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Dell
DELL

Name Holding Trade Value Shares
Change 		Change in
Stake
AWA
1726
Adapt Wealth Advisors
Georgia
$272K +$182K +630 New
NHC
1727
Nicholas Hoffman & Company
Georgia
$272K +$182K +630 New
JWWM
1728
Johnson & White Wealth Management
Pennsylvania
$270K +$181K +626 New
1SB
1729
1ST Source Bank
Indiana
$270K +$181K +625 New
ALA
1730
Atlas Legacy Advisors
California
$269K +$224K +773 New
SIAG
1731
Signet Investment Advisory Group
Rhode Island
$268K +$179K +620 New
AWC
1732
Abundance Wealth Counselors
Pennsylvania
$268K +$179K +620 New
AIM
1733
Avity Investment Management
Connecticut
$268K +$179K +620 New
TH
1734
TCTC Holdings
Texas
$267K +$179K +619 New
HCM
1735
Hollencrest Capital Management
California
$266K +$37.6K +130 +27%
SWGC
1736
Summit Wealth Group (Colorado)
Colorado
$265K +$178K +615 New
FHC
1737
First Heartland Consultants
Missouri
$265K +$178K +615 New
VPW
1738
Vericrest Private Wealth
Pennsylvania
$265K +$178K +615 New
DE
1739
Diversified Enterprises
Delaware
$265K +$178K +614 New
WRPWM
1740
Werba Rubin Papier Wealth Management
California
$265K +$177K +613 New
CWA
1741
Consilio Wealth Advisors
Washington
$264K +$177K +613 New
CWM
1742
Concentrum Wealth Management
California
$264K +$177K +611 New
HIM
1743
Hanlon Investment Management
New Jersey
$261K +$175K +606 New
IAG
1744
Investment Advisory Group
Massachusetts
$260K +$174K +603 New
RSWM
1745
Robertson Stephens Wealth Management
California
$260K +$174K +603 New
FAL
1746
Focused Alpha LLC
Colorado
$260K +$174K +602 New
WB
1747
Webster Bank
Connecticut
$259K – – –
BO
1748
Bank OZK
Arkansas
$259K +$174K +600 New
RWM
1749
RBA Wealth Management
California
$259K +$174K +600 New
JFGIW
1750
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$258K +$50.6K +175 +41%
68 69
70
71 72