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AVGO

Name Holding Trade Value Shares
Change 		Change in
Stake
EWA
1201
Evolution Wealth Advisors
Florida
$137K +$111K +3,650 +529%
BWM
1202
Baystate Wealth Management
Massachusetts
$133K +$2.13K +70 +2%
EIM
1203
Essex Investment Management
Massachusetts
$131K +$126K +4,150 New
FANJ
1204
Financial Architects (New Jersey)
New Jersey
$128K – – –
SCM
1205
Silvant Capital Management
Georgia
$128K – – –
TWA
1206
TCI Wealth Advisors
Arizona
$128K +$31.6K +1,040 +34%
PVH
1207
Psagot Value Holdings
Israel
$125K – – –
SSB
1208
Sandy Spring Bank
Maryland
$123K -$6.98K -230 -6%
VCM
1209
Vigilant Capital Management
Maine
$121K +$75.9K +2,500 +189%
PFBT
1210
Parkside Financial Bank & Trust
Missouri
$113K +$7.89K +260 +8%
SWA
1211
Sutton Wealth Advisors
Florida
$112K – – –
LWA
1212
Lenox Wealth Advisors
New York
$110K – – –
GFPC
1213
Global Financial Private Client
Florida
$108K +$104K +3,410 New
KPCM
1214
Kings Point Capital Management
New York
$107K +$61.6K +2,030 +150%
WFMPM
1215
Woodley Farra Manion Portfolio Management
Indiana
$105K +$100K +3,310 New
IUHSA
1216
Itau Unibanco Holding S.A.
Brazil
$105K +$101K +3,330 New
RWA
1217
Ropes Wealth Advisors
Massachusetts
$103K -$228K -7,500 -70%
JFA
1218
Johanson Financial Advisors
California
$101K +$9.65M +317,850 New
MUS
1219
Mitsubishi UFJ Securities
Japan
$98K – – –
CCA
1220
Catalyst Capital Advisors
New York
$95K – – –
EFSCE
1221
Enterprise Financial Services Corp (EFSC)
Missouri
$95K +$2.13K +70 +2%
EWM
1222
EPG Wealth Management
Georgia
$95K +$90.8K +2,990 New
BCM
1223
Blume Capital Management
California
$94K – – –
GWS
1224
Glassman Wealth Services
Virginia
$90K +$3.04K +100 +4%
CDIA
1225
Capital Directions Investment Advisors
Georgia
$89K +$85.9K +2,830 New
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