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Dell
DELL

Name Holding Trade Value Shares
Change 		Change in
Stake
HDIM
1901
Hanson & Doremus Investment Management
Vermont
$173K – – –
SWIM
1902
Smallwood Wealth Investment Management
New Jersey
$173K -$4.63K -16 -4%
JWA
1903
JFS Wealth Advisors
Pennsylvania
$166K +$868 +3 +0.8%
PS
1904
Pinney & Scofield
Massachusetts
$164K – – –
CFFP
1905
Center for Financial Planning
Michigan
$161K – – –
1M
1906
1248 Management
Missouri
$159K – – –
FCT
1907
First Community Trust
Iowa
$157K +$44.8K +155 +74%
PS
1908
Planning Strategies
Pennsylvania
$157K +$105K +363 New
MWPCG
1909
Measured Wealth Private Client Group
New Hampshire
$156K -$13K -45 -11%
BC
1910
Barrett & Company
Rhode Island
$155K -$11.6K -40 -10%
ETS
1911
ESL Trust Services
New York
$154K – – –
UOTTAIMCU
1912
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
$154K – – –
EF
1913
Entrust Financial
Pennsylvania
$148K – – –
FC
1914
Financial Consulate
Maryland
$141K -$1.45K -5 -2%
BIA
1915
Bell Investment Advisors
California
$140K +$578 +2 +0.6%
C
1916
Covestor
United Kingdom
$139K -$121K -418 -56%
BWA
1917
Basecamp Wealth Advisors
Washington
$133K +$5.5K +19 +7%
S
1918
Sachetta
Massachusetts
$133K -$16.5K -57 -16%
SVWA
1919
Sarver Vrooman Wealth Advisors
Missouri
$131K -$15.9K -55 -15%
VFM
1920
Vision Financial Markets
Connecticut
$131K -$28.9K -100 -25%
PR
1921
Payden & Rygel
California
$129K +$86.8K +300 New
W
1922
WealthCollab
Washington
$128K +$3.76K +13 +5%
BDPWM
1923
Barnes Dennig Private Wealth Management
Ohio
$126K -$73.2K -253 -46%
CVM
1924
Cheviot Value Management
California
$124K +$289 +1 +0.3%
WAG
1925
Wilkerson Advisory Group
Missouri
$123K +$65.7K +227 +391%
75 76
77
78 79