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Dell
DELL

Name Holding Trade Value Shares
Change 		Change in
Stake
AWM
751
Ariadne Wealth Management
California
$463K +$391K +3,355 New
HI
752
Horizon Investments
North Carolina
$462K +$456K +3,911 New
KWM
753
Kingsview Wealth Management
Oregon
$461K -$74.5K -640 -14%
KA
754
Kovack Advisors
Florida
$453K +$140K +1,202 +46%
AGC
755
Aspen Grove Capital
Colorado
$449K +$6.17K +53 +1%
BAM
756
Belpointe Asset Management
Nevada
$446K -$43.9K -377 -9%
HBW
757
Hazlett, Burt & Watson
West Virginia
$446K +$50.2K +431 +13%
FIA
758
Foundations Investment Advisors
Arizona
$443K +$149K +1,280 +52%
ACA
759
Aptus Capital Advisors
Alabama
$442K +$19.6K +168 +5%
MCM
760
Manchester Capital Management
Vermont
$441K +$13.4K +115 +3%
BFWM
761
Bright Futures Wealth Management
New York
$440K +$98.2K +843 +33%
CAI
762
Capital Advisors Inc
Oklahoma
$439K +$192K +1,647 +80%
CT
763
Chicago Trust
Illinois
$437K +$21K +180 +5%
AO
764
Advisor OS
Illinois
$436K +$122K +1,045 +40%
OWM
765
OneAscent Wealth Management
Alabama
$435K +$163K +1,399 +62%
1WM
766
1858 Wealth Management
Ohio
$434K +$427K +3,662 New
NSEDCP
767
NJ State Employees Deferred Compensation Plan
New Jersey
$430K – – –
VCA
768
Verdence Capital Advisors
Maryland
$429K +$12.5K +107 +3%
KA
769
Kintegral Advisory
New York
$427K -$5.47K -47 -1%
TWM
770
Tanager Wealth Management
United Kingdom
$426K – – –
ABLA
771
Alan B. Lancz & Associates
Ohio
$424K +$30.4K +261 +8%
HAIM
772
Hunter Associates Investment Management
Pennsylvania
$424K +$17.6K +151 +4%
AWM
773
Affinity Wealth Management
Delaware
$422K +$10.1K +87 +3%
BFA
774
Bragg Financial Advisors
North Carolina
$421K +$2.21K +19 +0.5%
MMPW
775
Mitchell McLeod Pugh & Williams
Alabama
$419K – – –
29 30
31
32 33