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Dell
DELL

Name Holding Trade Value Shares
Change 		Change in
Stake
RS
1101
Rakuten Securities
Japan
$232K -$169K -1,299 -44%
CI
1102
Conning Inc
Connecticut
$231K +$211K +1,628 New
SOAMC
1103
Spirit of America Management Corp
New York
$230K – – –
CIA
1104
Capital Investment Advisors
Georgia
$230K -$3.89K -30 -2%
C
1105
Certuity
Florida
$229K +$210K +1,615 New
1WA
1106
180 Wealth Advisors
Washington
$228K -$9.99K -77 -5%
BW
1107
BXM Wealth
Colorado
$228K +$208K +1,605 New
PWM
1108
Purus Wealth Management
California
$227K +$208K +1,600 New
WCA
1109
Westover Capital Advisors
Delaware
$227K +$208K +1,600 New
PA
1110
PFG Advisors
Arizona
$226K +$207K +1,594 New
MWM
1111
Modern Wealth Management
Kansas
$226K +$207K +1,593 New
JF
1112
Jump Financial
Illinois
$225K +$206K +1,589 New
SAM
1113
S.A. Mason
Michigan
$225K +$206K +1,587 New
CSPIA
1114
Cary Street Partners Investment Advisory
Virginia
$225K +$5.58K +43 +3%
FCG
1115
Fielder Capital Group
Tennessee
$224K +$205K +1,577 New
PP
1116
PDS Planning
Ohio
$223K -$25K -193 -11%
PFA
1117
Pure Financial Advisors
California
$223K +$204K +1,576 New
PFG
1118
Putney Financial Group
California
$223K +$31K +239 +18%
WP
1119
WealthPLAN Partners
Nebraska
$222K +$203K +1,567 New
CIA
1120
Choate Investment Advisors
Massachusetts
$222K -$51.9K -400 -20%
DWP
1121
Daymark Wealth Partners
Ohio
$222K +$203K +1,566 New
WCG
1122
Weaver Consulting Group
California
$222K +$203K +1,565 New
CWG
1123
Cornerstone Wealth Group
North Carolina
$222K +$203K +1,565 New
AIM
1124
AXA Investment Managers
France
$221K +$202K +1,559 New
SHA
1125
Seneca House Advisors
Virginia
$220K +$202K +1,554 New
43 44
45
46 47