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AVGO

Name Holding Trade Value Shares
Change 		Change in
Stake
CW
1001
CreativeOne Wealth
Kansas
$701K +$50.6K +1,510 +9%
WSCM
1002
Wellington Shields Capital Management
New York
$698K – – –
KFI
1003
Key Financial Inc
Pennsylvania
$695K – – –
TCM
1004
Tributary Capital Management
Nebraska
$692K -$40.2K -1,200 -6%
CPR
1005
CSU Producer Resources
Ohio
$692K – – –
BP
1006
BBR Partners
New York
$690K +$117K +3,490 +23%
MPPLM
1007
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$688K +$33.2K +990 +6%
NFG
1008
Next Financial Group
Texas
$688K +$169K +5,040 +36%
FNT
1009
First National Trust
Pennsylvania
$687K -$29.5K -880 -4%
MFG
1010
Magnus Financial Group
New York
$681K +$33.5K +1,000 +6%
UCMOK
1011
United Capital Management of KS
Kansas
$680K +$64K +1,910 +11%
CFD
1012
Creative Financial Designs
Indiana
$679K +$45.2K +1,350 +8%
JWCA
1013
J.W. Cole Advisors
Florida
$679K +$624K +18,630 New
CFS
1014
CRA Financial Services
New Jersey
$676K – – –
NA
1015
Navellier & Associates
Nevada
$675K -$502K -14,990 -45%
MIFH
1016
Migdal Insurance & Financial Holdings
Israel
$675K +$64.6K +1,930 +12%
FCA
1017
FinTrust Capital Advisors
South Carolina
$669K +$19.8K +590 +3%
PRC
1018
Pearl River Capital
Michigan
$665K +$611K +18,240 New
RG
1019
Rikoon Group
New Mexico
$663K -$34.5K -1,030 -5%
QCG
1020
Quadrant Capital Group
Ohio
$656K -$185K -5,530 -23%
IF
1021
Intrua Financial
Texas
$656K +$38.5K +1,150 +7%
CSIC
1022
Clifford Swan Investment Counsel
California
$653K – – –
GIM
1023
Groesbeck Investment Management
New Jersey
$650K +$597K +17,830 New
CC
1024
Cedar Capital
Illinois
$649K +$54.6K +1,630 +10%
BP
1025
Ballentine Partners
Massachusetts
$647K -$376K -11,220 -39%
39 40
41
42 43