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Broadcom
AVGO

Name Holding Trade Value Shares
Change 		Change in
Stake
IA
976
IFG Advisory
Georgia
$482K +$463K +15,260 New
VFA
977
Valeo Financial Advisors
Indiana
$481K +$138K +4,530 +42%
NJBEST
978
New Jersey Better Educational Savings Trust
New Jersey
$474K +$30.4K +1,000 +7%
SMFS
979
Squar Milner Financial Services
California
$474K +$178K +5,860 +64%
SPM
980
Symmetry Peak Management
Pennsylvania
$474K +$455K +15,000 New
USGIU
981
U.S. Global Investors (USGI)
Texas
$472K – – –
NP
982
Ninepoint Partners
Ontario, Canada
$469K +$451K +14,840 New
WSFS
983
Wilmington Savings Fund Society
Delaware
$468K +$3.04K +100 +0.7%
OA
984
Oxbow Advisors
Texas
$465K +$53.1K +1,750 +13%
TFS
985
TrustCore Financial Services
Tennessee
$464K +$108K +3,550 +32%
KF
986
Krilogy Financial
Missouri
$463K +$34.9K +1,150 +9%
NFG
987
Next Financial Group
Texas
$462K -$1.27M -41,870 -74%
PWPS
988
Pinnacle Wealth Planning Services
Ohio
$462K +$135K +4,430 +43%
RA
989
Rational Advisors
New York
$461K +$302K +9,960 +215%
SP
990
Symmetry Partners
Connecticut
$460K +$43.7K +1,440 +11%
BBA
991
Braun-Bostich & Associates
Pennsylvania
$459K -$130K -4,280 -23%
AIIMS
992
Analyst IMS Investment Management Services
Israel
$458K – – –
PCM
993
Palisade Capital Management
New Jersey
$458K +$75.9K +2,500 +21%
HIIFS
994
Harel Insurance Investments & Financial Services
Israel
$454K +$436K +14,360 New
EI
995
Ethic Inc
New York
$454K +$437K +14,380 New
ACM
996
Anfield Capital Management
California
$452K +$432K +14,230 New
AWM
997
Avior Wealth Management
Nebraska
$449K +$12.8K +420 +3%
MF
998
Magnetar Financial
Illinois
$448K -$2.11M -69,570 -83%
KPW
999
Kore Private Wealth
New York
$446K -$81.7K -2,690 -16%
TMAM
1000
Tokio Marine Asset Management
Japan
$445K +$34.9K +1,150 +9%
38 39
40
41 42