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HP
HPQ

Name Holding Trade Value Shares
Change 		Change in
Stake
HGERS
1001
Householder Group Estate & Retirement Specialist
Arizona
$40K +$4.09K +116 +11%
IUHSA
1002
Itau Unibanco Holding S.A.
Brazil
$39.7K +$39K +1,106 New
C
1003
Covestor
United Kingdom
$39K -$2.5K -71 -6%
SWM
1004
Sugarloaf Wealth Management
Georgia
$38.3K – – –
CT
1005
Colonial Trust
South Carolina
$38K +$6.55K +186 +21%
FCT
1006
First Community Trust
Iowa
$37.5K – – –
OWP
1007
ORG Wealth Partners
Texas
$36.8K +$36.2K +1,027 New
JWA
1008
JFS Wealth Advisors
Pennsylvania
$36.5K +$846 +24 +2%
CWM
1009
Cranbrook Wealth Management
Michigan
$36K – – –
WI
1010
Wintrust Investments
Illinois
$36K -$368K -10,445 -91%
CAM
1011
Close Asset Management
United Kingdom
$36K – – –
SC
1012
Sawyer & Company
Massachusetts
$36K – – –
LCM
1013
Logan Capital Management
Pennsylvania
$35.9K – – –
RA
1014
Rise Advisors
New York
$35.6K -$2.64K -75 -7%
WAS
1015
Winch Advisory Services
Wisconsin
$35.5K +$247 +7 +0.7%
WWM
1016
Wolff Wiese Magana
California
$34.7K +$18.3K +518 +115%
MWM
1017
Mascoma Wealth Management
New Hampshire
$34.3K – – –
TWD
1018
True Wealth Design
Ohio
$33.9K -$988K -28,035 -97%
VNA
1019
Valley National Advisers
Pennsylvania
$32K -$58.4K -1,656 -65%
NECFA
1020
New England Capital Financial Advisors
Connecticut
$31.2K +$106 +3 +0.3%
WWP
1021
WR Wealth Planners
Missouri
$30.7K +$211 +6 +0.7%
SSB
1022
Sandy Spring Bank
Maryland
$30.6K -$3.28K -93 -10%
AA
1023
Ancora Advisors
Ohio
$30.4K +$247 +7 +0.8%
HWA
1024
Heritage Wealth Advisors
Virginia
$30.3K +$1.62K +46 +6%
M
1025
MOTCO
Texas
$29.6K +$7.61K +216 +35%
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41
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