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Dell
DELL

Name Holding Trade Value Shares
Change 		Change in
Stake
LTI
801
Laffer Tengler Investments
Tennessee
$472K +$394K +3,850 New
SC
802
Savant Capital
Illinois
$470K +$75.1K +735 +24%
NRI
803
NFP Retirement Inc
California
$468K +$390K +3,815 New
EI
804
Ellevest Inc
New York
$467K +$35.3K +345 +10%
PCG
805
Prosperity Consulting Group
Maryland
$466K +$47K +460 +14%
FDS
806
First Dallas Securities
Texas
$465K +$20.4K +200 +6%
SIM
807
Sentry Investment Management
Wisconsin
$458K – – –
IC
808
Inscription Capital
Texas
$453K +$377K +3,691 New
FTWA
809
Fifth Third Wealth Advisors
Ohio
$452K +$377K +3,687 New
FWP
810
Firethorn Wealth Partners
Georgia
$448K +$373K +3,652 New
KA
811
Kovack Advisors
Florida
$447K -$230K -2,246 -38%
PWP
812
Prasad Wealth Partners
Ohio
$447K -$37.9K -371 -9%
BHPW
813
Beverly Hills Private Wealth
California
$446K +$37K +362 +11%
NSEDCP
814
NJ State Employees Deferred Compensation Plan
New Jersey
$445K – – –
NSAM
815
North Star Asset Management
Wisconsin
$444K +$1.02K +10 +0.3%
JSW
816
Journey Strategic Wealth
New Jersey
$443K +$369K +3,613 New
DAS
817
Dynamic Advisor Solutions
Arizona
$442K +$15.9K +156 +5%
SWP
818
Sagespring Wealth Partners
Tennessee
$442K +$120K +1,175 +48%
AWM
819
Affinity Wealth Management
Delaware
$441K +$3.88K +38 +1%
PPW
820
Parcion Private Wealth
Washington
$439K +$121K +1,179 +49%
AWM
821
Axxcess Wealth Management
California
$438K +$365K +3,570 New
DA
822
Detalus Advisors
Missouri
$435K -$21.7K -212 -6%
MMPW
823
Mitchell McLeod Pugh & Williams
Alabama
$433K – – –
EFH
824
Eaton Financial Holdings
Florida
$432K +$360K +3,521 New
FFG
825
Fiduciary Financial Group
California
$429K +$21.1K +206 +6%
31 32
33
34 35