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Broadcom
AVGO

Name Holding Trade Value Shares
Change 		Change in
Stake
AR
851
Advisory Research
Illinois
$575K -$7.11K -250 -1%
CRWM
852
Castle Rock Wealth Management
California
$575K +$523K +18,380 New
GCM
853
Gladius Capital Management
Illinois
$561K +$176K +6,180 +44%
GSWM
854
Golden State Wealth Management
California
$560K -$189K -6,650 -25%
TCM
855
Traynor Capital Management
Pennsylvania
$559K +$356K +12,530 +162%
NAM
856
NorthCoast Asset Management
Connecticut
$554K +$37.2K +1,310 +7%
PP
857
Paloma Partners
Connecticut
$552K -$17.1M -601,930 -97%
MAM
858
Morse Asset Management
Connecticut
$552K – – –
EMG
859
Ellington Management Group
Connecticut
$552K +$569K +20,000 New
FHA
860
Flagship Harbor Advisors
Massachusetts
$551K -$54.6K -1,920 -9%
JIR
861
James Investment Research
Ohio
$549K -$1.22M -42,950 -68%
II
862
Inspire Investing
Idaho
$548K -$93.8K -3,300 -14%
IEFM
863
IQ EQ Fund Management
Ireland
$547K -$82.2K -2,890 -13%
SFSIG
864
San Francisco Sentry Investment Group
California
$540K +$68.5K +2,410 +14%
RCG
865
Rock Creek Group
District of Columbia
$537K -$175K -6,170 -24%
MOS
866
MGO One Seven
Ohio
$536K +$30.1K +1,060 +6%
RCM
867
RB Capital Management
Nevada
$536K +$34.7K +1,220 +7%
RTC
868
Riverview Trust Company
Washington
$534K – – –
PWM
869
Perigon Wealth Management
California
$526K -$1.99K -70 -0.4%
CPR
870
CSU Producer Resources
Ohio
$525K – – –
ACS
871
Archford Capital Strategies
Illinois
$525K +$152K +5,360 +39%
SFFS
872
Stonehage Fleming Financial Services
Jersey
$522K – – –
APP
873
Avantax Planning Partners
Iowa
$517K -$133K -4,690 -20%
BDF
874
Balasa Dinverno & Foltz
$515K -$100K -3,520 -16%
FNT
875
First National Trust
Pennsylvania
$515K -$46.3K -1,630 -8%
33 34
35
36 37