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AVGO

Name Holding Trade Value Shares
Change 		Change in
Stake
AIM
1426
Anchor Investment Management
South Carolina
$606K +$93.3K +1,660 +22%
LC
1427
Lindbrook Capital
California
$604K +$187K +3,330 +58%
IA
1428
Insight Advisors
Pennsylvania
$602K -$23K -410 -4%
CAM
1429
CenterStar Asset Management
Illinois
$601K – – –
WH
1430
Willner & Heller
California
$601K +$696K +12,390 New
RTC
1431
Riverview Trust Company
Washington
$600K – – –
GCMG
1432
Gyroscope Capital Management Group
Florida
$599K -$1.18M -21,000 -70%
BCM
1433
Beck Capital Management
Texas
$599K +$16.3K +290 +3%
AGP
1434
Autumn Glory Partners
Texas
$597K +$504K +8,960 New
SIM
1435
Stratos Investment Management
Ohio
$592K -$91.1K -1,620 -15%
CPC
1436
Consolidated Planning Corp
Georgia
$592K – – –
CSPIA
1437
Cary Street Partners Investment Advisory
Virginia
$585K +$3.94K +70 +0.8%
RHBC
1438
R.H. Bluestein & Co
Michigan
$584K – – –
MCP
1439
Mirador Capital Partners
California
$584K +$30.9K +550 +7%
CCM
1440
Carlson Capital Management
Minnesota
$583K +$25.9K +460 +6%
WAM
1441
Warberg Asset Management
Illinois
$581K +$491K +8,730 New
PPW
1442
Pinnacle Private Wealth
Massachusetts
$579K +$489K +8,700 New
CA
1443
Calton & Associates
Florida
$578K -$206K -3,670 -30%
MFG
1444
Magnus Financial Group
New York
$577K +$8.43K +150 +2%
AAS
1445
Annex Advisory Services
Wisconsin
$577K +$248K +4,420 +104%
OWA
1446
Octavia Wealth Advisors
Ohio
$575K +$16.3K +290 +3%
AR
1447
Apeiron RIA
Texas
$575K +$485K +8,630 New
LWMM
1448
Legacy Wealth Management (Mississippi)
Mississippi
$572K +$3.37K +60 +0.7%
NB
1449
Northwest Bancshares
Pennsylvania
$568K -$118K -2,100 -20%
CPW
1450
Catalyst Private Wealth
California
$566K – – –
56 57
58
59 60