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Dell
DELL

Name Holding Trade Value Shares
Change 		Change in
Stake
AW
1226
Ankerstar Wealth
Texas
$150K +$168K +1,192 New
TSMHT
1227
Thurston Springer Miller Herd & Titak
Indiana
$146K +$130K +923 +388%
OWP
1228
ORG Wealth Partners
Texas
$141K – – –
WPA
1229
Wealth Preservation Advisors
Tennessee
$140K +$1.27K +9 +0.8%
CFO
1230
CVA Family Office
Colorado
$139K -$4.79K -34 -3%
1IA
1231
1620 Investment Advisors
Massachusetts
$137K +$29K +206 +23%
VEA
1232
Virtus ETF Advisers
New York
$137K +$48.6K +345 +47%
AWM
1233
Ameliora Wealth Management
Switzerland
$133K – – –
MPWT
1234
MassMutual Private Wealth & Trust
Connecticut
$133K +$6.34K +45 +4%
PFBT
1235
Parkside Financial Bank & Trust
Missouri
$132K +$6.34K +45 +4%
SIC
1236
SJS Investment Consulting
Ohio
$131K -$4.79K -34 -3%
WTC
1237
WhitTier Trust Company
Nevada
$131K -$16.3K -116 -10%
BCWM
1238
Bartlett & Co Wealth Management
Ohio
$130K +$14.1K +100 +11%
KFP
1239
Kerr Financial Planning
California
$130K -$113K -799 -41%
PR
1240
Payden & Rygel
California
$126K -$56.3K -400 -29%
AFG
1241
Albion Financial Group
Utah
$126K – – –
NFSG
1242
Newbridge Financial Services Group
Florida
$125K -$33.8K -240 -19%
RCM
1243
Raleigh Capital Management
North Carolina
$123K +$5.92K +42 +4%
CLOS
1244
Compagnie Lombard Odier SCmA
Switzerland
$122K – – –
CH
1245
Cromwell Holdings
Wyoming
$119K +$19.9K +141 +18%
TCM
1246
Triumph Capital Management
Colorado
$112K +$125K +887 New
AG
1247
AmeriFlex Group
Nevada
$107K +$120K +849 +42,450%
AUB
1248
Atlantic Union Bankshares
Virginia
$107K +$24.7K +175 +26%
LWM
1249
Lodestone Wealth Management
Washington
$105K +$117K +833 New
OL
1250
OneFund LLC
Florida
$104K +$6.9K +49 +6%
48 49
50
51 52