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Dell
DELL

Name Holding Trade Value Shares
Change 		Change in
Stake
CA
1251
CV Advisors
Florida
$242K +$197K +1,476 New
TWM
1252
Tradition Wealth Management
Minnesota
$242K -$93.8K -704 -32%
MA
1253
MSA Advisors
California
$242K +$197K +1,475 New
WPW
1254
Waldron Private Wealth
Pennsylvania
$242K +$197K +1,475 New
KCM
1255
Kennedy Capital Management
Missouri
$242K +$196K +1,473 New
RIP
1256
RAM Investment Partners
Washington
$241K +$196K +1,469 New
PL
1257
Plancorp LLC
Missouri
$241K +$181K +1,355 New
TCBWMS
1258
Texas Capital Bank Wealth Management Services
Texas
$241K +$195K +1,466 New
CT
1259
Chicago Trust
Illinois
$240K +$195K +1,463 New
CWM
1260
Centurion Wealth Management
Virginia
$239K +$194K +1,458 New
NG
1261
Norden Group
Utah
$239K +$194K +1,456 New
CCM
1262
Cinctive Capital Management
New York
$237K +$193K +1,445 New
PWPS
1263
Pinnacle Wealth Planning Services
Ohio
$237K +$25.3K +190 +15%
BWL
1264
Bogart Wealth LLC
Virginia
$236K +$2.67K +20 +1%
KFGK
1265
Keystone Financial Group (Kentucky)
Kentucky
$236K +$192K +1,438 New
MAM
1266
Mystic Asset Management
Rhode Island
$234K +$190K +1,427 New
CP
1267
Canopy Partners
Ohio
$234K +$190K +1,425 New
AF
1268
Advisornet Financial
Minnesota
$234K +$133 +1 +0.1%
FPW
1269
Flagship Private Wealth
Massachusetts
$234K +$190K +1,424 New
EV
1270
EJMK Ventures
Illinois
$234K +$190K +1,423 New
BMWS
1271
Brady Martz Wealth Solutions
North Dakota
$231K +$188K +1,409 New
ORC
1272
O'Rourke & Company
Massachusetts
$231K -$36K -270 -16%
MHR
1273
Matthew Hamilton Rosenberg
$231K – – –
SA
1274
Sonoma Allocations
California
$231K +$173K +1,297 New
MA
1275
Modus Advisors
Minnesota
$230K -$7.33K -55 -4%
49 50
51
52 53