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AVGO

Name Holding Trade Value Shares
Change 		Change in
Stake
WA
1676
Waddell & Associates
Tennessee
$275K -$2.04K -40 -0.6%
SFI
1677
SPC Financial Inc
Maryland
$274K +$27.6K +540 +10%
TF
1678
Tompkins Financial
New York
$273K +$13.3K +260 +4%
SFA
1679
Source Financial Advisors
New York
$272K -$6.13K -120 -2%
SDWMA
1680
Schneider Downs Wealth Management Advisors
Pennsylvania
$272K -$3.06K -60 -1%
PFA
1681
Pathway Financial Advisors
Vermont
$272K – – –
FRA
1682
Frank Rimerman Advisors
California
$272K +$14.3K +280 +5%
IF
1683
Insight Folios
North Carolina
$271K -$120K -2,340 -28%
RG
1684
Rathbones Group
United Kingdom
$271K +$312K +6,100 New
PFWA
1685
Paces Ferry Wealth Advisors
Georgia
$270K +$1.53K +30 +0.5%
BMA
1686
Brooks Moore & Associates
Tennessee
$269K -$30.7K -600 -9%
TC
1687
TAP Consulting
Missouri
$269K – – –
KFGK
1688
Keystone Financial Group (Kentucky)
Kentucky
$269K +$6.13K +120 +2%
KCM
1689
Karp Capital Management
California
$268K -$3.57M -69,820 -92%
BHWM
1690
Bar Harbor Wealth Management
New Hampshire
$267K -$25K -490 -8%
CPO
1691
Cerity Partners OCIO
New York
$267K +$37.8K +740 +14%
SMA
1692
Sage Mountain Advisors
Georgia
$266K -$31.7K -620 -9%
WTB
1693
Washington Trust Bank
Washington
$266K -$13.3K -260 -4%
NCM
1694
Noesis Capital Mangement
Florida
$266K +$19.4K +380 +7%
NFSG
1695
Newbridge Financial Services Group
Florida
$266K +$178K +3,480 +138%
WIM
1696
WealthPlan Investment Management
Nebraska
$266K +$263K +5,140 New
GCP
1697
GSA Capital Partners
United Kingdom
$266K +$306K +5,990 New
DLA
1698
Douglas Lane & Associates
New York
$264K -$126K -2,470 -29%
KFP
1699
KMG Fiduciary Partners
Ohio
$262K – – –
WAAG
1700
Wealth Alliance Advisory Group
Kansas
$262K +$15.3K +300 +5%
66 67
68
69 70