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HP
HPQ

Name Holding Trade Value Shares
Change 		Change in
Stake
FF
826
FourThought Financial
Florida
$219K +$15.5K +421 +7%
WPW
827
Waldron Private Wealth
Pennsylvania
$219K +$20.1K +548 +9%
WCA
828
Waypoint Capital Advisors
Minnesota
$218K – – –
DA
829
Duality Advisers
Florida
$216K -$1.14M -30,923 -82%
SP
830
Successful Portfolios
Florida
$216K -$3.08K -84 -1%
GWM
831
Geneos Wealth Management
Colorado
$216K -$110 -3 -0%
TYCC
832
Texas Yale Capital Corp
Florida
$216K – – –
CW
833
CreativeOne Wealth
Kansas
$216K +$242K +6,589 New
KCM
834
Kathmere Capital Management
Pennsylvania
$212K +$238K +6,471 New
CAM
835
Claret Asset Management
Quebec, Canada
$211K -$41K -1,117 -15%
PIM
836
Perpetual Investment Management
Australia
$210K – – –
BHWM
837
Bar Harbor Wealth Management
New Hampshire
$209K -$51.5K -1,403 -18%
SWM
838
SeaCrest Wealth Management
New York
$207K -$19.3K -526 -8%
KWA
839
KCS Wealth Advisory
California
$207K +$231K +6,302 New
GWM
840
Gitterman Wealth Management
New Jersey
$204K +$231K +6,294 New
SSG
841
Summit Securities Group
New York
$203K -$266K -7,242 -54%
WF
842
Welch & Forbes
Massachusetts
$203K – – –
NP
843
NorthRock Partners
Minnesota
$202K -$49.1K -1,337 -18%
MPI
844
Mairs & Power Inc
Minnesota
$202K – – –
HPWM
845
Highland Private Wealth Management
Washington
$202K +$23.4K +637 +12%
LCC
846
Lincoln Capital Corp
Rhode Island
$201K -$17.9K -489 -7%
CPSAC
847
Chas P. Smith & Associates (CPS)
Florida
$201K – – –
BFM
848
Boothbay Fund Management
New York
$201K +$225K +6,128 New
KWM
849
KerberRose Wealth Management
Wisconsin
$201K +$225K +6,131 New
NL
850
NWAM LLC
Washington
$200K +$7.42K +202 +3%
32 33
34
35 36