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Dell
DELL

Name Holding Trade Value Shares
Change 		Change in
Stake
UB
901
Umpqua Bank
Oregon
$324K -$1.13K -9 -0.3%
CCM
902
Coldstream Capital Management
Washington
$323K +$50.3K +401 +17%
CWP
903
CFM Wealth Partners
Texas
$323K – – –
AI
904
Accredited Investors
Minnesota
$322K +$351K +2,796 New
WWM
905
Western Wealth Management
Colorado
$321K +$6.78K +54 +2%
PFGIA
906
Patriot Financial Group Insurance Agency
Massachusetts
$321K -$30.5K -243 -8%
QCG
907
Quadrant Capital Group
Ohio
$320K -$15.7K -125 -4%
GC
908
Grimes & Company
Massachusetts
$319K -$15.3K -122 -4%
WA
909
Wealth Alliance
New York
$319K -$542K -4,322 -61%
IWA
910
IBEX Wealth Advisors
New Jersey
$319K +$347K +2,766 New
SHJ
911
Sharkey, Howes & Javer
Colorado
$317K – – –
JAFL
912
Jay A. Fishman Ltd
Michigan
$314K +$14.9K +119 +5%
CFGW
913
Chancellor Financial Group WB
Pennsylvania
$313K +$341K +2,715 New
GCIA
914
Gabelli & Co Investment Advisers
New York
$311K – – –
WPW
915
Waldron Private Wealth
Pennsylvania
$311K -$1.88K -15 -0.6%
CG
916
Cynosure Group
Utah
$310K -$61.1K -487 -15%
AC
917
Addison Capital
Pennsylvania
$310K -$160K -1,275 -32%
FTF
918
Freedom Together Foundation
New York
$310K -$1.32M -10,500 -80%
OCM
919
Orion Capital Management
California
$309K +$336K +2,680 New
MWPCG
920
Measured Wealth Private Client Group
New Hampshire
$305K -$385K -3,066 -54%
VVP
921
Venture Visionary Partners
Ohio
$303K -$27.2K -217 -8%
DAS
922
Diversify Advisory Services
Utah
$303K -$99.3K -791 -23%
FFG
923
Fiduciary Financial Group
California
$298K +$326K +2,600 New
LL
924
LPWM LLC
Minnesota
$295K – – –
CWIG
925
Chung Wu Investment Group
Texas
$295K +$321K +2,560 New
35 36
37
38 39