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Dell
DELL

Name Holding Trade Value Shares
Change 		Change in
Stake
RFP
1576
Root Financial Partners
California
$355K -$161K -557 -40%
MTIM
1577
Marathon Trading Investment Management
Pennsylvania
$354K +$237K +820 New
CCG
1578
Chatham Capital Group
Georgia
$352K +$236K +815 New
DC
1579
Darrow Company
Massachusetts
$351K +$235K +813 New
IA
1580
IFG Advisors
Missouri
$351K +$235K +813 New
LWM
1581
Lodestone Wealth Management
Washington
$350K -$6.94K -24 -3%
NC
1582
North Capital
Utah
$350K +$235K +811 New
CA
1583
COFG Advisors
Illinois
$349K +$234K +809 New
WA
1584
Wealth Architects
California
$349K +$234K +808 New
CM
1585
Cercano Management
Washington
$349K -$6.94M -24,003 -97%
OCM
1586
One Capital Management
California
$348K – – –
RCG
1587
Regatta Capital Group
California
$348K +$233K +806 New
MHIC
1588
Marble Harbor Investment Counsel
Massachusetts
$347K +$233K +804 New
CC
1589
Capital Counsel
New York
$346K +$232K +803 New
FCMC
1590
Founders Capital Management (Connecticut)
Connecticut
$346K +$232K +803 New
FEM
1591
Fulcrum Equity Management
Texas
$346K +$232K +802 New
TCM
1592
TABR Capital Management
California
$343K +$230K +794 New
MAWA
1593
Moss Adams Wealth Advisors
Washington
$342K +$229K +792 New
OL
1594
OneFund LLC
Florida
$341K -$10.7K -37 -4%
KFP
1595
KMG Fiduciary Partners
Ohio
$341K -$8.05M -27,832 -97%
GI
1596
GAMCO Investors
Connecticut
$341K -$674K -2,330 -75%
LSIA
1597
LaSalle St. Investment Advisors
Illinois
$339K +$227K +786 New
DCM
1598
Dudley Capital Management
Virginia
$339K +$227K +785 New
CCM
1599
Crew Capital Management
Ohio
$338K +$227K +784 New
EWA
1600
Evolution Wealth Advisors
Florida
$338K +$227K +784 New
62 63
64
65 66