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Broadcom
AVGO

Name Holding Trade Value Shares
Change 		Change in
Stake
GWSG
1351
GPS Wealth Strategies Group
Colorado
$337K -$17.1K -370 -5%
NSEDCP
1352
NJ State Employees Deferred Compensation Plan
New Jersey
$337K – – –
KA
1353
Kercheville Advisors
Texas
$330K +$46.2K +1,000 +16%
TAM
1354
Townsend Asset Management
North Carolina
$330K +$111K +2,400 +51%
MSR
1355
Main Street Research
Connecticut
$328K +$3.7K +80 +1%
HIM
1356
Hotaling Investment Management
Pennsylvania
$327K +$925 +20 +0.3%
MFG
1357
Menard Financial Group
Texas
$327K +$14.8K +320 +5%
TPWA
1358
TRUE Private Wealth Advisors
Oregon
$326K -$387K -8,360 -54%
CCI
1359
Credit Capital Investments
New Jersey
$325K +$325K +7,020 New
CFFP
1360
Center for Financial Planning
Michigan
$324K – – –
CIC
1361
Chase Investment Counsel
Virginia
$321K +$6.94K +150 +2%
BPB
1362
Badgley, Phelps & Bell
Washington
$318K -$78.6K -1,700 -20%
FFA
1363
Freedman Financial Associates
Massachusetts
$317K – – –
MYIA
1364
Mount Yale Investment Advisors
Colorado
$317K +$29.6K +640 +10%
ASBI
1365
American State Bank (Iowa)
Iowa
$316K +$3.24K +70 +1%
CA
1366
Calton & Associates
Florida
$316K -$126K -2,730 -29%
LA
1367
LexAurum Advisors
Kansas
$312K – – –
PFS
1368
Physicians Financial Services
North Carolina
$311K +$310K +6,700 New
CFGS
1369
Concourse Financial Group Securities
Alabama
$309K -$78.2K -1,690 -20%
PFA
1370
Pinnacle Family Advisors
Missouri
$309K – – –
WP
1371
WealthSource Partners
California
$307K -$18.5K -400 -6%
GSIS
1372
Global Strategic Investment Solutions
Arizona
$306K +$306K +6,610 New
IBOK
1373
Independence Bank of Kentucky
Kentucky
$304K -$23.1K -500 -7%
IMA
1374
Investment Management Associates
Colorado
$304K +$303K +6,560 New
SDWMA
1375
Schneider Downs Wealth Management Advisors
Pennsylvania
$302K +$301K +6,510 New
53 54
55
56 57