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Dell
DELL

Name Holding Trade Value Shares
Change 		Change in
Stake
IWA
1601
Icon Wealth Advisors
Texas
$333K +$223K +771 New
AMM
1602
American Money Management
California
$333K +$223K +771 New
NW
1603
Naviter Wealth
Arkansas
$331K +$222K +768 New
SAM
1604
Sagewood Asset Management
New York
$330K +$222K +766 New
DBRC
1605
D.B. Root & Company
Pennsylvania
$328K +$220K +760 New
YIA
1606
YHB Investment Advisors
Connecticut
$327K +$220K +759 New
FC
1607
Fusion Capital
South Carolina
$327K +$219K +758 New
OPWM
1608
Oakwell Private Wealth Management
Texas
$327K +$219K +758 New
PHWA
1609
Petersen Hastings Wealth Advisors
Washington
$326K +$219K +756 New
RWA
1610
Redhawk Wealth Advisors
Minnesota
$326K +$218K +755 New
1WM
1611
1900 Wealth Management
Texas
$325K +$218K +754 New
MWS
1612
MFA Wealth Services
California
$325K +$218K +754 New
QFP
1613
Quantum Financial Partners
Kansas
$324K +$218K +752 New
SIS
1614
Sound Income Strategies
Florida
$324K +$50K +173 +30%
RCM
1615
RB Capital Management
Nevada
$323K +$216K +748 New
BCM
1616
Beck Capital Management
Texas
$320K +$215K +742 New
GJWM
1617
Gilliland Jeter Wealth Management
Arkansas
$320K +$214K +741 New
ANTB
1618
AMG National Trust Bank
Colorado
$320K +$214K +741 New
BFC
1619
Blue Fin Capital
Rhode Island
$319K +$214K +740 New
EFG
1620
Embree Financial Group
Illinois
$318K -$152K -524 -42%
FWA
1621
FSM Wealth Advisors
Ohio
$318K +$213K +737 New
EP
1622
Evelyn Partners
$318K +$213K +737 New
SLG
1623
Stanley-Laman Group
Pennsylvania
$318K +$213K +736 New
SWM
1624
Stronghold Wealth Management
Florida
$317K +$212K +734 New
CAM
1625
Costello Asset Management
Pennsylvania
$317K +$3.47K +12 +2%
63 64
65
66 67