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AVGO

Name Holding Trade Value Shares
Change 		Change in
Stake
EW
1526
Evoke Wealth
California
$218K +$16.2K +350 +8%
AFG
1527
Allegheny Financial Group
Pennsylvania
$217K – – –
HT
1528
Heritage Trust
Oklahoma
$216K +$210K +4,530 New
PCM
1529
Poehling Capital Management
Wisconsin
$215K – – –
EWM
1530
Executive Wealth Management
Michigan
$214K +$927 +20 +0.4%
BWG
1531
Beta Wealth Group
California
$212K -$7.88K -170 -4%
EM
1532
Excalibur Management
Massachusetts
$212K – – –
DA
1533
DSC Advisors
Illinois
$210K -$27.8K -600 -12%
IAMOG
1534
Investors Asset Management of Georgia
Georgia
$209K – – –
PMG
1535
ProVise Management Group
Florida
$209K +$203K +4,380 New
FANJ
1536
Financial Architects (New Jersey)
New Jersey
$207K -$81.1K -1,750 -29%
WA
1537
Wealth Architects
California
$207K +$202K +4,350 New
OBGC
1538
O'Brien Greene & Co
Pennsylvania
$206K – – –
IFG
1539
Investors Financial Group
Minnesota
$205K -$2.78K -60 -1%
GWS
1540
Glassman Wealth Services
Virginia
$203K +$5.1K +110 +3%
NC
1541
NinePointTwo Capital
California
$203K +$197K +4,260 New
SIC
1542
Salem Investment Counselors
North Carolina
$200K +$97.3K +2,100 +100%
SA
1543
Strategic Advisors
New York
$200K +$195K +4,200 New
AWM
1544
Atticus Wealth Management
Florida
$198K +$5.56K +120 +3%
LC
1545
Lindbrook Capital
California
$195K -$16.2K -350 -8%
KFP
1546
KB Financial Partners
New Jersey
$188K -$52.4K -1,130 -22%
AP
1547
Atwood & Palmer
Missouri
$188K +$57.5K +1,240 +46%
EBA
1548
Eagle Bay Advisors
New York
$185K +$177K +3,820 New
EFSCE
1549
Enterprise Financial Services Corp (EFSC)
Missouri
$183K – – –
JCM
1550
Jacobi Capital Management
Pennsylvania
$183K +$24.6K +530 +16%
60 61
62
63 64