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Dell
DELL

Name Holding Trade Value Shares
Change 		Change in
Stake
TL
1126
Tradewinds LLC
North Carolina
$1.04M +$35.8M +123,651 +8,167%
VVP
1127
Venture Visionary Partners
Ohio
$1.04M -$59.9K -207 -8%
TWM
1128
Tanager Wealth Management
United Kingdom
$1.04M -$785K -2,714 -53%
FMI
1129
F/M Investments
District of Columbia
$1.04M +$697K +2,410 New
PAG
1130
Private Advisory Group
Washington
$1.04M +$696K +2,408 New
PD
1131
Planning Directions
Pennsylvania
$1.04M -$12.4K -43 -2%
MIM
1132
Montgomery Investment Management
Maryland
$1.04M +$2.02K +7 +0.3%
VSQM
1133
V-Square Quantitative Management
Illinois
$1.03M -$55.5K -192 -7%
ACM
1134
Arlington Capital Management
Illinois
$1.03M – – –
MA
1135
MCF Advisors
Kentucky
$1.03M +$28.9K +100 +4%
MEAC
1136
M.E. Allison & Co
Texas
$1.02M – – –
VWM
1137
Venturi Wealth Management
Texas
$1.01M +$157K +544 +30%
OIS
1138
OneAscent Investment Solutions
Alabama
$1.01M +$674K +2,330 New
TSW
1139
Three Seasons Wealth
Utah
$999K +$670K +2,316 New
VFA
1140
Values First Advisors
Tennessee
$997K +$90.2K +312 +16%
FFG
1141
Fiduciary Financial Group
California
$996K -$231K -799 -26%
CFO
1142
Capitol Family Office
Oregon
$996K -$158K -546 -19%
SOS
1143
Silver Oak Securities
Tennessee
$995K +$12.4K +43 +2%
RFC
1144
Regions Financial Corp
Alabama
$992K +$57.3K +198 +9%
UAG
1145
United Advisor Group
Ohio
$990K +$664K +2,295 New
LI
1146
LRI Investments
Florida
$986K +$130K +448 +24%
WWG
1147
West Wealth Group
California
$983K +$39.6K +137 +6%
MGIA
1148
Moneta Group Investment Advisors
Missouri
$978K +$173K +598 +36%
LL
1149
LPWM LLC
Minnesota
$978K – – –
WAP
1150
Wealthcare Advisory Partners
Pennsylvania
$977K -$135K -467 -17%
44 45
46
47 48