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Dell
DELL

Name Holding Trade Value Shares
Change 		Change in
Stake
SWAG
2001
Spectrum Wealth Advisory Group
California
$43.6K +$29.2K +101 New
MO
2002
McMillan Office
Michigan
$43.1K – – –
CFP
2003
Comprehensive Financial Planning
Pennsylvania
$43.1K +$28.9K +100 New
TCM
2004
Tradewinds Capital Management
Washington
$42.3K +$19.7K +68 +227%
AP
2005
Atwood & Palmer
Missouri
$41.4K +$24.9K +86 +860%
MSWA
2006
Marshall & Sterling Wealth Advisors
New York
$40.4K +$289 +1 +1%
EFMH
2007
E Fund Management (HK)
Hong Kong
$40.1K +$19.4K +67 +258%
VR
2008
Vision Retirement
New Jersey
$39.5K +$14.2K +49 +114%
ACA
2009
American Capital Advisory
Idaho
$39.3K -$6.65K -23 -20%
CC
2010
Corsicana & Co
Texas
$38.8K – – –
FCAS
2011
First Command Advisory Services
Texas
$38.8K – – –
BFS
2012
Bare Financial Services
Pennsylvania
$37.1K +$5.21K +18 +26%
WTA
2013
Washington Trust Advisors
Massachusetts
$36.2K -$6.65K -23 -21%
SFCL
2014
Strengthening Families & Communities LLC
Massachusetts
$36.2K +$868 +3 +4%
CMA
2015
Cedar Mountain Advisors
Oregon
$35.8K +$578 +2 +2%
AW
2016
Avion Wealth
Texas
$35K +$6.07K +21 +34%
CFS
2017
CGC Financial Services
Oregon
$34.1K – – –
TCM
2018
TD Capital Management
Tennessee
$34.1K – – –
PFG
2019
Premier Financial Group
California
$34.1K +$22.8K +79 New
IA
2020
IFS Advisors
Kansas
$32.4K – – –
STB
2021
S&T Bank
Pennsylvania
$31.9K +$15K +52 +236%
BW
2022
Basepoint Wealth
Iowa
$31.6K – – –
PWA
2023
Principia Wealth Advisory
Texas
$31.5K +$578 +2 +3%
BGAI
2024
Bruce G. Allen Investments
Colorado
$31.1K -$3.18K -11 -13%
RCM
2025
Richardson Capital Management
Wisconsin
$31.1K – – –
79 80
81
82 83