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AVGO

Name Holding Trade Value Shares
Change 		Change in
Stake
MIM
1526
Morningstar Investment Management
Illinois
$952K – – –
GA
1527
GraniteShares Advisors
New York
$949K -$82K -1,150 -10%
FAIM
1528
Financial Advocates Investment Management
Washington
$946K -$82.7K -1,160 -10%
PFGIA
1529
Patriot Financial Group Insurance Agency
Massachusetts
$946K -$14.3K -200 -2%
DCM
1530
Dudley Capital Management
Virginia
$945K +$10.7K +150 +1%
AG
1531
Ascent Group
Virginia
$945K -$36.4K -510 -5%
IPW
1532
Inlet Private Wealth
Florida
$937K -$71.3K -1,000 -8%
MW
1533
MBL Wealth
North Carolina
$937K -$15.7K -220 -2%
TBC
1534
Ted Buchan & Co
California
$935K -$81.3K -1,140 -10%
FPCP
1535
Fort Point Capital Partners
California
$934K -$72K -1,010 -9%
GG
1536
Golden Green
South Carolina
$934K +$768K +10,770 New
ST
1537
Spinnaker Trust
Maine
$933K – – –
TAIM
1538
TD Ameritrade Investment Management
Nebraska
$931K -$234K -3,280 -23%
EA
1539
Ellsworth Advisors
Ohio
$927K +$12.8K +180 +2%
HCM
1540
Highlander Capital Management
New Jersey
$919K – – –
CFFP
1541
Center for Financial Planning
Michigan
$916K +$22.1K +310 +3%
CPC
1542
Congress Park Capital
New York
$916K +$501K +7,020 +198%
AWS
1543
Aspen Wealth Strategies
Colorado
$914K +$426K +5,980 +131%
UFF
1544
USA Financial Formulas
Michigan
$914K +$748K +10,490 +20,980%
PCS
1545
Personal CFO Solutions
New Jersey
$906K -$44.9K -630 -6%
RSWM
1546
Robertson Stephens Wealth Management
California
$906K +$280K +3,930 +60%
HFS
1547
Howard Financial Services
Texas
$905K +$8.56K +120 +1%
WA
1548
Waverly Advisors
Alabama
$905K +$27.8K +390 +4%
NP
1549
Ninepoint Partners
Ontario, Canada
$903K – – –
TC
1550
Telemus Capital
Michigan
$900K -$40.7K -570 -5%
60 61
62
63 64