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AVGO

Name Holding Trade Value Shares
Change 		Change in
Stake
FM
1176
Freemont Management
Switzerland
$14.3M -$1.61M -4,900 -10%
ISL
1177
Ingalls & Snyder LLC
New York
$14.3M +$398K +1,209 +3%
ISWM
1178
Independent Solutions Wealth Management
New York
$14.3M -$163K -495 -1%
WC
1179
Waterloo Capital
Texas
$14.3M -$751K -2,283 -5%
VAS
1180
Valicenti Advisory Services
New York
$14.3M -$41.1K -125 -0.3%
PWM
1181
Purus Wealth Management
California
$14.2M -$47.1K -143 -0.3%
APP
1182
Avantax Planning Partners
Iowa
$14.2M -$348K -1,057 -2%
EFG
1183
Everest Financial Group
Minnesota
$14.2M +$3.55M +10,791 +31%
SWM
1184
Sendero Wealth Management
Texas
$14.2M +$90.8K +276 +0.6%
CT
1185
Clearstead Trust
Maine
$14.1M -$118K -358 -0.8%
JKA
1186
Jones Kertz & Associates
Minnesota
$14.1M -$543K -1,651 -3%
PA
1187
Paragon Advisors
Texas
$14.1M -$1.29M -3,923 -8%
RWB
1188
RMR Wealth Builders
New Jersey
$14.1M -$174K -529 -1%
LSA
1189
L & S Advisors
California
$14.1M +$1.9M +5,777 +15%
SA
1190
Sovran Advisors
California
$14.1M +$1.01M +3,074 +10%
BWAM
1191
Boyd Watterson Asset Management
Ohio
$14M -$1.03M -3,123 -6%
PTC
1192
Private Trust Company
Ohio
$14M -$618K -1,878 -4%
FMI
1193
Frec Markets Inc
California
$13.9M +$3.56M +10,813 +32%
SCP
1194
Steamboat Capital Partners
New York
$13.9M +$3.07M +9,330 +26%
GA
1195
GuoLine Advisory
Singapore
$13.9M +$14.8M +45,000 New
NFSG
1196
Newbridge Financial Services Group
Florida
$13.9M -$1.65M -5,022 -10%
KCM
1197
Kendall Capital Management
Maryland
$13.9M -$373K -1,133 -2%
WANY
1198
Wealthspire Advisors (New York)
New York
$13.8M -$5.8M -17,625 -28%
WWM
1199
Westwood Wealth Management
California
$13.8M +$14.5M +44,129 +7,531%
SCM
1200
Stevens Capital Management
Pennsylvania
$13.8M +$14.7M +44,649 New
46 47
48
49 50