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HP
HPQ

Name Holding Trade Value Shares
Change 		Change in
Stake
TF
851
Trek Financial
Arizona
$218K +$197K +6,212 New
PCP
852
Proficio Capital Partners
Massachusetts
$217K +$197K +6,196 New
CA
853
Claro Advisors
Massachusetts
$216K +$196K +6,163 New
BIG
854
Brooklyn Investment Group
New York
$216K – – –
BHIA
855
Birch Hill Investment Advisors
Massachusetts
$216K +$195K +6,158 New
KWM
856
KFG Wealth Management
Indiana
$215K +$195K +6,132 New
PP
857
PDS Planning
Ohio
$214K +$194K +6,109 New
SIA
858
Schechter Investment Advisors
Michigan
$214K +$194K +6,099 New
LJAC
859
L.J. Altfest & Co
New York
$213K +$193K +6,069 New
VVP
860
Venture Visionary Partners
Ohio
$213K +$193K +6,071 New
PAM
861
PVG Asset Management
Colorado
$212K +$192K +6,056 New
CAM
862
Columbia Asset Management
Michigan
$212K +$192K +6,050 New
CPW
863
Crestmont Private Wealth
Texas
$211K +$191K +6,023 New
SC
864
Searle & Co
Connecticut
$211K +$191K +6,022 New
GFP
865
Gryphon Financial Partners
Ohio
$210K +$191K +6,006 New
MG
866
Mather Group
Illinois
$209K +$57.9K +1,826 +36%
NF
867
Nikulski Financial
Iowa
$209K +$190K +5,976 New
RBC
868
Romano Brothers & Co
Illinois
$209K +$189K +5,969 New
CIAS
869
CFS Investment Advisory Services
New Jersey
$209K +$189K +5,955 New
FHWM
870
Fox Hill Wealth Management
Massachusetts
$208K +$189K +5,950 New
FNBT
871
FineMark National Bank & Trust
Florida
$208K +$189K +5,949 New
SWA
872
SFMG Wealth Advisors
Texas
$208K +$188K +5,937 New
DWM
873
Drive Wealth Management
Utah
$205K +$184K +5,814 New
TIA
874
Trust Investment Advisors
Indiana
$205K +$186K +5,857 New
MHIC
875
Marble Harbor Investment Counsel
Massachusetts
$205K -$38.7K -1,221 -17%
33 34
35
36 37