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AVGO

Name Holding Trade Value Shares
Change 		Change in
Stake
SIC
801
SFE Investment Counsel
California
$11.1M -$1.86M -15,020 -15%
TC
802
TownSquare Capital
Utah
$11.1M +$601K +4,850 +6%
BIM
803
Baldwin Investment Management
Pennsylvania
$11M -$315K -2,540 -3%
DGM
804
Delta Global Management
New York
$11M -$6.9M -55,700 -40%
MA
805
Mutual Advisors
Nebraska
$10.9M -$736K -5,940 -7%
OIA
806
OneDigital Investment Advisors
Kansas
$10.9M -$278K -2,240 -3%
GVAG
807
Great Valley Advisor Group
Delaware
$10.9M -$4.29M -34,600 -30%
RPA
808
Rock Point Advisors
Vermont
$10.9M -$3.57M -28,840 -26%
WHG
809
Westwood Holdings Group
Texas
$10.8M -$1.85M -14,900 -15%
GFG
810
Greystone Financial Group
Michigan
$10.8M -$1.52M -12,230 -13%
SWM
811
SeaCrest Wealth Management
New York
$10.8M -$18.6K -150 -0.2%
GWM
812
Geneos Wealth Management
Colorado
$10.7M +$3.43M +27,670 +52%
HIP
813
HUB Investment Partners
Texas
$10.6M +$1.86M +15,020 +23%
KFBMI
814
Kentucky Farm Bureau Mutual Insurance
Kentucky
$10.6M – – –
ACM
815
Alight Capital Management
New York
$10.6M +$9.91M +80,000 New
HB
816
HTLF Bank
Colorado
$10.6M -$3M -24,220 -23%
EWA
817
EverSource Wealth Advisors
Alabama
$10.5M -$107K -860 -1%
VWA
818
Visionary Wealth Advisors
Illinois
$10.5M -$1.81M -14,630 -16%
SC
819
Savoie Capital
Illinois
$10.5M +$1.47M +11,850 +18%
VLKIM
820
Van Lanschot Kempen Investment Management
Netherlands
$10.4M +$9.7M +78,280 +20,072%
EI
821
EDMP Inc
Florida
$10.4M -$32.2K -260 -0.3%
KIA
822
KCM Investment Advisors
California
$10.4M -$81.8K -660 -0.8%
NG
823
NWK Group
California
$10.4M +$266K +2,150 +3%
JAG
824
Journey Advisory Group
Kentucky
$10.4M +$498K +4,020 +5%
TCA
825
Troluce Capital Advisors
Puerto Rico
$10.3M +$9.66M +78,000 New
31 32
33
34 35