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HP
HPQ

Name Holding Trade Value Shares
Change 		Change in
Stake
CAS
801
Coppell Advisory Solutions
Texas
$265K +$240K +7,577 New
AP
802
Adero Partners
California
$262K +$238K +7,494 New
FNFDCM
803
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$262K – – –
IWM
804
IHT Wealth Management
Illinois
$260K +$11.5K +362 +5%
JC
805
Jacobs & Co
California
$260K – – –
AWE
806
Avidian Wealth Enterprises
Texas
$260K +$235K +7,418 New
VAS
807
Vestmark Advisory Solutions
Massachusetts
$260K +$235K +7,415 New
QC
808
Quent Capital
New York
$258K +$8.44K +266 +4%
CSPIA
809
Cary Street Partners Investment Advisory
Virginia
$258K -$10.8K -339 -4%
IAA
810
Independent Advisor Alliance
North Carolina
$255K +$231K +7,292 New
OAM
811
Oppenheimer Asset Management
New York
$255K +$231K +7,289 New
PFS
812
Physicians Financial Services
North Carolina
$254K -$4.76K -150 -2%
SW
813
SteelPeak Wealth
California
$252K -$2.76M -86,983 -92%
FIA
814
Foundations Investment Advisors
Arizona
$251K +$227K +7,154 New
SI
815
Seeds Investor
New York
$250K -$24.6K -776 -10%
BP
816
BNP Paribas
France
$250K +$223K +7,040 +7,040%
CAL
817
Capital Advisors Ltd
Ohio
$249K -$762 -24 -0.3%
PA
818
Prossimo Advisors
California
$248K -$2.86K -90 -1%
JBA
819
Johnson Bixby & Associates
Washington
$246K – – –
AA
820
Addison Advisors
Vermont
$246K +$3.43K +108 +2%
WFA
821
Wade Financial Advisory
California
$246K +$223K +7,013 New
DWM
822
Dechtman Wealth Management
Colorado
$245K -$7.96K -251 -3%
CIAS
823
Capital Investment Advisory Services
North Carolina
$245K +$63 +2 +0%
SCM
824
Silvant Capital Management
Georgia
$244K – – –
MA
825
MCF Advisors
Kentucky
$244K +$444 +14 +0.2%
31 32
33
34 35