We are live on ! Find out more
DELL icon

Dell
DELL

Name Holding Trade Value Shares
Change 		Change in
Stake
KWM
726
Kingsview Wealth Management
Oregon
$282K +$230K +2,469 New
PWM
727
Perigon Wealth Management
California
$280K +$229K +2,455 New
RGC
728
Roberts, Glore & Co
Illinois
$278K +$227K +2,435 New
NSIM
729
North Star Investment Management
Illinois
$277K – – –
TW
730
TritonPoint Wealth
Maryland
$276K +$6.72K +72 +2%
IF
731
Intrua Financial
Texas
$275K -$50.5K -541 -18%
CT
732
Cambridge Trust
Massachusetts
$275K +$106K +1,137 +90%
BJL
733
Brighton Jones LLC
Washington
$274K -$214K -2,291 -49%
FFN
734
Focus Financial Network
Minnesota
$273K +$215K +2,303 New
PP
735
Prudential plc
United Kingdom
$272K -$1.12M -12,034 -83%
ACM
736
Alpha Capital Management
Texas
$272K +$222K +2,382 New
CWS
737
Confluence Wealth Services
Pennsylvania
$272K +$222K +2,382 New
MIM
738
Montgomery Investment Management
Maryland
$270K +$221K +2,368 New
TCOT
739
Trust Company of Toledo
Ohio
$269K -$34.2K -367 -13%
FCB
740
First County Bank
Connecticut
$266K +$218K +2,333 New
HWA
741
HCR Wealth Advisors
California
$266K +$217K +2,330 New
GRP
742
Global Retirement Partners
California
$266K +$2.8K +30 +1%
PFA
743
Professional Financial Advisors
Nebraska
$265K +$217K +2,326 New
CFO
744
Capitol Family Office
Oregon
$263K +$215K +2,309 New
AWA
745
Amplius Wealth Advisors
Pennsylvania
$263K +$215K +2,301 New
SHA
746
Seneca House Advisors
Virginia
$262K +$214K +2,295 New
S
747
SimplyRich
California
$256K +$209K +2,239 New
CAM
748
Chesapeake Asset Management
New York
$255K +$204K +2,187 +4,206%
EW
749
Enzi Wealth
Texas
$254K -$44.6K -478 -18%
SMH
750
Sanders Morris Harris
Texas
$251K +$205K +2,200 New
28 29
30
31 32