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Dell
DELL

Name Holding Trade Value Shares
Change 		Change in
Stake
BFS
2001
Bare Financial Services
Pennsylvania
$37.1K +$5.21K +18 +26%
WTA
2002
Washington Trust Advisors
Massachusetts
$36.2K -$6.65K -23 -21%
SFCL
2003
Strengthening Families & Communities LLC
Massachusetts
$36.2K +$868 +3 +4%
CMA
2004
Cedar Mountain Advisors
Oregon
$35.8K +$578 +2 +2%
AW
2005
Avion Wealth
Texas
$35K +$6.07K +21 +34%
CFS
2006
CGC Financial Services
Oregon
$34.1K – – –
TCM
2007
TD Capital Management
Tennessee
$34.1K – – –
IA
2008
IFS Advisors
Kansas
$32.4K – – –
STB
2009
S&T Bank
Pennsylvania
$31.9K +$15K +52 +236%
BW
2010
Basepoint Wealth
Iowa
$31.6K – – –
BGAI
2011
Bruce G. Allen Investments
Colorado
$31.1K -$3.18K -11 -13%
RCM
2012
Richardson Capital Management
Wisconsin
$31.1K – – –
MSWM
2013
Mowery & Schoenfeld Wealth Management
Illinois
$30.3K – – –
WPWM
2014
Western Pacific Wealth Management
Illinois
$30.2K – – –
DAM
2015
Delta Asset Management
Tennessee
$29.3K – – –
SSG
2016
Summit Securities Group
New York
$28.9K +$5.21K +18 +37%
RWM
2017
RMG Wealth Management
Wisconsin
$28.6K – – –
DWM
2018
Darwin Wealth Management
Florida
$28.3K – – –
SGFG
2019
Silver Grove Financial Group
New York
$28K +$18.8K +65 New
CFM
2020
Cornerstone Financial Management
Massachusetts
$27.6K +$6.65K +23 +56%
TCA
2021
Trifecta Capital Advisors
Illinois
$27.2K – – –
RWS
2022
Retirement Wealth Solutions
Wisconsin
$27.2K +$1.74K +6 +11%
NSG
2023
Nalls Sherbakoff Group
Tennessee
$26.8K – – –
DWA
2024
Delos Wealth Advisors
Texas
$26.8K +$17.9K +62 New
PCFFS
2025
Pacific Center for Financial Services
California
$25.5K – – –
79 80
81
82 83