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Broadcom
AVGO

Name Holding Trade Value Shares
Change 		Change in
Stake
LWCFA
1176
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$254K – – –
WIM
1177
Westside Investment Management
California
$253K +$72.8K +2,600 +11%
SFG
1178
Sather Financial Group
Texas
$252K -$112K -4,000 -33%
CFGS
1179
Concourse Financial Group Securities
Alabama
$252K +$11.2K +400 +5%
OIA
1180
OneDigital Investment Advisors
Kansas
$252K +$224K +7,990 New
NRS
1181
Neville Rodie & Shaw
New York
$252K +$224K +8,000 New
VW
1182
Vantage Wealth
California
$252K +$224K +8,000 New
SIC
1183
Sigma Investment Counselors
Michigan
$250K -$38.1K -1,360 -15%
FPS
1184
Fieldpoint Private Securities
Connecticut
$247K +$219K +7,830 New
CPA
1185
Clear Perspective Advisors
Illinois
$247K +$219K +7,840 New
BJL
1186
Brighton Jones LLC
Washington
$246K +$218K +7,790 New
DWA
1187
Douglass Winthrop Advisors
New York
$245K +$217K +7,770 New
GP
1188
Girard Partners
Pennsylvania
$242K -$206K -7,360 -49%
WIA
1189
Wealthstreet Investment Advisors
Texas
$242K +$214K +7,660 New
TFA
1190
Transamerica Financial Advisors
Florida
$239K +$212K +7,570 New
WB
1191
Webster Bank
Connecticut
$238K -$1.12K -40 -0.5%
TVAMP
1192
Tennessee Valley Asset Management Partners
Tennessee
$237K -$41.4K -1,480 -16%
SPM
1193
Symmetry Peak Management
Pennsylvania
$237K +$210K +7,500 New
HS
1194
Haafor (Singapore)
Singapore
$237K +$210K +7,520 New
AFP
1195
Ausdal Financial Partners
Iowa
$236K +$209K +7,480 New
CAAS
1196
Capital Asset Advisory Services
Michigan
$235K +$203K +7,250 New
MCP
1197
Mirador Capital Partners
California
$234K +$207K +7,400 New
BWP
1198
Baldwin Wealth Partners
Massachusetts
$233K -$7K -250 -3%
S
1199
SimplyRich
California
$233K +$210K +7,510 New
FFS
1200
Founders Financial Securities
Maryland
$232K +$206K +7,360 New
46 47
48
49 50