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Dell
DELL

Name Holding Trade Value Shares
Change 		Change in
Stake
PFGIA
826
Patriot Financial Group Insurance Agency
Massachusetts
$426K +$37.2K +364 +12%
IAS
827
Insigneo Advisory Services
Florida
$425K +$355K +3,471 New
AWM
828
Ariadne Wealth Management
California
$425K +$11.6K +113 +4%
GAM
829
Groupama Asset Management
France
$424K -$33.2K -325 -9%
CFSG
830
Clark Financial Services Group
Missouri
$423K +$3.27K +32 +0.9%
GRP
831
Global Retirement Partners
California
$422K +$352K +3,445 New
KA
832
Kintegral Advisory
New York
$420K -$409 -4 -0.1%
BFA
833
Bragg Financial Advisors
North Carolina
$420K +$204 +2 +0.1%
KWM
834
Kingsview Wealth Management
Oregon
$419K +$94.3K +923 +37%
CCA
835
Checchi Capital Advisers
California
$417K -$49.6K -485 -12%
3IP
836
3Chopt Investment Partners
Virginia
$416K -$7.56K -74 -2%
CG
837
Carmignac Gestion
France
$415K +$346K +3,385 New
OCM
838
Orion Capital Management
California
$413K – – –
WGC
839
Watts Gwilliam & Co
Arizona
$411K -$1.42M -13,895 -82%
AG
840
Ascent Group
Virginia
$410K -$146K -1,428 -30%
SB
841
Sunflower Bank
Texas
$410K +$6.24K +61 +2%
MWM
842
Mission Wealth Management
California
$407K +$29.1K +285 +9%
SCM
843
Stevens Capital Management
Pennsylvania
$405K -$35.7K -349 -10%
AA
844
Addison Advisors
Vermont
$403K +$5.11K +50 +2%
FFM
845
Fullerton Fund Management
Singapore
$402K – – –
VVP
846
Venture Visionary Partners
Ohio
$402K +$33.3K +326 +11%
PWP
847
Principle Wealth Partners
Connecticut
$395K +$14.6K +143 +5%
CFO
848
Capitol Family Office
Oregon
$394K – – –
PGWM
849
Parisi Gray Wealth Management
New Jersey
$392K +$28.4K +278 +10%
BIM
850
Baldwin Investment Management
Pennsylvania
$390K -$288K -2,820 -47%
32 33
34
35 36