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Dell
DELL

Name Holding Trade Value Shares
Change 		Change in
Stake
PO
526
Private Ocean
California
$30K – – –
GWM
527
Geneos Wealth Management
Colorado
$29K +$94 +2 +0.3%
LWCFA
528
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$29K +$1.65K +35 +6%
MSFP
529
Mark Sheptoff Financial Planning
Connecticut
$29K +$28.3K +600 +2,000%
HI
530
Harbour Investments
Wisconsin
$29K +$29.7K +628 New
AWM
531
Accel Wealth Management
Iowa
$28K – – –
CA
532
Centerpoint Advisors
Massachusetts
$28K +$21.3K +452 +307%
ACM
533
Aquatic Capital Management
Illinois
$28K +$28.3K +600 New
CFO
534
CVA Family Office
Colorado
$27K -$17.2K -364 -39%
WB
535
Webster Bank
Connecticut
$27K – – –
PWMG
536
Prestige Wealth Management Group
New Jersey
$27K +$5.76K +122 +25%
KFI
537
Key Financial Inc
Pennsylvania
$25K – – –
SIC
538
Salem Investment Counselors
North Carolina
$25K – – –
KTC
539
Kistler-Tiffany Companies
Pennsylvania
$25K +$47 +1 +0.2%
HNWAG
540
High Net Worth Advisory Group
Florida
$24K -$46.3K -981 -65%
CG
541
Cutler Group
California
$24K -$19.7K -417 -44%
TFS
542
TrustCore Financial Services
Tennessee
$24K – – –
CCM
543
Chilton Capital Management
Texas
$24K +$24.8K +525 New
SWA
544
SOA Wealth Advisors
New York
$23K +$94 +2 +0.4%
LC
545
Lindbrook Capital
California
$23K +$11.7K +247 +98%
RE
546
RBC Europe
United Kingdom
$22K – – –
WTA
547
Washington Trust Advisors
Massachusetts
$21K -$254K -5,378 -92%
AP
548
Arlington Partners
Alabama
$21K – – –
PCG
549
Private Capital Group
Connecticut
$20K -$58.2K -1,233 -74%
BCMLT
550
Beacon Capital Management LLC (Tennessee)
Tennessee
$20K – – –
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