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Dell
DELL

Name Holding Trade Value Shares
Change 		Change in
Stake
KCM
376
Kanawha Capital Management
Virginia
$281K -$156K -3,945 -36%
SAM
377
Shell Asset Management
Netherlands
$281K -$107K -2,703 -28%
GFA
378
Gifford Fong Associates
California
$279K – – –
AAM
379
Austin Asset Management
Texas
$278K – – –
DOA
380
D'Orazio & Associates
Virginia
$278K +$273K +6,915 New
CG
381
Caprock Group
Idaho
$275K +$271K +6,841 New
MIM
382
MetLife Investment Management
New Jersey
$272K -$8.38K -212 -3%
WT
383
Whittier Trust
California
$272K +$1.78K +45 +0.7%
WJWM
384
Williams Jones Wealth Management
New York
$269K – – –
WWP
385
WR Wealth Planners
Missouri
$261K +$4.47K +113 +2%
TI
386
Tidal Investments
Wisconsin
$261K +$16.8K +426 +7%
ASBI
387
American State Bank (Iowa)
Iowa
$257K – – –
BPA
388
Beacon Pointe Advisors
California
$253K +$249K +6,292 New
PPWM
389
PFG Private Wealth Management
Florida
$252K +$248K +6,277 New
GIA
390
Guyasuta Investment Advisors
Pennsylvania
$251K +$246K +6,229 New
CC
391
Centiva Capital
New York
$249K +$245K +6,194 New
OWA
392
One Wealth Advisors
California
$249K -$123K -3,121 -34%
CICI
393
Capital Investment Counsel Inc
North Carolina
$248K +$243K +6,157 New
OFS
394
OneAscent Financial Services
Alabama
$245K +$241K +6,086 New
SCM
395
SOL Capital Management
Maryland
$244K – – –
YCM
396
Yousif Capital Management
Michigan
$238K +$234K +5,925 New
LA
397
LBP AM
France
$230K +$226K +5,711 New
BFG
398
Bleakley Financial Group
New Jersey
$229K +$225K +5,699 New
MHS
399
M Holdings Securities
Oregon
$227K +$223K +5,648 New
VFA
400
Valeo Financial Advisors
Indiana
$225K +$221K +5,592 New
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