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Broadcom
AVGO

Name Holding Trade Value Shares
Change 		Change in
Stake
VFA
1251
Valeo Financial Advisors
Indiana
$545K -$2.71M -58,460 -84%
B
1252
Bailard
California
$543K -$219K -4,730 -29%
FWM
1253
Frontier Wealth Management
Missouri
$543K +$238K +5,140 +82%
SGAM
1254
Smith Group Asset Management
Texas
$539K +$9.27K +200 +2%
ST
1255
Smithfield Trust
Pennsylvania
$538K – – –
IPW
1256
Inlet Private Wealth
Florida
$536K – – –
ST
1257
Spinnaker Trust
Maine
$535K +$4.17K +90 +0.8%
C
1258
Certuity
Florida
$534K +$2.32K +50 +0.4%
VNA
1259
Valley National Advisers
Pennsylvania
$533K -$19.5K -420 -4%
CPA
1260
Clear Perspective Advisors
Illinois
$532K +$91.7K +1,980 +22%
JHCP
1261
Jackson Hole Capital Partners
Oklahoma
$527K +$56.5K +1,220 +12%
NVIM
1262
New Vernon Investment Management
Illinois
$525K – – –
CFSG
1263
Clark Financial Services Group
Missouri
$525K +$12K +260 +2%
PCS
1264
Personal CFO Solutions
New Jersey
$523K +$15.3K +330 +3%
PWMG
1265
Prestige Wealth Management Group
New Jersey
$517K +$466K +10,050 +1,272%
CAGAS
1266
Capital Advisory Group Advisory Services
Minnesota
$515K +$13.9K +300 +3%
SIMM
1267
Stillwater Investment Management (Minnesota)
Minnesota
$513K +$3.71K +80 +0.7%
DC
1268
Derby & Company
Massachusetts
$512K – – –
VBCG
1269
Valley Brook Capital Group
Pennsylvania
$512K +$157K +3,390 +46%
AWG
1270
Altus Wealth Group
Colorado
$511K +$1.85K +40 +0.4%
WA
1271
WBH Advisory
Maryland
$509K +$463 +10 +0.1%
CSIC
1272
Clifford Swan Investment Counsel
California
$507K -$344K -7,430 -42%
AIP
1273
Almanack Investment Partners
Pennsylvania
$507K -$1.39K -30 -0.3%
CAAS
1274
Capital Asset Advisory Services
Michigan
$506K -$5.56K -120 -1%
CWP
1275
Capital Wealth Planning
Florida
$506K +$131K +2,830 +36%
49 50
51
52 53