – – –
AA
819
Addison Advisors
Vermont
$246K +$3.43K +108 +2%
WFA
820
Wade Financial Advisory
California
$246K +$223K +7,013 New
DWM
821
Dechtman Wealth Management
Colorado
$245K -$7.96K -251 -3%
CIAS
822
Capital Investment Advisory Services
North Carolina
$245K +$63 +2 +0%
SCM
823
Silvant Capital Management
Georgia
$244K – – –
MA
824
MCF Advisors
Kentucky
$244K +$444 +14 +0.2%
WA
825
Wealth Alliance
New York
$244K +$221K +6,958 New
31 32
33
34 35