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Broadcom
AVGO

Name Holding Trade Value Shares
Change 		Change in
Stake
TAM
1551
Trillium Asset Management
Massachusetts
$222K – – –
GFS
1552
GYL Financial Synergies
Connecticut
$220K -$1.95K -40 -0.9%
FANJ
1553
Financial Architects (New Jersey)
New Jersey
$220K +$9.73K +200 +5%
GWS
1554
Glassman Wealth Services
Virginia
$220K +$14.1K +290 +7%
LIM
1555
Leavell Investment Management
Alabama
$220K +$221K +4,540 New
GA
1556
GFS Advisors
Texas
$218K -$14.6K -300 -6%
PCM
1557
Poehling Capital Management
Wisconsin
$218K – – –
DCM
1558
Driehaus Capital Management
Illinois
$217K -$90K -1,850 -29%
EM
1559
Excalibur Management
Massachusetts
$216K – – –
GWA
1560
GGM Wealth Advisors
Maryland
$214K +$200K +4,110 New
QAM
1561
QCI Asset Management
New York
$214K +$214K +4,410 New
IAMOG
1562
Investors Asset Management of Georgia
Georgia
$212K – – –
PWMAG
1563
Pinnacle Wealth Management Advisory Group
New Jersey
$212K +$213K +4,370 New
RCG
1564
Rock Creek Group
District of Columbia
$211K -$98.7K -2,030 -32%
GF
1565
Gries Financial
Ohio
$211K -$10.7K -220 -5%
MIA
1566
MainStreet Investment Advisors
Illinois
$211K +$212K +4,350 New
OBGC
1567
O'Brien Greene & Co
Pennsylvania
$210K – – –
ONB
1568
Old National Bancorp
Indiana
$209K -$14.1K -290 -6%
IFG
1569
Investors Financial Group
Minnesota
$207K -$1.46K -30 -0.7%
AAS
1570
Annex Advisory Services
Wisconsin
$206K -$27.7K -570 -12%
NC
1571
NinePointTwo Capital
California
$206K – – –
OWA
1572
Outlook Wealth Advisors
Texas
$204K +$205K +4,210 New
SIC
1573
Salem Investment Counselors
North Carolina
$203K – – –
BSB
1574
Bangor Savings Bank
Maine
$203K +$203K +4,180 New
EIM
1575
Essex Investment Management
Massachusetts
$201K -$726K -14,920 -78%
61 62
63
64 65