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HP
HPQ

Name Holding Trade Value Shares
Change 		Change in
Stake
BG
1001
Bollard Group
Massachusetts
$4K +$88 +4 +2%
HFS
1002
Hughes Financial Services
Virginia
$3.88K +$66 +3 +2%
PWMG
1003
Private Wealth Management Group
New Jersey
$3.8K -$6.64K -300 -63%
RWM
1004
Raffa Wealth Management
District of Columbia
$3.73K -$7.5K -339 -67%
SWIM
1005
Smallwood Wealth Investment Management
New Jersey
$3.51K – – –
PB
1006
Pinnacle Bancorp
Nebraska
$3.4K -$996 -45 -23%
BHWM
1007
Bay Harbor Wealth Management
Maryland
$3.3K +$2.41K +109 +273%
BFPW
1008
BOK Financial Private Wealth
Colorado
$3.07K +$3.05K +138 New
OCWP
1009
Owl Creek Wealth Partners
Colorado
$2.92K +$1.99K +90 +209%
NB
1010
NBH Bank
Colorado
$2.85K +$2.88K +130 New
CSB
1011
City State Bank
Iowa
$2.81K – – –
CPG
1012
Cornerstone Planning Group
New Jersey
$2.74K +$841 +38 +54%
EWM
1013
Evolution Wealth Management
Florida
$2.59K – – –
CIA
1014
Cape Investment Advisory
Georgia
$2.5K +$2.52K +114 New
BFP
1015
Birchwood Financial Partners
Minnesota
$2.48K – – –
PP
1016
PFS Partners
New Jersey
$2.48K +$44 +2 +2%
BL
1017
BFSG LLC
California
$2.47K – – –
OWP
1018
ORG Wealth Partners
Texas
$2.37K – – –
DFA
1019
DHJJ Financial Advisors
Illinois
$2.32K – – –
CTC
1020
Cetera Trust Company
Minnesota
$2.19K – – –
LHEI
1021
Leo H. Evart Inc
California
$2.19K – – –
OPTFSNA
1022
Old Point Trust & Financial Services N A
Virginia
$2.19K – – –
GK
1023
Graney & King
New York
$2.17K +$44 +2 +2%
PIS
1024
POM Investment Strategies
North Carolina
$2.06K – – –
CA
1025
Crewe Advisors
Utah
$2.01K +$465 +21 +30%
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