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Dell
DELL

Name Holding Trade Value Shares
Change 		Change in
Stake
AIM
1226
Advyzon Investment Management
Illinois
$812K +$544K +1,882 New
SBFM
1227
S-Bank Fund Management
Finland
$812K +$544K +1,881 New
AWM
1228
Aries Wealth Management
Maine
$812K – – –
IC
1229
IKE Capital
New York
$806K – – –
DWA
1230
Douglass Winthrop Advisors
New York
$805K +$540K +1,866 New
BW
1231
BXM Wealth
Colorado
$804K +$43.4K +150 +9%
JWM
1232
Jeppson Wealth Management
California
$803K -$24.6K -85 -4%
SACTSONJ
1233
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$800K -$53.8K -186 -9%
WWM
1234
Western Wealth Management
Colorado
$800K -$117K -403 -18%
OC
1235
Opal Capital
Florida
$791K +$530K +1,833 New
CTC
1236
Central Trust Company
Missouri
$786K +$61.9K +214 +13%
NWA
1237
Navis Wealth Advisors
New York
$785K -$140K -483 -21%
DE
1238
Defiance ETFs
New York
$785K +$534K +1,845 New
BHFP
1239
Blom & Howell Financial Planning
California
$783K -$4.34K -15 -0.8%
MCM
1240
Magnolia Capital Management
New York
$783K – – –
MWM
1241
Manske Wealth Management
Texas
$777K -$21.1K -73 -4%
CUAMC
1242
China Universal Asset Management Company
China
$777K +$521K +1,800 New
SAM
1243
SP Asset Management
California
$775K -$16.2K -56 -3%
AFT
1244
Alpha Family Trust
California
$772K – – –
CWM
1245
Centurion Wealth Management
Virginia
$772K +$95.7K +331 +23%
SAM
1246
Smartleaf Asset Management
Massachusetts
$770K – – –
EFSCE
1247
Enterprise Financial Services Corp (EFSC)
Missouri
$761K +$510K +1,763 New
SF
1248
Symphony Financial
Texas
$759K +$513K +1,775 New
ANBT
1249
American National Bank & Trust
Texas
$759K – – –
FFP
1250
FourThought Financial Partners
Florida
$758K +$508K +1,756 New
48 49
50
51 52