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Dell
DELL

Name Holding Trade Value Shares
Change 		Change in
Stake
WWA
1051
Wingate Wealth Advisors
Massachusetts
$310K – – –
TCWA
1052
Turtle Creek Wealth Advisors
Texas
$310K -$7.75K -55 -2%
TM
1053
TigerOak Management
New Mexico
$309K +$81.6K +579 +31%
WJA
1054
Willis Johnson & Associates
Texas
$308K +$14.9K +106 +5%
CG
1055
CFO4Life Group
Texas
$308K -$6.9K -49 -2%
HFS
1056
Howard Financial Services
Texas
$307K +$79.9K +567 +30%
TF
1057
Trek Financial
Arizona
$307K -$44.5K -316 -11%
PD
1058
Planning Directions
Pennsylvania
$307K -$20.6K -146 -6%
SW
1059
SVB Wealth
Massachusetts
$307K -$32.1K -228 -9%
MCA
1060
Millennium Capital Advisors
Arkansas
$307K +$28.2K +200 +9%
ET
1061
Equitable Trust
Tennessee
$307K – – –
UPS
1062
UHLMANN PRICE SECURITIES
Illinois
$304K +$1.13K +8 +0.3%
PFA
1063
Professional Financial Advisors
Nebraska
$300K +$986 +7 +0.3%
WWG
1064
West Wealth Group
California
$300K +$1.13K +8 +0.3%
MIM
1065
Montgomery Investment Management
Maryland
$300K +$1.13K +8 +0.3%
VFPW
1066
Vantage Financial Partners (Wisconsin)
Wisconsin
$299K – – –
ACM
1067
Alpha Capital Management
Texas
$297K -$2.11K -15 -0.6%
MEAC
1068
M.E. Allison & Co
Texas
$297K – – –
AFC
1069
AFT Forsyth & Company
Florida
$296K +$331K +2,350 New
EA
1070
Everpar Advisors
Oklahoma
$296K +$331K +2,349 New
CAU
1071
Caxton Associates (UK)
$293K +$328K +2,326 New
RMCM
1072
Reynders McVeigh Capital Management
Massachusetts
$291K +$21.1K +150 +7%
KCM
1073
Kathmere Capital Management
Pennsylvania
$290K -$24.1K -171 -7%
WWM
1074
Western Wealth Management
Colorado
$287K +$282 +2 +0.1%
VIM
1075
Vinva Investment Management
Australia
$287K -$99.3K -705 -24%
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