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HPQ

Name Holding Trade Value Shares
Change 		Change in
Stake
MFS
926
Montgomery Financial Services
Maryland
$13.3K +$13.4K +605 New
AA
927
Addison Advisors
Vermont
$13.2K -$114K -5,147 -90%
RS
928
Rakuten Securities
Japan
$13.1K -$8.76K -396 -40%
TF
929
Tompkins Financial
New York
$13.1K – – –
FWA
930
Flagship Wealth Advisors
Massachusetts
$13K -$64.4K -2,912 -83%
CAL
931
Capital Advisors Ltd
Ohio
$13K -$34.5K -1,561 -73%
GKIM
932
GW&K Investment Management
Massachusetts
$13K +$1.86K +84 +16%
OAJ
933
Ogorek Anthony Joseph
New York
$13K +$5.11K +231 +62%
T
934
Tidemark
California
$13K – – –
MI
935
Markowski Investments
Florida
$11.5K +$11.6K +526 New
JWM
936
JPL Wealth Management
Colorado
$11.4K +$2.79K +126 +32%
ATC
937
Advantage Trust Company
Kansas
$11K – – –
SOAMC
938
Spirit of America Management Corp
New York
$11K – – –
TLA
939
Tanglewood Legacy Advisors
Texas
$11K +$11.1K +500 New
TCM
940
Timbuktu Capital Management
Massachusetts
$11K +$11.1K +500 New
KFAS
941
Keating Financial Advisory Services
Kansas
$10.5K +$6.84K +309 +182%
AFC
942
Ares Financial Consulting
California
$10K – – –
AW
943
Avion Wealth
Texas
$10K +$1.35K +61 +15%
CAIM
944
Catherine Avery Investment Management
Florida
$9.81K +$9.89K +447 New
WBC
945
West Branch Capital
Massachusetts
$9.52K – – –
GWM
946
Gilpin Wealth Management
Colorado
$9.37K – – –
FP
947
Financial Perspectives
Minnesota
$9.19K +$44 +2 +0.5%
CFM
948
Cornerstone Financial Management
Massachusetts
$9.17K +$5.02K +227 +119%
HFS
949
Horizon Financial Services
North Carolina
$9.13K – – –
OCM
950
Osbon Capital Management
Massachusetts
$9.11K +$9.18K +415 New
36 37
38
39 40