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Dell
DELL

Name Holding Trade Value Shares
Change 		Change in
Stake
SAM
901
Steinberg Asset Management
New York
$268K – – –
FFM
902
Forum Financial Management
Illinois
$267K +$4.66K +40 +2%
PGWM
903
Parisi Gray Wealth Management
New Jersey
$266K +$46.7K +401 +22%
FTWA
904
Fifth Third Wealth Advisors
Ohio
$266K +$262K +2,245 New
MFIM
905
Mesirow Financial Investment Management
Illinois
$265K +$260K +2,235 New
TCA
906
Transcend Capital Advisors
New Jersey
$264K -$1.75K -15 -0.7%
FCB
907
First County Bank
Connecticut
$263K -$13.4K -115 -5%
MA
908
Mutual Advisors
Nebraska
$262K +$253K +2,176 New
SG
909
StoneX Group
New York
$262K +$62.9K +540 +32%
HCM
910
Hodges Capital Management
Texas
$262K -$381K -3,273 -60%
RG
911
Rathbones Group
United Kingdom
$261K +$256K +2,202 New
TF
912
Trek Financial
Arizona
$261K +$256K +2,201 New
SMH
913
Sanders Morris Harris
Texas
$261K -$17.5K -150 -6%
HAS
914
Holland Advisory Services
Florida
$257K +$1.05K +9 +0.4%
ONB
915
Old National Bancorp
Indiana
$256K +$40.5K +348 +19%
MWA
916
MN Wealth Advisors
Kansas
$256K +$251K +2,157 New
ORG
917
Optimist Retirement Group
Washington
$256K +$53.9K +463 +27%
FAFN
918
First Affirmative Financial Network
Colorado
$256K +$28.1K +241 +13%
VSQM
919
V-Square Quantitative Management
Illinois
$253K +$248K +2,133 New
RMCM
920
Reynders McVeigh Capital Management
Massachusetts
$252K – – –
BJL
921
Brighton Jones LLC
Washington
$250K -$171K -1,470 -41%
AWM
922
Ameliora Wealth Management
Switzerland
$249K +$11.6K +100 +5%
MFA
923
Mayflower Financial Advisors
Massachusetts
$248K -$60.5K -519 -20%
GL
924
Graypoint LLC
New York
$247K +$10K +86 +4%
WAP
925
Wealthcare Advisory Partners
Pennsylvania
$247K +$243K +2,085 New
35 36
37
38 39