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AVGO

Name Holding Trade Value Shares
Change 		Change in
Stake
PA
1001
Perennial Advisors
New York
$26K – – –
TC
1002
Trust Company
Kansas
$26K – – –
CCM
1003
Cribstone Capital Management
Maine
$26K +$520 +20 +2%
FIB
1004
First Interstate Bank
Montana
$24K – – –
PWM
1005
Perigon Wealth Management
California
$22K -$1.19M -45,760 -98%
JCM
1006
Jacobi Capital Management
Pennsylvania
$21K – – –
PFO
1007
Pathstone Family Office
New Jersey
$21K – – –
PGWM
1008
Parisi Gray Wealth Management
New Jersey
$21K +$20K +770 New
SIC
1009
Salem Investment Counselors
North Carolina
$20K – – –
AIL
1010
AGF Investments LLC
Ontario, Canada
$20K +$9.36K +360 +90%
VEA
1011
Virtus ETF Advisers
New York
$20K +$20.3K +780 New
GBBWRPM
1012
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$19K – – –
CIM
1013
Contravisory Investment Management
Massachusetts
$18K – – –
SPI
1014
Santori & Peters Inc
Pennsylvania
$17K +$19.5K +750 New
FFG
1015
Ford Financial Group
California
$16K +$15.3K +590 New
LWA
1016
Lowe Wealth Advisors
Maryland
$15K -$3.9K -150 -21%
QAM
1017
QCI Asset Management
New York
$15K – – –
AAP
1018
Arax Advisory Partners
Colorado
$15K +$9.36K +360 +157%
APSP
1019
Asset Planning Services (Pennsylvania)
Pennsylvania
$14K – – –
M
1020
MOTCO
Texas
$14K +$5.2K +200 +57%
ME
1021
McIlrath & Eck
Washington
$14K +$14.6K +560 New
IP
1022
Isthmus Partners
Wisconsin
$13K – – –
TCM
1023
TD Capital Management
Tennessee
$12K +$12.2K +470 New
OFW
1024
Omnia Family Wealth
Florida
$9K -$9.88K -380 -51%
MCM
1025
MV Capital Management
Maryland
$9K – – –
39 40
41
42 43