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Dell
DELL

Name Holding Trade Value Shares
Change 		Change in
Stake
WWM
451
Western Wealth Management
Colorado
$218K +$222K +4,699 New
B
452
Barings
North Carolina
$217K -$14.5K -307 -6%
FBT
453
First Bank & Trust
South Dakota
$217K -$1.04K -22 -0.5%
AAM
454
Ascension Asset Management
New York
$215K +$220K +4,649 New
CFO
455
Collective Family Office
Pennsylvania
$215K +$220K +4,650 New
AWS
456
Atria Wealth Solutions
New York
$213K +$3.83K +81 +2%
CAM
457
Cresset Asset Management
Illinois
$212K -$85.1K -1,801 -28%
TMAM
458
Tokio Marine Asset Management
Japan
$211K +$216K +4,574 New
JC
459
JBF Capital
Colorado
$209K – – –
SFI
460
Siemens Fonds Invest
Germany
$208K – – –
CCP
461
Corient Capital Partners
California
$207K -$24.4K -516 -10%
TF
462
TIAA FSB
Florida
$207K +$212K +4,490 New
IC
463
IEQ Capital
California
$204K -$284K -6,023 -58%
SC
464
Savant Capital
Illinois
$201K +$205K +4,345 New
SCA
465
Snowden Capital Advisors
New York
$200K +$205K +4,347 New
HIIFS
466
Harel Insurance Investments & Financial Services
Israel
$192K +$189K +4,000 +2,667%
LPIC
467
LeJeune Puetz Investment Counsel
Michigan
$189K +$11.8K +250 +6%
PA
468
Parallel Advisors
California
$189K +$65K +1,376 +51%
ADL
469
Asset Dedication LLC
California
$188K +$76.7K +1,623 +63%
ICM
470
Islay Capital Management
Texas
$171K +$175K +3,698 New
WWP
471
WR Wealth Planners
Missouri
$170K +$174K +3,676 New
IA
472
IFP Advisors
Florida
$166K – – –
MCM
473
Manchester Capital Management
Vermont
$165K – – –
GRP
474
Global Retirement Partners
California
$164K +$55.3K +1,170 +49%
UB
475
UMB Bank
Missouri
$153K +$31.8K +674 +26%
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