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Broadcom
AVGO

Name Holding Trade Value Shares
Change 		Change in
Stake
MG
1201
Mather Group
Illinois
$472K +$90.1K +2,310 +27%
PCS
1202
Personal CFO Solutions
New Jersey
$471K +$22.2K +570 +6%
SFA
1203
Sequoia Financial Advisors
Ohio
$471K +$62K +1,590 +17%
BTWM
1204
Baker Tilly Wealth Management
Wisconsin
$471K +$419K +10,760 New
DC
1205
Derby & Company
Massachusetts
$470K – – –
RIA
1206
Realta Investment Advisors
Delaware
$469K -$5.85K -150 -1%
AG
1207
AIA Group
Hong Kong
$469K +$393K +10,080 New
CAM
1208
Covenant Asset Management
New Jersey
$466K +$92K +2,360 +29%
SIMM
1209
Stillwater Investment Management (Minnesota)
Minnesota
$465K +$414K +10,610 New
OR
1210
Olympiad Research
Connecticut
$465K +$414K +10,620 New
FPS
1211
Fieldpoint Private Securities
Connecticut
$464K +$69.8K +1,790 +20%
NC
1212
NewSquare Capital
Pennsylvania
$462K +$411K +10,550 New
NP
1213
Ninepoint Partners
Ontario, Canada
$462K +$412K +10,560 New
PP
1214
Patron Partners
Texas
$461K +$411K +10,540 New
AA
1215
Apriem Advisors
California
$459K -$97.5K -2,500 -19%
4WM
1216
44 Wealth Management
Oregon
$456K +$406K +10,410 New
FC
1217
Fulcrum Capital
Washington
$455K +$405K +10,400 New
SFG
1218
SevenBridge Financial Group
Pennsylvania
$454K +$4.68K +120 +1%
AWG
1219
Altus Wealth Group
Colorado
$454K +$404K +10,370 New
CA
1220
Crumly & Associates
Illinois
$452K -$10.5K -270 -3%
BAAM
1221
Baker Avenue Asset Management
California
$450K -$34.3K -880 -8%
LGA
1222
Lebenthal Global Advisors
New York
$450K +$401K +10,290 New
IHL
1223
Investment House LLC
California
$449K – – –
CNC
1224
Canandaigua National Corp
New York
$448K +$86.9K +2,230 +28%
C
1225
Certuity
Florida
$445K +$70.2K +1,800 +22%
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