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Broadcom
AVGO

Name Holding Trade Value Shares
Change 		Change in
Stake
MSR
1726
Main Street Research
Connecticut
$679K +$165K +1,900 +30%
MIM
1727
Morningstar Investment Management
Illinois
$679K -$243K -2,800 -26%
GWS
1728
Glassman Wealth Services
Virginia
$676K +$139K +1,600 +24%
AIA
1729
Angeles Investment Advisors
California
$674K -$106K -1,220 -13%
VC
1730
Veracity Capital
Georgia
$673K -$259K -2,990 -27%
KA
1731
Klingman & Associates
New York
$671K +$429K +4,950 +158%
GCMG
1732
Gyroscope Capital Management Group
Florida
$670K -$254K -2,930 -27%
VP
1733
Verum Partners
North Carolina
$670K +$119K +1,370 +20%
GFP
1734
Gryphon Financial Partners
Ohio
$668K +$59.8K +690 +9%
NB
1735
Northwest Bancshares
Pennsylvania
$667K -$24.3K -280 -3%
OWA
1736
Octavia Wealth Advisors
Ohio
$667K +$13K +150 +2%
VAG
1737
VisionPoint Advisory Group
Texas
$664K -$90.2K -1,040 -12%
VW
1738
Vantage Wealth
California
$664K – – –
MCM
1739
Magnolia Capital Management
New York
$664K – – –
GC
1740
Gilbert & Cook
Iowa
$663K +$53.7K +620 +8%
HBW
1741
Hazlett, Burt & Watson
West Virginia
$660K +$27.7K +320 +4%
AWM
1742
Ameliora Wealth Management
Switzerland
$659K +$80.6K +930 +13%
BPWM
1743
Badgley Phelps Wealth Managers
Washington
$657K -$9.54K -110 -1%
DOA
1744
D'Orazio & Associates
Virginia
$657K +$132K +1,520 +24%
VCM
1745
Virtue Capital Management
Tennessee
$655K – – –
WWMSC
1746
Wagner Wealth Management (South Carolina)
South Carolina
$653K +$90.2K +1,040 +15%
PFG
1747
Prosperity Financial Group
California
$652K +$34.7K +400 +5%
AF
1748
Apexium Financial
Texas
$648K +$23.4K +270 +4%
ARC
1749
Advisor Resource Council
Texas
$641K +$86.7K +1,000 +15%
MWM
1750
Mattern Wealth Management
Kansas
$640K – – –
68 69
70
71 72