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Dell
DELL

Name Holding Trade Value Shares
Change 		Change in
Stake
CA
1101
CoreCap Advisors
Michigan
$264K +$22K +156 +8%
TCA
1102
Transcend Capital Advisors
New Jersey
$264K -$11.6K -82 -4%
BTW
1103
Boston Trust Walden
Massachusetts
$261K -$17.9K -127 -6%
PAG
1104
Poinciana Advisors Group
Florida
$261K -$1.97K -14 -0.7%
CNB
1105
Camden National Bank
Maine
$261K -$8.31K -59 -3%
VSQM
1106
V-Square Quantitative Management
Illinois
$260K +$291K +2,065 New
GSEP
1107
Golden State Equity Partners
California
$259K +$48.2K +342 +20%
BBPWM
1108
Blue Bell Private Wealth Management
Pennsylvania
$259K +$2.68K +19 +0.9%
MC
1109
Matters Capital
Florida
$258K +$289K +2,051 New
BWM
1110
BCS Wealth Management
Tennessee
$258K +$289K +2,050 New
AFP
1111
Ausdal Financial Partners
Iowa
$258K +$7.18K +51 +3%
1WA
1112
180 Wealth Advisors
Washington
$258K +$61.3K +435 +27%
OL
1113
Optas LLC
Texas
$257K -$291K -2,068 -50%
PTC
1114
Private Trust Company
Ohio
$257K +$55.9K +397 +24%
LWM
1115
Liberty Wealth Management
California
$257K +$845 +6 +0.3%
NCM
1116
Nelson Capital Management
California
$257K – – –
EI
1117
Ellevest Inc
New York
$256K -$18.7K -133 -6%
CSP
1118
Cary Street Partners
Virginia
$256K +$28.6K +203 +11%
TCOT
1119
Trust Company of Toledo
Ohio
$256K – – –
KC
1120
Karras Company
Utah
$256K +$286K +2,032 New
DAS
1121
Diversify Advisory Services
Utah
$255K -$368K -2,615 -55%
CFGW
1122
Chancellor Financial Group WB
Pennsylvania
$254K -$7.04K -50 -2%
DWM
1123
Drive Wealth Management
Utah
$253K +$39.7K +282 +16%
GLA
1124
Great Lakes Advisors
Illinois
$253K +$31K +220 +12%
AIA
1125
AIMZ Investment Advisors
California
$251K – – –
43 44
45
46 47