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Dell
DELL

Name Holding Trade Value Shares
Change 		Change in
Stake
WPW
1251
Waldron Private Wealth
Pennsylvania
$242K +$197K +1,475 New
KCM
1252
Kennedy Capital Management
Missouri
$242K +$196K +1,473 New
RIP
1253
RAM Investment Partners
Washington
$241K +$196K +1,469 New
PL
1254
Plancorp LLC
Missouri
$241K +$181K +1,355 New
TCBWMS
1255
Texas Capital Bank Wealth Management Services
Texas
$241K +$195K +1,466 New
CT
1256
Chicago Trust
Illinois
$240K +$195K +1,463 New
CWM
1257
Centurion Wealth Management
Virginia
$239K +$194K +1,458 New
NG
1258
Norden Group
Utah
$239K +$194K +1,456 New
CCM
1259
Cinctive Capital Management
New York
$237K +$193K +1,445 New
PWPS
1260
Pinnacle Wealth Planning Services
Ohio
$237K +$25.3K +190 +15%
BWL
1261
Bogart Wealth LLC
Virginia
$236K +$2.67K +20 +1%
KFGK
1262
Keystone Financial Group (Kentucky)
Kentucky
$236K +$192K +1,438 New
MAM
1263
Mystic Asset Management
Rhode Island
$234K +$190K +1,427 New
CP
1264
Canopy Partners
Ohio
$234K +$190K +1,425 New
AF
1265
Advisornet Financial
Minnesota
$234K +$133 +1 +0.1%
FPW
1266
Flagship Private Wealth
Massachusetts
$234K +$190K +1,424 New
EV
1267
EJMK Ventures
Illinois
$234K +$190K +1,423 New
BMWS
1268
Brady Martz Wealth Solutions
North Dakota
$231K +$188K +1,409 New
ORC
1269
O'Rourke & Company
Massachusetts
$231K -$36K -270 -16%
MHR
1270
Matthew Hamilton Rosenberg
$231K – – –
SA
1271
Sonoma Allocations
California
$231K +$173K +1,297 New
MA
1272
Modus Advisors
Minnesota
$230K -$7.33K -55 -4%
SH
1273
SLT Holdings
Arizona
$230K -$66.6K -500 -26%
CAG
1274
Centerpoint Advisory Group
Kansas
$230K +$187K +1,400 New
GWM
1275
GoalFusion Wealth Management
Texas
$230K +$187K +1,400 New
49 50
51
52 53