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AVGO

Name Holding Trade Value Shares
Change 		Change in
Stake
KA
826
Kaizen Advisory
Illinois
$254K – – –
CAMG
827
CWA Asset Management Group
Florida
$251K -$114K -5,080 -33%
SMFS
828
Squar Milner Financial Services
California
$250K +$42.2K +1,880 +23%
PCG
829
Private Capital Group
Connecticut
$249K -$86.1K -3,840 -27%
SWM
830
SeaCrest Wealth Management
New York
$249K +$73.1K +3,260 +48%
QAM
831
QCI Asset Management
New York
$249K +$226K +10,100 New
PCA
832
Personal Capital Advisors
California
$248K -$27.6K -1,230 -11%
CL
833
CSS LLC
Illinois
$247K – – –
SIM
834
SSI Investment Management
California
$246K -$1.12K -50 -0.5%
SCP
835
Syntal Capital Partners
Texas
$246K – – –
HIC
836
Holderness Investments Company
North Carolina
$244K +$11.2K +500 +5%
NFG
837
Next Financial Group
Texas
$242K +$220K +9,790 New
RCM
838
RNC Capital Management
California
$239K +$217K +9,670 New
SB
839
Simmons Bank
Arkansas
$239K +$217K +9,670 New
PCP
840
Proficio Capital Partners
Massachusetts
$237K +$13.5K +600 +7%
WB
841
Webster Bank
Connecticut
$237K +$215K +9,580 New
LC
842
Lourd Capital
California
$237K +$215K +9,590 New
ECM
843
Evergreen Capital Management
Washington
$233K +$212K +9,450 New
QSS
844
Quantitative Systematic Strategies
Florida
$232K -$1.31M -58,260 -86%
CBU
845
CIBC Bank USA
Illinois
$231K – – –
CFD
846
Creative Financial Designs
Indiana
$230K +$181K +8,090 +647%
BFO
847
Biltmore Family Office
North Carolina
$228K – – –
SBIA
848
Sheaff Brock Investment Advisors
Indiana
$227K -$22K -980 -10%
MCM
849
Manchester Capital Management
Vermont
$227K – – –
BP
850
Ballentine Partners
Massachusetts
$226K -$5.16K -230 -2%
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35 36