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Broadcom
AVGO

Name Holding Trade Value Shares
Change 		Change in
Stake
MBT
1501
Montecito Bank & Trust
California
$713K +$26.5K +440 +4%
PFGIA
1502
Patriot Financial Group Insurance Agency
Massachusetts
$712K +$51.7K +860 +8%
PCS
1503
Personal CFO Solutions
New Jersey
$711K +$10.8K +180 +2%
IIA
1504
IPG Investment Advisors
California
$709K -$535K -8,900 -45%
IHL
1505
Investment House LLC
California
$708K +$23.5K +390 +4%
MW
1506
MBL Wealth
North Carolina
$707K +$4.21K +70 +0.6%
ASBI
1507
American State Bank (Iowa)
Iowa
$706K +$6.02K +100 +0.9%
AA
1508
Alta Advisers
United Kingdom
$706K – – –
NVIM
1509
New Vernon Investment Management
Illinois
$706K – – –
MIM
1510
Morningstar Investment Management
Illinois
$704K -$86K -1,430 -12%
EFG
1511
Everhart Financial Group
Ohio
$702K +$63.8K +1,060 +11%
TC
1512
Telemus Capital
Michigan
$702K +$94.5K +1,570 +17%
OC
1513
Oakworth Capital
Alabama
$697K – – –
MPCG
1514
Matrix Private Capital Group
New York
$694K -$176K -2,930 -21%
EA
1515
Emerald Advisors
Washington
$692K -$53.5K -890 -8%
ST
1516
Spinnaker Trust
Maine
$690K – – –
DCM
1517
Dudley Capital Management
Virginia
$690K – – –
RGF
1518
Retirement Guys Formula
Ohio
$686K -$18.6K -310 -3%
OTPPB
1519
Ontario Teachers' Pension Plan Board
Ontario, Canada
$684K -$301K -5,010 -32%
MC
1520
Maverick Capital
Texas
$684K +$277K +4,600 +76%
HCM
1521
Highlander Capital Management
New Jersey
$680K – – –
EA
1522
Ellsworth Advisors
Ohio
$674K +$81.8K +1,360 +15%
CPIG
1523
Chicago Partners Investment Group
Illinois
$672K +$141K +2,340 +28%
SB
1524
Strategic Blueprint
Georgia
$671K +$26.5K +440 +4%
PWW
1525
Pettyjohn Wood & White
Virginia
$668K +$59K +980 +10%
59 60
61
62 63