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Dell
DELL

Name Holding Trade Value Shares
Change 		Change in
Stake
IAS
776
Insigneo Advisory Services
Florida
$681K +$173K +1,336 +38%
CFO
777
Callan Family Office
Pennsylvania
$681K -$107K -823 -15%
SC
778
SummitTX Capital
Texas
$679K +$621K +4,790 New
LI
779
LRI Investments
Florida
$678K – – –
SWM
780
Spire Wealth Management
Virginia
$669K +$273K +2,105 +81%
SCM
781
SOL Capital Management
Maryland
$668K – – –
ATS
782
Ashton Thomas Securities
New York
$668K +$24.1K +186 +4%
TE
783
Tema ETFs
New York
$665K +$609K +4,694 New
SWA
784
SFMG Wealth Advisors
Texas
$655K +$92K +709 +18%
QI
785
Qtron Investments
Massachusetts
$651K – – –
1WM
786
1858 Wealth Management
Ohio
$649K – – –
SA
787
Strategic Advocates
Utah
$638K -$778 -6 -0.1%
FSA
788
Financial Sense Advisors
California
$637K -$43.2K -333 -7%
EFH
789
Eaton Financial Holdings
Florida
$631K +$121K +933 +26%
CDDEC
790
Caisse Des Depots Et Consignations
France
$628K +$575K +4,429 New
NP
791
NorthRock Partners
Minnesota
$625K +$163K +1,258 +40%
PCM
792
Princeton Capital Management
New Jersey
$625K -$2.18M -16,772 -79%
MIA
793
MMBG Investment Advisors
Florida
$625K – – –
SCA
794
Snowden Capital Advisors
New York
$624K -$234K -1,804 -29%
MAG
795
M3 Advisory Group
Massachusetts
$623K +$21.7K +167 +4%
SWP
796
Sagespring Wealth Partners
Tennessee
$622K +$103K +790 +22%
AIM
797
Avity Investment Management
Connecticut
$618K -$29.2K -225 -5%
WAP
798
Wealthcare Advisory Partners
Pennsylvania
$615K +$37.6K +290 +7%
NSAM
799
North Star Asset Management
Wisconsin
$613K +$90.8K +700 +19%
ISWM
800
Independent Solutions Wealth Management
New York
$611K -$19.3K -149 -3%
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