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Dell
DELL

Name Holding Trade Value Shares
Change 		Change in
Stake
AWE
1276
Avidian Wealth Enterprises
Texas
$705K +$137K +474 +41%
MA
1277
MONECO Advisors
Connecticut
$704K +$472K +1,632 New
AP
1278
Advisortrust Partners
North Carolina
$703K +$37.3K +129 +9%
WIP
1279
WealthCare Investment Partners
Rhode Island
$702K +$289 +1 +0.1%
TCBWMS
1280
Texas Capital Bank Wealth Management Services
Texas
$701K +$46K +159 +11%
SH
1281
SLT Holdings
Arizona
$701K +$65.1K +225 +16%
SOAMC
1282
Spirit of America Management Corp
New York
$701K – – –
SHA
1283
Seneca House Advisors
Virginia
$700K +$3.76K +13 +0.8%
MLM
1284
Mount Lucas Management
Pennsylvania
$699K +$469K +1,620 New
NG
1285
Norden Group
Utah
$699K +$47.4K +164 +11%
IAS
1286
Investment Advisory Services
Texas
$693K +$465K +1,606 New
SC
1287
Sapient Capital
Indiana
$689K -$2.6K -9 -0.6%
BPFA
1288
Barnes Pettey Financial Advisors
Mississippi
$685K – – –
MG
1289
Mather Group
Illinois
$682K -$31.5K -109 -6%
CAM
1290
Cidel Asset Management
Ontario, Canada
$679K -$18.5K -64 -4%
IA
1291
Inspire Advisors
Idaho
$674K -$11K -38 -2%
BFA
1292
Beacon Financial Advisory
Ohio
$674K +$18.2K +63 +4%
SAA
1293
Southeast Asset Advisors
Georgia
$669K +$43.4K +150 +11%
LA
1294
LVW Advisors
New York
$669K +$1.74K +6 +0.4%
NAMP
1295
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$667K – – –
MVF
1296
Markin Volterra Fund
New York
$665K +$446K +1,541 New
RE
1297
Rydar Equities
Texas
$663K -$102K -354 -17%
RS
1298
Rakuten Securities
Japan
$659K +$285K +985 +181%
IGAM
1299
iA Global Asset Management
Quebec, Canada
$657K -$259K -896 -37%
AHL
1300
Abel Hall LLC
Louisiana
$651K +$2.31K +8 +0.5%
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