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Dell
DELL

Name Holding Trade Value Shares
Change 		Change in
Stake
PFG
1101
Putney Financial Group
California
$164K -$37.5K -367 -22%
WSFS
1102
Wilmington Savings Fund Society
Delaware
$163K +$20.6K +202 +18%
UB
1103
UMB Bank
Missouri
$157K +$54.3K +531 +71%
VCM
1104
Versant Capital Management
Arizona
$155K +$73.6K +720 +132%
GIA
1105
GHP Investment Advisors
Colorado
$150K +$102 +1 +0.1%
WTC
1106
WhitTier Trust Company
Nevada
$144K -$818 -8 -0.7%
CA
1107
CoreCap Advisors
Michigan
$143K -$43.4K -425 -27%
SCA
1108
Stuart Chaussee & Associates
California
$143K +$119K +1,165 New
CFO
1109
CVA Family Office
Colorado
$138K +$80.8K +791 +233%
WPA
1110
Wealth Preservation Advisors
Tennessee
$133K +$2.15K +21 +2%
AWM
1111
Ameliora Wealth Management
Switzerland
$130K – – –
CFD
1112
Creative Financial Designs
Indiana
$127K +$715 +7 +0.7%
DMBA
1113
Deseret Mutual Benefit Administrators
Utah
$126K – – –
CT
1114
Colonial Trust
South Carolina
$124K +$92.2K +902 +843%
KHC
1115
Koesten Hirschmann & Crabtree
Kansas
$123K – – –
SAM
1116
Smartleaf Asset Management
Massachusetts
$120K -$55.6K -544 -36%
HIMS
1117
Hager Investment Management Services
New Hampshire
$119K – – –
PIS
1118
POM Investment Strategies
North Carolina
$119K +$98.9K +968 New
CLOS
1119
Compagnie Lombard Odier SCmA
Switzerland
$118K – – –
MPWT
1120
MassMutual Private Wealth & Trust
Connecticut
$116K -$22.1K -216 -19%
BCWM
1121
Bartlett & Co Wealth Management
Ohio
$116K +$3.58K +35 +4%
NC
1122
North Capital
Utah
$114K -$13.7K -134 -13%
MSE
1123
MUFG Securities EMEA
United Kingdom
$110K +$91.7K +897 New
ME
1124
McIlrath & Eck
Washington
$109K +$511 +5 +0.6%
BTI
1125
Blue Trust Inc
Georgia
$108K +$12.7K +124 +16%
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45
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