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Broadcom
AVGO

Name Holding Trade Value Shares
Change 		Change in
Stake
MWA
826
Meridian Wealth Advisors
Texas
$964K +$136K +4,850 +19%
TA
827
TCG Advisors
Texas
$963K +$854K +30,510 New
9WM
828
9258 Wealth Management
Ohio
$962K +$4.48K +160 +0.5%
NFG
829
NewFocus Financial Group
Washington
$962K +$853K +30,480 New
IWS
830
Insight Wealth Strategies
California
$960K +$309K +11,040 +57%
WSTAM
831
Wilbanks Smith & Thomas Asset Management
Virginia
$955K +$40.6K +1,450 +5%
HAG
832
HighPoint Advisor Group
Illinois
$949K +$64.7K +2,310 +8%
CI
833
Clal Insurance
Israel
$947K – – –
LFM
834
Lumina Fund Management
New York
$947K – – –
BB
835
Busey Bank
Illinois
$938K -$48.1K -1,720 -5%
PCM
836
Palisade Capital Management
New Jersey
$931K -$462K -16,500 -36%
PSUF
837
People's United Financial
Connecticut
$925K -$116K -4,140 -12%
SFM
838
Signet Financial Management
New Jersey
$917K +$15.7K +560 +2%
BP
839
Ballentine Partners
Massachusetts
$915K -$193K -6,910 -19%
CCB
840
Cutter & Co Brokerage
Missouri
$915K +$33.3K +1,190 +4%
LC
841
LCNB Corp
Ohio
$910K +$6.44K +230 +0.8%
AWP
842
Ascent Wealth Partners
New York
$904K +$23.2K +830 +3%
RCA
843
Ranch Capital Advisors
Florida
$903K -$14K -500 -2%
SWMG
844
Signature Wealth Management Group
Georgia
$898K +$31.6K +1,130 +4%
PP
845
Patten & Patten
Tennessee
$896K +$56K +2,000 +8%
ISWM
846
Independent Solutions Wealth Management
New York
$891K +$195K +6,970 +33%
FQ
847
First Quadrant
California
$887K +$787K +28,110 New
HI
848
HBK Investments
Texas
$885K +$785K +28,040 New
BAS
849
Brown Advisory Securities
Maryland
$881K -$111K -3,980 -12%
MAFM
850
Mid Atlantic Financial Management
Pennsylvania
$880K +$155K +5,550 +25%
32 33
34
35 36