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Broadcom
AVGO

Name Holding Trade Value Shares
Change 		Change in
Stake
WIA
1301
Wealthstreet Investment Advisors
Texas
$335K – – –
BWP
1302
BSW Wealth Partners
Colorado
$334K +$10.1K +260 +4%
SIC
1303
Sigma Investment Counselors
Michigan
$333K +$297K +7,610 New
S
1304
SimplyRich
California
$329K – – –
JIP
1305
Jaffetilchin Investment Partners
Florida
$329K +$293K +7,520 New
MA
1306
MUFG Americas
New York
$328K -$927K -23,780 -76%
CSPIA
1307
Cary Street Partners Investment Advisory
Virginia
$328K -$51.1K -1,310 -15%
CFS
1308
Capital Financial Services
New York
$326K +$290K +7,440 New
AP
1309
Americana Partners
Texas
$325K +$290K +7,430 New
MCP
1310
Mirador Capital Partners
California
$324K +$18.7K +480 +7%
BWP
1311
Baldwin Wealth Partners
Massachusetts
$323K – – –
NSEDCP
1312
NJ State Employees Deferred Compensation Plan
New Jersey
$318K – – –
KF
1313
Krilogy Financial
Missouri
$317K -$11.7K -300 -4%
IBOK
1314
Independence Bank of Kentucky
Kentucky
$309K -$9.75K -250 -3%
WP
1315
WealthSource Partners
California
$308K -$192K -4,920 -41%
PEA
1316
Pacific Edge Advisors
California
$308K -$10.9K -280 -4%
HIM
1317
Hotaling Investment Management
Pennsylvania
$308K +$274K +7,040 New
CFFP
1318
Center for Financial Planning
Michigan
$306K +$4.68K +120 +2%
MSR
1319
Main Street Research
Connecticut
$306K +$53K +1,360 +24%
VCM
1320
Virtue Capital Management
Tennessee
$301K -$123K -3,160 -31%
CLOS
1321
Compagnie Lombard Odier SCmA
Switzerland
$301K -$110K -2,830 -29%
FFA
1322
Freedman Financial Associates
Massachusetts
$300K +$267K +6,850 New
CIC
1323
Chase Investment Counsel
Virginia
$297K +$19.5K +500 +8%
VFPI
1324
Vantage Financial Partners (Illinois)
Illinois
$296K +$264K +6,760 New
ASBI
1325
American State Bank (Iowa)
Iowa
$296K +$263K +6,750 New
51 52
53
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