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Dell
DELL

Name Holding Trade Value Shares
Change 		Change in
Stake
FWI
1051
Facet Wealth Inc
Maryland
$402K +$44.9K +337 +16%
PD
1052
Planning Directions
Pennsylvania
$402K +$1.33K +10 +0.4%
MCA
1053
Millennium Capital Advisors
Arkansas
$400K – – –
PSP
1054
Principal Street Partners
Tennessee
$398K +$323K +2,426 New
IGAM
1055
iA Global Asset Management
Quebec, Canada
$397K +$288K +2,164 +852%
TF
1056
Trek Financial
Arizona
$397K -$2.8K -21 -0.9%
MWM
1057
Modera Wealth Management
New Jersey
$396K +$322K +2,415 New
WC
1058
Waterloo Capital
Texas
$396K +$321K +2,410 New
PFA
1059
Professional Financial Advisors
Nebraska
$393K +$1.33K +10 +0.4%
MIM
1060
Montgomery Investment Management
Maryland
$393K +$1.47K +11 +0.5%
ACM
1061
Arlington Capital Management
Illinois
$393K -$43.3K -325 -12%
SW
1062
SVB Wealth
Massachusetts
$391K -$7.33K -55 -2%
KCM
1063
KRS Capital Management
Michigan
$388K -$207K -1,552 -40%
MFIM
1064
Mesirow Financial Investment Management
Illinois
$387K +$28.4K +213 +10%
MEAC
1065
M.E. Allison & Co
Texas
$387K – – –
WA
1066
Waddell & Associates
Tennessee
$387K -$77.7K -583 -20%
RG
1067
Rathbones Group
United Kingdom
$386K -$40K -300 -11%
BWP
1068
Balboa Wealth Partners
Arizona
$386K -$107K -806 -26%
CA
1069
Cornerstone Advisory
Maryland
$385K +$313K +2,346 New
LS
1070
Livforsakringsbolaget Skandia
Sweden
$381K -$16.5M -123,600 -98%
SCM
1071
Stevens Capital Management
Pennsylvania
$381K -$563K -4,222 -65%
HFS
1072
Howard Financial Services
Texas
$380K -$17.1K -128 -5%
NWA
1073
Navis Wealth Advisors
New York
$378K +$307K +2,302 New
MWM
1074
Maridea Wealth Management
New York
$378K +$4.13K +31 +1%
AWM
1075
Aprio Wealth Management
Georgia
$377K +$61.6K +462 +25%
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