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AVGO

Name Holding Trade Value Shares
Change 		Change in
Stake
FWM
1251
FSA Wealth Management
Massachusetts
$47K +$45.5K +1,500 New
PCTC
1252
Perkins Coie Trust Company
Washington
$45K – – –
CI
1253
CX Institutional
Indiana
$43K -$607 -20 -1%
GAM
1254
Gemmer Asset Management
California
$43K – – –
LB
1255
Legacy Bridge
Iowa
$41K +$39.5K +1,300 New
EIP
1256
Ellis Investment Partners
Pennsylvania
$40K +$304 +10 +0.8%
TCWM
1257
Total Clarity Wealth Management
Illinois
$39K +$37.6K +1,240 New
GCM
1258
Gladius Capital Management
Illinois
$38K -$580K -19,100 -94%
FFC
1259
First Financial Corp
Indiana
$38K – – –
PMFA
1260
Plante Moran Financial Advisors
Michigan
$37K +$9.72K +320 +38%
WAP
1261
Wealthcare Advisory Partners
Pennsylvania
$35K – – –
SIM
1262
Sonora Investment Management
Arizona
$34K +$25.8K +850 +354%
VCP
1263
Verus Capital Partners
Arizona
$34K +$32.2K +1,060 New
AWMS
1264
Advocacy Wealth Management Services
Georgia
$33K -$1.52K -50 -5%
POIA
1265
Pin Oak Investment Advisors
Texas
$33K – – –
GWMIA
1266
Global Wealth Management Investment Advisory
Florida
$32K -$3.04K -100 -9%
MAM
1267
Marquette Asset Management
Minnesota
$32K – – –
NSIM
1268
North Star Investment Management
Illinois
$32K +$607 +20 +2%
PO
1269
Private Ocean
California
$32K +$28.5K +940 +1,567%
ICM
1270
Islay Capital Management
Texas
$32K +$30.4K +1,000 New
PCA
1271
Peddock Capital Advisors
Massachusetts
$32K +$30.4K +1,000 New
RE
1272
RBC Europe
United Kingdom
$31.6K – – –
SIAP
1273
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$31K +$30.4K +1,000 New
MPWT
1274
MassMutual Private Wealth & Trust
Connecticut
$29K +$8.5K +280 +43%
LWM
1275
Liberty Wealth Management
California
$28K -$5.77K -190 -18%
49 50
51
52 53