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Broadcom
AVGO

Name Holding Trade Value Shares
Change 		Change in
Stake
SFA
1901
Source Financial Advisors
New York
$823K +$21.8K +230 +3%
JCM
1902
Jacobsen Capital Management
Utah
$823K – – –
AIA
1903
Alera Investment Advisors
Illinois
$821K +$61.5K +650 +10%
CC
1904
Callan Capital
California
$820K +$83.3K +880 +14%
SFG
1905
Synergy Financial Group
California
$818K -$98.5K -1,040 -12%
WFI
1906
West Family Investments
California
$818K +$3.79K +40 +0.5%
PGWM
1907
Parisi Gray Wealth Management
New Jersey
$817K +$104K +1,100 +18%
TP
1908
Tranquility Partners
Tennessee
$816K -$8.52K -90 -1%
HFP
1909
Holistic Financial Partners
Indiana
$815K -$4.73K -50 -0.7%
AGP
1910
Autumn Glory Partners
Texas
$808K – – –
WCA
1911
Waypoint Capital Advisors
Minnesota
$806K +$91.8K +970 +16%
VC
1912
Vicus Capital
Pennsylvania
$803K -$331K -3,500 -33%
BAM
1913
Blueshift Asset Management
New Jersey
$796K +$281K +2,970 +71%
VP
1914
Verum Partners
North Carolina
$795K -$90K -950 -12%
FMP
1915
Financial Management Professionals
Texas
$794K +$47.3K +500 +8%
CFS
1916
Commonwealth Financial Services
West Virginia
$794K -$244K -2,580 -27%
FHC
1917
First Heartland Consultants
Missouri
$793K +$103K +1,090 +18%
GAM
1918
Gould Asset Management
California
$790K -$23.7K -250 -3%
NRC
1919
New Republic Capital
North Carolina
$789K +$251K +2,650 +60%
JDR
1920
Jay D. Rosenbaum
$788K +$668K +7,060 New
PCMU
1921
Paragon Capital Management (Utah)
Utah
$786K -$653K -6,900 -49%
SFI
1922
SPC Financial Inc
Maryland
$786K +$112K +1,180 +20%
FAG
1923
Fortitude Advisory Group
Washington
$781K -$947 -10 -0.1%
AGWCA
1924
Annis Gardner Whiting Capital Advisors
Florida
$781K +$1.89K +20 +0.3%
PCMH
1925
Polymer Capital Management (HK)
Hong Kong
$781K +$663K +7,000 New
75 76
77
78 79