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AVGO

Name Holding Trade Value Shares
Change 		Change in
Stake
HCA
1226
Heck Capital Advisors
Wisconsin
$525K -$12.5K -270 -2%
GSWM
1227
Golden State Wealth Management
California
$524K -$323K -6,980 -38%
EWM
1228
Evermay Wealth Management
Virginia
$523K -$6.01K -130 -1%
ST
1229
Smithfield Trust
Pennsylvania
$523K – – –
IPW
1230
Inlet Private Wealth
Florida
$521K -$11.6K -250 -2%
AI
1231
AXS Investments
New York
$519K +$517K +11,190 New
C
1232
Certuity
Florida
$517K +$46.2K +1,000 +10%
ST
1233
Spinnaker Trust
Maine
$516K – – –
SGAM
1234
Smith Group Asset Management
Texas
$515K -$3.98M -86,100 -89%
NVIM
1235
New Vernon Investment Management
Illinois
$510K – – –
OR
1236
Olympiad Research
Connecticut
$507K +$14.3K +310 +3%
BPCE
1237
Bank Pictet & Cie (Europe)
Germany
$504K -$325K -7,030 -39%
NW
1238
NewEdge Wealth
Pennsylvania
$501K +$499K +10,800 New
AC
1239
Athanor Capital
New York
$498K -$646K -13,980 -57%
CAAS
1240
Capital Asset Advisory Services
Michigan
$498K -$49.9K -1,080 -9%
DC
1241
Derby & Company
Massachusetts
$498K – – –
CFSG
1242
Clark Financial Services Group
Missouri
$498K +$497K +10,740 New
BL
1243
Balentine LLC
Georgia
$496K -$22.7K -490 -4%
SIMM
1244
Stillwater Investment Management (Minnesota)
Minnesota
$496K +$3.7K +80 +0.8%
PCS
1245
Personal CFO Solutions
New Jersey
$494K -$5.55K -120 -1%
AIP
1246
Almanack Investment Partners
Pennsylvania
$494K +$493K +10,660 New
VC
1247
Veracity Capital
Georgia
$492K +$66.6K +1,440 +16%
NP
1248
Ninepoint Partners
Ontario, Canada
$490K – – –
WA
1249
WBH Advisory
Maryland
$489K -$23.1K -500 -5%
CAGAS
1250
Capital Advisory Group Advisory Services
Minnesota
$487K +$447K +9,670 +1,165%
48 49
50
51 52