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Dell
DELL

Name Holding Trade Value Shares
Change 		Change in
Stake
CFFP
1176
Center for Financial Planning
Michigan
$42.3K – – –
BIA
1177
Bell Investment Advisors
California
$42.2K +$3.78K +37 +12%
CT
1178
Caldwell Trust
Florida
$41.7K – – –
VFM
1179
Vision Financial Markets
Connecticut
$40.3K +$102 +1 +0.3%
CWM
1180
Crowley Wealth Management
Delaware
$39.7K – – –
CVM
1181
Cheviot Value Management
California
$39.2K +$102 +1 +0.4%
MWA
1182
Medallion Wealth Advisors
Connecticut
$37.7K – – –
FFO
1183
Fortitude Family Office
Arizona
$37.5K -$4.6K -45 -13%
HWA
1184
Heritage Wealth Advisors
Virginia
$37.4K – – –
SWA
1185
SOA Wealth Advisors
New York
$37.3K +$1.53K +15 +5%
JEST
1186
JTC Employer Solutions Trustee
Jersey
$35K – – –
PWA
1187
Provenance Wealth Advisors
Florida
$34.6K – – –
ST
1188
Smithfield Trust
Pennsylvania
$34K -$76.7K -750 -73%
CT
1189
Clearstead Trust
Maine
$33.8K -$85.9K -840 -75%
ECM
1190
Eisler Capital Management
United Kingdom
$33.7K -$1.67M -16,348 -98%
SOW
1191
State of Wyoming
Wyoming
$33.5K +$27.9K +273 New
FC
1192
Fairscale Capital
New Hampshire
$33.4K – – –
LAM
1193
LOM Asset Management
$33K +$27.1K +265 New
TPWA
1194
Twin Peaks Wealth Advisors
California
$31.9K +$23K +225 New
NC
1195
NewSquare Capital
Pennsylvania
$31.1K +$12.8K +125 +97%
W
1196
WealthCollab
Washington
$31K +$11.7K +114 +82%
KB
1197
Kimelman & Baird
New York
$30.9K – – –
TFA
1198
Toth Financial Advisory
Virginia
$30.9K – – –
JFGIW
1199
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$30.8K +$10.2K +100 +66%
CMP
1200
Coston McIsaac & Partners
Maine
$30K -$22.4K -219 -47%
46 47
48
49 50