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AVGO

Name Holding Trade Value Shares
Change 		Change in
Stake
MIM
1726
Morningstar Investment Management
Illinois
$679K -$243K -2,800 -26%
GWS
1727
Glassman Wealth Services
Virginia
$676K +$139K +1,600 +24%
AIA
1728
Angeles Investment Advisors
California
$674K -$106K -1,220 -13%
VC
1729
Veracity Capital
Georgia
$673K -$259K -2,990 -27%
KA
1730
Klingman & Associates
New York
$671K +$429K +4,950 +158%
GCMG
1731
Gyroscope Capital Management Group
Florida
$670K -$254K -2,930 -27%
VP
1732
Verum Partners
North Carolina
$670K +$119K +1,370 +20%
GFP
1733
Gryphon Financial Partners
Ohio
$668K +$59.8K +690 +9%
NB
1734
Northwest Bancshares
Pennsylvania
$667K -$24.3K -280 -3%
OWA
1735
Octavia Wealth Advisors
Ohio
$667K +$13K +150 +2%
VAG
1736
VisionPoint Advisory Group
Texas
$664K -$90.2K -1,040 -12%
VW
1737
Vantage Wealth
California
$664K – – –
MCM
1738
Magnolia Capital Management
New York
$664K – – –
GC
1739
Gilbert & Cook
Iowa
$663K +$53.7K +620 +8%
HBW
1740
Hazlett, Burt & Watson
West Virginia
$660K +$27.7K +320 +4%
AWM
1741
Ameliora Wealth Management
Switzerland
$659K +$80.6K +930 +13%
BPWM
1742
Badgley Phelps Wealth Managers
Washington
$657K -$9.54K -110 -1%
DOA
1743
D'Orazio & Associates
Virginia
$657K +$132K +1,520 +24%
VCM
1744
Virtue Capital Management
Tennessee
$655K – – –
WWMSC
1745
Wagner Wealth Management (South Carolina)
South Carolina
$653K +$90.2K +1,040 +15%
PFG
1746
Prosperity Financial Group
California
$652K +$34.7K +400 +5%
AF
1747
Apexium Financial
Texas
$648K +$23.4K +270 +4%
ARC
1748
Advisor Resource Council
Texas
$641K +$86.7K +1,000 +15%
MWM
1749
Mattern Wealth Management
Kansas
$640K – – –
CA
1750
Cornerstone Advisory
Maryland
$639K +$12.1K +140 +2%
68 69
70
71 72