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Dell
DELL

Name Holding Trade Value Shares
Change 		Change in
Stake
PSCM
901
Per Stirling Capital Management
Texas
$268K – – –
SWA
902
SFMG Wealth Advisors
Texas
$267K +$938 +7 +0.4%
FAFN
903
First Affirmative Financial Network
Colorado
$264K +$257K +1,916 New
C
904
Certuity
Florida
$264K +$256K +1,913 New
AC
905
ASB Consultores
Florida
$262K -$234K -1,745 -48%
CF
906
Centaurus Financial
California
$262K +$255K +1,901 New
BFWM
907
Bright Futures Wealth Management
New York
$261K +$343K +2,556 New
HSA
908
HBK Sorce Advisory
Pennsylvania
$261K +$11.7K +87 +5%
AA
909
Apriem Advisors
California
$261K +$253K +1,889 New
WWM
910
Western Wealth Management
Colorado
$260K +$253K +1,887 New
EFS
911
Essex Financial Services
Connecticut
$259K +$108K +802 +39%
MHR
912
Matthew Hamilton Rosenberg
$258K – – –
BCI
913
Brinker Capital Investments
Pennsylvania
$258K +$251K +1,870 New
OPS
914
Orion Portfolio Solutions
Nebraska
$258K +$251K +1,870 New
CWS
915
Cypress Wealth Services
California
$258K +$251K +1,869 New
FIM
916
Freedom Investment Management
Connecticut
$256K -$200K -1,493 -45%
NI
917
NDVR Inc
Massachusetts
$256K -$536 -4 -0.2%
AFPL
918
Advus Financial Partners, LLC
Florida
$255K – – –
PGWM
919
Parisi Gray Wealth Management
New Jersey
$254K +$247K +1,844 New
FFN
920
Focus Financial Network
Minnesota
$254K -$36.9K -275 -12%
CIA
921
Choate Investment Advisors
Massachusetts
$253K +$246K +1,837 New
SEIA
922
Signature Estate & Investment Advisors
California
$253K +$246K +1,836 New
SWM
923
Spire Wealth Management
Virginia
$253K -$43.6K -325 -15%
SAG
924
SageView Advisory Group
California
$251K +$244K +1,819 New
ONB
925
Old National Bancorp
Indiana
$250K -$197K -1,466 -45%
35 36
37
38 39