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Dell
DELL

Name Holding Trade Value Shares
Change 		Change in
Stake
MA
1951
Montag & Associates
Georgia
$91K – – –
WIM
1952
Westside Investment Management
California
$90.6K -$28.9K -100 -32%
AIM
1953
Anchor Investment Management
South Carolina
$87.7K +$5.21K +18 +10%
OC
1954
Oakworth Capital
Alabama
$87.6K – – –
WA
1955
Walsh & Associates
Florida
$86.3K -$28.9K -100 -33%
RAM
1956
Ramirez Asset Management
New York
$86.3K – – –
NEWAS
1957
N.E.W. Advisory Services
Wisconsin
$85.7K +$15K +52 +35%
PSB
1958
Piscataqua Savings Bank
New Hampshire
$85.4K – – –
MWA
1959
Medallion Wealth Advisors
Connecticut
$83.7K -$33.3K -115 -37%
UIC
1960
Uniplan Investment Counsel
Wisconsin
$80.9K +$54.1K +187 New
BIAS
1961
Beacon Investment Advisory Services
New Jersey
$80.7K +$2.02K +7 +4%
FFC
1962
First Financial Corp
Indiana
$80.7K – – –
CFG
1963
Chapman Financial Group
Hawaii
$78.1K +$24K +83 +85%
EWP
1964
Elevation Wealth Partners
California
$77.7K +$51.2K +177 +5,900%
ST
1965
Smithfield Trust
Pennsylvania
$73K – – –
TIM
1966
Thompson Investment Management
Wisconsin
$72.9K – – –
PMFA
1967
Plante Moran Financial Advisors
Michigan
$72.1K +$19.7K +68 +69%
GWP
1968
Gen-Wealth Partners
Michigan
$71.6K +$6.36K +22 +15%
CMP
1969
Coston McIsaac & Partners
Maine
$70K -$24.9K -86 -35%
LWCFA
1970
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$69.5K – – –
DF
1971
Downshift Financial
Colorado
$66.9K +$44.8K +155 New
RF
1972
Rossby Financial
Florida
$66.4K -$56.1K -194 -56%
SL
1973
Salomon & Ludwin
Virginia
$65.5K +$6.36K +22 +17%
CAM
1974
Close Asset Management
United Kingdom
$65K -$17.4K -60 -29%
UIA
1975
Ulland Investment Advisors
Minnesota
$65K – – –
77 78
79
80 81