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Dell
DELL

Name Holding Trade Value Shares
Change 		Change in
Stake
KFP
1451
Kerr Financial Planning
California
$465K +$289 +1 +0.1%
AG
1452
AmeriFlex Group
Nevada
$462K +$63.3K +219 +26%
KP
1453
Keel Point
Alabama
$461K -$78.4K -271 -20%
GWM
1454
GoalFusion Wealth Management
Texas
$460K -$96.3K -333 -24%
LCM
1455
LCM Capital Management
Illinois
$460K +$308K +1,066 New
OAM
1456
Ostrum Asset Management
France
$458K -$941K -3,254 -75%
CAWM
1457
Capital Advisors Wealth Management
Washington
$458K +$307K +1,062 New
GEA
1458
Glen Eagle Advisors
New Jersey
$458K -$1.74K -6 -0.6%
PWP
1459
Private Wealth Partners
California
$458K +$307K +1,061 New
AC
1460
Addison Capital
Pennsylvania
$457K -$541K -1,871 -64%
CPWM
1461
Cypress Point Wealth Management
Texas
$455K +$305K +1,054 New
GTWM
1462
Global Trust Wealth Management
Florida
$454K +$305K +1,053 New
SIC
1463
Shoker Investment Counsel
Ohio
$454K +$304K +1,052 New
RFA
1464
Register Financial Advisors
Georgia
$453K +$303K +1,049 New
SWM
1465
Salvus Wealth Management
New Jersey
$451K +$302K +1,045 New
VAMG
1466
Voisard Asset Management Group
Michigan
$451K +$302K +1,045 New
LWM
1467
Langley Wealth Management
Mississippi
$450K +$302K +1,044 New
RPGK
1468
Retirement Planning Group (Kansas)
Kansas
$449K +$301K +1,041 New
SFG
1469
Strive Financial Group
Indiana
$447K +$212K +734 +243%
SIA
1470
Schear Investment Advisers
Ohio
$446K +$299K +1,033 New
CWS
1471
Cypress Wealth Services
California
$445K -$69.4K -240 -19%
CWM
1472
Connecticut Wealth Management
Connecticut
$444K +$298K +1,030 New
TWM
1473
TRB Wealth Management
Texas
$444K +$298K +1,030 New
WPA
1474
Wealth Preservation Advisors
Tennessee
$442K -$2.6K -9 -0.9%
GC
1475
Globeflex Capital
California
$441K – – –
57 58
59
60 61