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Dell
DELL

Name Holding Trade Value Shares
Change 		Change in
Stake
SHJ
901
Sharkey, Howes & Javer
Colorado
$337K – – –
BFS
902
Bradley Foster & Sargent
Connecticut
$336K -$4.6K -45 -2%
SW
903
SVB Wealth
Massachusetts
$335K -$127K -1,245 -31%
APP
904
Avantax Planning Partners
Iowa
$334K +$29.9K +293 +12%
SF
905
Synovus Financial
Georgia
$334K -$1.33K -13 -0.5%
HAIM
906
Hunter Associates Investment Management
Pennsylvania
$333K -$52.9K -518 -16%
OAM
907
Ostrum Asset Management
France
$332K -$7.97K -78 -3%
GCIA
908
Gabelli & Co Investment Advisers
New York
$331K – – –
FFN
909
Focus Financial Network
Minnesota
$330K +$20.3K +199 +8%
JSSH
910
J. Safra Sarasin Holding
$329K -$3.53M -34,500 -93%
HR
911
Hardy Reed
Mississippi
$329K +$275K +2,686 New
SCP
912
Sivia Capital Partners
California
$328K +$273K +2,672 New
LP
913
LMR Partners
United Kingdom
$326K -$25.7M -251,386 -99%
EWM
914
Elite Wealth Management
Washington
$325K – – –
CFGW
915
Chancellor Financial Group WB
Pennsylvania
$324K -$97.1K -950 -26%
WE
916
Wealth Effects
Massachusetts
$324K -$35.8K -350 -12%
CTC
917
Central Trust Company
Missouri
$323K -$101K -993 -27%
GWP
918
Gateway Wealth Partners
Wisconsin
$323K -$22.5K -220 -8%
WWG
919
West Wealth Group
California
$322K +$257K +2,516 New
CA
920
Commerzbank Aktiengesellschaft
Germany
$322K – – –
KCP
921
Kera Capital Partners
California
$319K -$3.19M -31,224 -92%
MAC
922
Mason & Associates (California)
California
$318K – – –
EW
923
Evoke Wealth
California
$317K +$265K +2,589 New
EWA
924
EverSource Wealth Advisors
Alabama
$317K +$128K +1,257 +95%
PA
925
PharVision Advisers
Florida
$316K +$263K +2,578 New
35 36
37
38 39