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Dell
DELL

Name Holding Trade Value Shares
Change 		Change in
Stake
HBW
926
Hazlett, Burt & Watson
West Virginia
$315K -$75.3K -737 -22%
MPM
927
MBB Public Markets
Illinois
$314K -$60.9K -596 -19%
KAS
928
KPP Advisory Services
Kentucky
$313K +$261K +2,553 New
HSA
929
HBK Sorce Advisory
Pennsylvania
$313K +$20.5K +201 +9%
FIA
930
Foundations Investment Advisors
Arizona
$313K +$261K +2,550 New
WPC
931
Wedmont Private Capital
Pennsylvania
$312K +$252K +2,461 New
SWM
932
Spire Wealth Management
Virginia
$311K -$47.2K -462 -15%
BIG
933
Brooklyn Investment Group
New York
$310K +$138K +1,348 +114%
CF
934
Cantor Fitzgerald
New York
$310K -$15.2K -149 -6%
GS
935
GTS Securities
Florida
$310K -$100K -980 -28%
PD
936
Planning Directions
Pennsylvania
$310K +$258K +2,525 New
AMG
937
Asset Management Group
Connecticut
$309K +$1.33K +13 +0.5%
WWM
938
Westwood Wealth Management
California
$307K – – –
AWM
939
Avior Wealth Management
Nebraska
$305K -$915K -8,950 -78%
CFS
940
Coordinated Financial Services
Colorado
$303K +$253K +2,472 New
WA
941
Waddell & Associates
Tennessee
$302K +$252K +2,461 New
VSQM
942
V-Square Quantitative Management
Illinois
$302K +$13.1K +128 +5%
CG
943
CFO4Life Group
Texas
$299K +$249K +2,439 New
ET
944
Equitable Trust
Tennessee
$299K +$4.8K +47 +2%
TSMHT
945
Thurston Springer Miller Herd & Titak
Indiana
$299K +$92.2K +902 +59%
CI
946
CX Institutional
Indiana
$298K +$53.8K +526 +28%
GL
947
Graypoint LLC
New York
$297K -$21.2K -207 -8%
GLA
948
Great Lakes Advisors
Illinois
$296K +$247K +2,418 New
CWS
949
Confluence Wealth Services
Pennsylvania
$294K – – –
HIIFS
950
Harel Insurance Investments & Financial Services
Israel
$294K -$603K -5,900 -71%
36 37
38
39 40