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Dell
DELL

Name Holding Trade Value Shares
Change 		Change in
Stake
RFP
1226
Root Financial Partners
California
$152K -$986 -7 -0.6%
CMBA
1227
C.M. Bidwell & Associates
Hawaii
$152K +$170K +1,208 New
AW
1228
Ankerstar Wealth
Texas
$150K +$168K +1,192 New
WAU
1229
Wellington-Altus USA
Manitoba, Canada
$150K +$168K +1,190 New
TSMHT
1230
Thurston Springer Miller Herd & Titak
Indiana
$146K +$130K +923 +388%
OWP
1231
ORG Wealth Partners
Texas
$141K – – –
WPA
1232
Wealth Preservation Advisors
Tennessee
$140K +$1.27K +9 +0.8%
CFO
1233
CVA Family Office
Colorado
$139K -$4.79K -34 -3%
1IA
1234
1620 Investment Advisors
Massachusetts
$137K +$29K +206 +23%
VEA
1235
Virtus ETF Advisers
New York
$137K +$48.6K +345 +47%
AWM
1236
Ameliora Wealth Management
Switzerland
$133K – – –
MPWT
1237
MassMutual Private Wealth & Trust
Connecticut
$133K +$6.34K +45 +4%
PFBT
1238
Parkside Financial Bank & Trust
Missouri
$132K +$6.34K +45 +4%
SIC
1239
SJS Investment Consulting
Ohio
$131K -$4.79K -34 -3%
WTC
1240
WhitTier Trust Company
Nevada
$131K -$16.3K -116 -10%
BCWM
1241
Bartlett & Co Wealth Management
Ohio
$130K +$14.1K +100 +11%
KFP
1242
Kerr Financial Planning
California
$130K -$113K -799 -41%
PR
1243
Payden & Rygel
California
$126K -$56.3K -400 -29%
AFG
1244
Albion Financial Group
Utah
$126K – – –
NFSG
1245
Newbridge Financial Services Group
Florida
$125K -$33.8K -240 -19%
RCM
1246
Raleigh Capital Management
North Carolina
$123K +$5.92K +42 +4%
CLOS
1247
Compagnie Lombard Odier SCmA
Switzerland
$122K – – –
CH
1248
Cromwell Holdings
Wyoming
$119K +$19.9K +141 +18%
TCM
1249
Triumph Capital Management
Colorado
$112K +$125K +887 New
AG
1250
AmeriFlex Group
Nevada
$107K +$120K +849 +42,450%
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