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Dell
DELL

Name Holding Trade Value Shares
Change 		Change in
Stake
BPW
801
Bingham Private Wealth
California
$710K +$795K +5,641 New
GKWIM
802
Gerber Kawasaki Wealth & Investment Management
California
$706K -$621K -4,407 -44%
SWA
803
SFMG Wealth Advisors
Texas
$705K +$138K +979 +21%
KOCAA
804
Knights of Columbus Asset Advisors
Connecticut
$705K +$789K +5,599 New
SC
805
Sierra Capital
Florida
$703K – – –
BWP
806
Burling Wealth Partners
Illinois
$701K -$5.35K -38 -0.7%
PIM
807
Plato Investment Management
Australia
$700K – – –
IF
808
Integrity Financial
Wyoming
$687K +$43.4K +308 +6%
EAM
809
Empirical Asset Management
Massachusetts
$681K -$31.8K -226 -4%
OAM
810
Ostrum Asset Management
France
$679K -$252K -1,788 -25%
OIA
811
OneDigital Investment Advisors
Kansas
$673K -$20.6K -146 -3%
PAS
812
Park Avenue Securities
New York
$670K -$13.5K -96 -2%
MCM
813
Massar Capital Management
Connecticut
$663K +$742K +5,265 New
FHA
814
Flagship Harbor Advisors
Massachusetts
$663K -$42.1K -299 -5%
GRP
815
Global Retirement Partners
California
$656K +$146K +1,039 +25%
GA
816
GFS Advisors
Texas
$655K +$732K +5,200 New
XF
817
XML Financial
Maryland
$652K -$107K -758 -13%
HFS
818
Hantz Financial Services
Michigan
$651K -$91.8K -652 -11%
HIIFS
819
Harel Insurance Investments & Financial Services
Israel
$642K +$380K +2,700 +113%
AWM
820
Axxcess Wealth Management
California
$641K +$21.4K +152 +3%
SI
821
Severin Investments
Missouri
$637K -$74.8K -531 -9%
CPG
822
Cornerstone Planning Group
New Jersey
$637K +$645K +4,577 +538%
WB
823
WesBanco Bank
West Virginia
$636K -$114K -809 -14%
FWCM
824
Ferguson Wellman Capital Management
Oregon
$635K -$19K -135 -3%
SLI
825
Sumitomo Life Insurance
Japan
$635K +$710K +5,041 New
31 32
33
34 35