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Dell
DELL

Name Holding Trade Value Shares
Change 		Change in
Stake
SIS
1226
Sound Income Strategies
Florida
$67.5K +$5.84K +45 +12%
SWIM
1227
Smallwood Wealth Investment Management
New Jersey
$66.6K – – –
CFD
1228
Creative Financial Designs
Indiana
$65.8K -$74K -570 -55%
HIA
1229
Harbor Investment Advisory
Maryland
$64.1K -$3.89K -30 -6%
TIM
1230
Tortoise Investment Management
New York
$62.7K +$389 +3 +0.7%
QC
1231
Quent Capital
New York
$62.5K +$57.2K +441 New
TCOV
1232
Trust Company of Vermont
Vermont
$62K +$47.5K +366 +515%
HDIM
1233
Hanson & Doremus Investment Management
Vermont
$57K – – –
MCM
1234
MV Capital Management
Maryland
$57K – – –
HAP
1235
Harbor Asset Planning
Massachusetts
$56.9K – – –
JGIA
1236
Jackson Grant Investment Advisers
Connecticut
$56.9K – – –
HWM
1237
Hemington Wealth Management
Virginia
$56K -$4.41K -34 -8%
PB
1238
Pinnacle Bancorp
Nebraska
$54.2K – – –
PS
1239
Pinney & Scofield
Massachusetts
$54K – – –
PC
1240
Promus Capital
Illinois
$51.9K – – –
WA
1241
Westfuller Advisors
New York
$51K +$46.7K +360 New
ETS
1242
ESL Trust Services
New York
$50.6K – – –
JWA
1243
JFS Wealth Advisors
Pennsylvania
$50.5K +$130 +1 +0.3%
S
1244
Sachetta
Massachusetts
$50K -$8.3K -64 -15%
CFFP
1245
Center for Financial Planning
Michigan
$48.9K – – –
CPG
1246
Cornerstone Planning Group
New Jersey
$48.6K -$705K -5,435 -86%
CT
1247
Caldwell Trust
Florida
$48.2K – – –
FHC
1248
First Horizon Corporation
Tennessee
$47.6K +$43.6K +336 New
CVM
1249
Cheviot Value Management
California
$47K – – –
HFS
1250
Hughes Financial Services
Virginia
$46.8K -$908 -7 -2%
48 49
50
51 52