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AVGO

Name Holding Trade Value Shares
Change 		Change in
Stake
VC
1101
Veracity Capital
Georgia
$219K -$1.97K -70 -0.8%
IAIM
1102
International Assets Investment Management
Florida
$216K +$257K +9,110 New
ST
1103
Sabal Trust
Florida
$215K -$19.1M -678,450 -99%
PCG
1104
Private Capital Group
Connecticut
$214K -$47.9K -1,700 -16%
SFA
1105
Sequoia Financial Advisors
Ohio
$213K -$480K -17,030 -65%
IHL
1106
Investment House LLC
California
$213K -$14.1K -500 -5%
CI
1107
CAZ Investments
Texas
$213K +$254K +9,000 New
TVAMP
1108
Tennessee Valley Asset Management Partners
Tennessee
$213K +$254K +9,000 New
PFG
1109
PAX Financial Group
Texas
$212K +$225K +7,990 New
LJAC
1110
L.J. Altfest & Co
New York
$212K +$252K +8,930 New
OPS
1111
Orion Portfolio Solutions
Nebraska
$211K -$789K -28,020 -76%
WCM
1112
Wedge Capital Management
North Carolina
$211K +$11.6K +410 +5%
PWPS
1113
Pinnacle Wealth Planning Services
Ohio
$209K -$163K -5,770 -39%
BAM
1114
Blueshift Asset Management
New Jersey
$208K -$769K -27,280 -76%
AFM
1115
Andesa Financial Management
Pennsylvania
$208K -$139K -4,930 -36%
RC
1116
RegentAtlantic Capital
New Jersey
$208K -$2.25K -80 -0.9%
SGA
1117
Strategic Global Advisors
California
$207K -$3.91M -138,620 -94%
CPC
1118
Consolidated Planning Corp
Georgia
$206K – – –
JT
1119
Jump Trading
Illinois
$206K +$245K +8,700 New
IFWM
1120
Institute for Wealth Management
Colorado
$205K -$6.2K -220 -2%
TAM
1121
Trillium Asset Management
Massachusetts
$205K – – –
CA
1122
Calton & Associates
Florida
$204K +$9.86K +350 +4%
SBSB
1123
Sullivan, Bruyette, Speros & Blaney
Virginia
$204K +$76.1K +2,700 +46%
CA
1124
Clearstead Advisors
Ohio
$203K – – –
LWMM
1125
Legacy Wealth Management (Mississippi)
Mississippi
$202K – – –
43 44
45
46 47