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Dell
DELL

Name Holding Trade Value Shares
Change 		Change in
Stake
RFA
951
Rollins Financial Advisors
New York
$223K +$259K +2,445 New
APP
952
Avantax Planning Partners
Iowa
$222K +$257K +2,433 New
ACM
953
Alpha Capital Management
Texas
$222K -$6.88K -65 -3%
AHC
954
Adell Harriman & Carpenter
Texas
$221K +$257K +2,428 New
SWP
955
Sagespring Wealth Partners
Tennessee
$221K +$257K +2,426 New
WWM
956
Western Wealth Management
Colorado
$221K -$37.9K -358 -13%
PPW
957
Parcion Private Wealth
Washington
$219K +$16.6K +157 +7%
ET
958
Equitable Trust
Tennessee
$218K -$62.1K -587 -20%
SHA
959
Seneca House Advisors
Virginia
$218K -$10.8K -102 -4%
CW
960
CreativeOne Wealth
Kansas
$217K +$66.7K +631 +36%
VFPW
961
Vantage Financial Partners (Wisconsin)
Wisconsin
$216K +$63.5K +600 +34%
MIM
962
Montgomery Investment Management
Maryland
$216K – – –
BEI
963
Benjamin Edwards Inc
Missouri
$216K -$57.6K -545 -19%
PFA
964
Professional Financial Advisors
Nebraska
$215K +$952 +9 +0.4%
HSA
965
HBK Sorce Advisory
Pennsylvania
$214K +$37.2K +352 +18%
CWS
966
Confluence Wealth Services
Pennsylvania
$214K – – –
AWM
967
Alterna Wealth Management
Texas
$213K +$247K +2,334 New
OS
968
Objectivity Squared
South Carolina
$213K +$81.8K +773 +42%
JSC
969
Jackson Square Capital
California
$213K -$996K -9,420 -80%
VSQM
970
V-Square Quantitative Management
Illinois
$213K +$46.5K +440 +23%
LS
971
Livforsakringsbolaget Skandia
Sweden
$212K – – –
QPWM
972
Quadrant Private Wealth Management
Pennsylvania
$210K +$244K +2,303 New
OCM
973
One Capital Management
California
$209K +$26.2K +248 +12%
CNB
974
Camden National Bank
Maine
$209K +$242K +2,288 New
TCA
975
Transcend Capital Advisors
New Jersey
$208K +$27.2K +257 +13%
37 38
39
40 41