Filer | 12/31/2023 Share Count | 3/31/2024 Share Count | Change | % Change |
13F Filers Increasing AVGO Share Count |
Ibex Wealth Advisors |
18 |
18,058 |
+18,040 |
+100222.22% |
St. Johns Investment Management Company LLC |
1 |
41 |
+40 |
+4000.00% |
Norden Group LLC |
1,125 |
23,805 |
+22,680 |
+2016.00% |
First Community Trust NA |
49 |
486 |
+437 |
+891.84% |
Security National Bank |
217 |
2,139 |
+1,922 |
+885.71% |
Barrett & Company Inc. |
11 |
76 |
+65 |
+590.91% |
CX Institutional |
1,289 |
8,538 |
+7,249 |
+562.37% |
Rise Advisors LLC |
40 |
227 |
+187 |
+467.50% |
Kesler Norman & Wride LLC |
478 |
2,528 |
+2,050 |
+428.87% |
Brown Miller Wealth Management LLC |
370 |
1,629 |
+1,259 |
+340.27% |
Signal Advisors Wealth LLC |
350 |
1,043 |
+693 |
+198.00% |
Sound Income Strategies LLC |
48 |
141 |
+93 |
+193.75% |
Neville Rodie & Shaw Inc. |
1,015 |
2,868 |
+1,853 |
+182.56% |
First Citizens Bank & Trust Co. |
2,636 |
6,134 |
+3,498 |
+132.70% |
PFG Investments LLC |
1,211 |
2,725 |
+1,514 |
+125.02% |
General Partner Inc. |
312 |
662 |
+350 |
+112.18% |
SeaTown Holdings Pte. Ltd. |
5,285 |
10,917 |
+5,632 |
+106.57% |
Fermata Advisors LLC |
380 |
758 |
+378 |
+99.47% |
DGS Capital Management LLC |
354 |
703 |
+349 |
+98.59% |
Wealth Management Partners LLC |
247 |
489 |
+242 |
+97.98% |
Outlook Wealth Advisors LLC |
538 |
1,061 |
+523 |
+97.21% |
NovaPoint Capital LLC |
183 |
353 |
+170 |
+92.90% |
Wiley BROS. Aintree Capital LLC |
787 |
1,508 |
+721 |
+91.61% |
Matthews International Capital Management LLC |
6,659 |
12,135 |
+5,476 |
+82.23% |
Cypress Wealth Services LLC |
211 |
376 |
+165 |
+78.20% |
Legend Financial Advisors Inc. |
11 |
19 |
+8 |
+72.73% |
Inscription Capital LLC |
492 |
789 |
+297 |
+60.37% |
Oxinas Partners Wealth Management LLC |
690 |
1,036 |
+346 |
+50.14% |
SJS Investment Consulting Inc. |
41 |
61 |
+20 |
+48.78% |
Founders Financial Securities LLC |
1,705 |
2,506 |
+801 |
+46.98% |
Wealthcare Advisory Partners LLC |
2,571 |
3,768 |
+1,197 |
+46.56% |
Rheos Capital Works Inc. |
11,300 |
16,300 |
+5,000 |
+44.25% |
Amplius Wealth Advisors LLC |
419 |
602 |
+183 |
+43.68% |
Sunbelt Securities Inc. |
4,831 |
6,929 |
+2,098 |
+43.43% |
Financial Synergies Wealth Advisors Inc. |
81 |
115 |
+34 |
+41.98% |
Norwood Financial Corp |
75 |
105 |
+30 |
+40.00% |
Claro Advisors LLC |
2,650 |
3,700 |
+1,050 |
+39.62% |
BKD Wealth Advisors LLC |
677 |
944 |
+267 |
+39.44% |
TrueMark Investments LLC |
2,022 |
2,815 |
+793 |
+39.22% |
Annapolis Financial Services LLC |
79 |
109 |
+30 |
+37.97% |
Private Capital Management LLC |
372 |
504 |
+132 |
+35.48% |
Red Tortoise LLC |
62 |
82 |
+20 |
+32.26% |
Occidental Asset Management LLC |
199 |
263 |
+64 |
+32.16% |
Capstone Triton Financial Group LLC |
401 |
524 |
+123 |
+30.67% |
Whelan Financial |
202 |
262 |
+60 |
+29.70% |
Foster Group Inc. |
315 |
408 |
+93 |
+29.52% |
waypoint wealth counsel |
200 |
258 |
+58 |
+29.00% |
Contravisory Investment Management Inc. |
7 |
9 |
+2 |
+28.57% |
Park Edge Advisors LLC |
657 |
842 |
+185 |
+28.16% |
TrimTabs Asset Management LLC |
5,136 |
6,538 |
+1,402 |
+27.30% |
Sovereign Financial Group Inc. |
386 |
491 |
+105 |
+27.20% |
Revolve Wealth Partners LLC |
570 |
725 |
+155 |
+27.19% |
Hodges Capital Management Inc. |
406 |
516 |
+110 |
+27.09% |
Independence Bank of Kentucky |
999 |
1,268 |
+269 |
+26.93% |
Traynor Capital Management Inc. |
3,836 |
4,858 |
+1,022 |
+26.64% |
Hexagon Capital Partners LLC |
122 |
154 |
+32 |
+26.23% |
Cherrydale Wealth Management LLC |
254 |
318 |
+64 |
+25.20% |
MKT Advisors LLC |
417 |
520 |
+103 |
+24.70% |
Montecito Bank & Trust |
1,389 |
1,731 |
+342 |
+24.62% |
Capital Advisors Ltd. LLC |
510 |
635 |
+125 |
+24.51% |
Kathmere Capital Management LLC |
488 |
604 |
+116 |
+23.77% |
Simon Quick Advisors LLC |
1,283 |
1,584 |
+301 |
+23.46% |
Little House Capital LLC |
3,431 |
4,205 |
+774 |
+22.56% |
Thrive Wealth Management LLC |
513 |
628 |
+115 |
+22.42% |
Sendero Wealth Management LLC |
206 |
252 |
+46 |
+22.33% |
Manchester Financial Inc. |
266 |
324 |
+58 |
+21.80% |
JJJ Advisors Inc. |
453 |
550 |
+97 |
+21.41% |
First National Bank of Mount Dora Trust Investment Services |
5,989 |
7,232 |
+1,243 |
+20.75% |
LexAurum Advisors LLC |
692 |
835 |
+143 |
+20.66% |
CWM LLC |
29,192 |
34,952 |
+5,760 |
+19.73% |
Steel Peak Wealth Management LLC |
16,681 |
19,866 |
+3,185 |
+19.09% |
Ameliora Wealth Management Ltd. |
781 |
927 |
+146 |
+18.69% |
Rappaport Reiches Capital Management LLC |
253 |
299 |
+46 |
+18.18% |
Salem Investment Counselors Inc. |
2,233 |
2,635 |
+402 |
+18.00% |
Financial Advisory Corp UT ADV |
321 |
378 |
+57 |
+17.76% |
Wealth Effects LLC |
667 |
782 |
+115 |
+17.24% |
Capital Insight Partners LLC |
366 |
429 |
+63 |
+17.21% |
Red Cedar Investment Management LLC |
7,228 |
8,440 |
+1,212 |
+16.77% |
Westside Investment Management Inc. |
2,218 |
2,578 |
+360 |
+16.23% |
Trifecta Capital Advisors LLC |
2,703 |
3,134 |
+431 |
+15.95% |
Deltec Asset Management LLC |
8,984 |
10,384 |
+1,400 |
+15.58% |
RFG Advisory LLC |
2,948 |
3,394 |
+446 |
+15.13% |
DeDora Capital Inc. |
2,502 |
2,879 |
+377 |
+15.07% |
Keel Point LLC |
940 |
1,081 |
+141 |
+15.00% |
Berger Financial Group Inc |
816 |
936 |
+120 |
+14.71% |
Cornerstone Wealth Group LLC |
8,152 |
9,324 |
+1,172 |
+14.38% |
Trust Point Inc. |
3,756 |
4,290 |
+534 |
+14.22% |
Fundamentun LLC |
5,280 |
6,021 |
+741 |
+14.03% |
First Affirmative Financial Network |
415 |
473 |
+58 |
+13.98% |
GAMMA Investing LLC |
3,971 |
4,510 |
+539 |
+13.57% |
CCG Wealth Management LLC |
185 |
210 |
+25 |
+13.51% |
Orrstown Financial Services Inc. |
310 |
351 |
+41 |
+13.23% |
Ballentine Partners LLC |
6,020 |
6,783 |
+763 |
+12.67% |
Aspire Private Capital LLC |
1,013 |
1,140 |
+127 |
+12.54% |
Parisi Gray Wealth Management |
732 |
823 |
+91 |
+12.43% |
Clarity Financial LLC |
357 |
401 |
+44 |
+12.32% |
OLD National Bancorp IN |
2,278 |
2,555 |
+277 |
+12.16% |
Valeo Financial Advisors LLC |
4,379 |
4,900 |
+521 |
+11.90% |
Veracity Capital LLC |
870 |
973 |
+103 |
+11.84% |
CHICAGO TRUST Co NA |
1,572 |
1,755 |
+183 |
+11.64% |
International Assets Investment Management LLC |
2,981 |
3,325 |
+344 |
+11.54% |
Aletheian Wealth Advisors LLC |
339 |
378 |
+39 |
+11.50% |
ST Germain D J Co. Inc. |
149 |
166 |
+17 |
+11.41% |
Falcon Wealth Planning |
225 |
250 |
+25 |
+11.11% |
Austin Private Wealth LLC |
1,008 |
1,115 |
+107 |
+10.62% |
Tompkins Financial Corp |
105 |
116 |
+11 |
+10.48% |
Naviter Wealth LLC |
2,543 |
2,809 |
+266 |
+10.46% |
Cottage Street Advisors LLC |
504 |
556 |
+52 |
+10.32% |
Sandbox Financial Partners LLC |
882 |
972 |
+90 |
+10.20% |
Stockman Wealth Management Inc. |
318 |
350 |
+32 |
+10.06% |
Veriti Management LLC |
9,677 |
10,639 |
+962 |
+9.94% |
Investment Partners Asset Management Inc. |
333 |
366 |
+33 |
+9.91% |
Capital Advisors Wealth Management LLC |
1,385 |
1,522 |
+137 |
+9.89% |
One Wealth Advisors LLC |
582 |
639 |
+57 |
+9.79% |
Rooted Wealth Advisors Inc. |
194 |
213 |
+19 |
+9.79% |
Berry Wealth Group LP |
4,994 |
5,476 |
+482 |
+9.65% |
Relyea Zuckerberg Hanson LLC |
869 |
952 |
+83 |
+9.55% |
Kowal Investment Group LLC |
777 |
850 |
+73 |
+9.40% |
Pettinga Financial Advisors LLC |
247 |
270 |
+23 |
+9.31% |
Anderson Hoagland & Co. |
2,432 |
2,658 |
+226 |
+9.29% |
Key Client Fiduciary Advisors LLC |
367 |
401 |
+34 |
+9.26% |
Park Place Capital Corp |
819 |
894 |
+75 |
+9.16% |
Cooper Financial Group |
4,475 |
4,879 |
+404 |
+9.03% |
Consilio Wealth Advisors LLC |
366 |
399 |
+33 |
+9.02% |
Firethorn Wealth Partners LLC |
223 |
243 |
+20 |
+8.97% |
Johnson & White Wealth Management LLC |
1,455 |
1,580 |
+125 |
+8.59% |
Core Wealth Partners LLC |
578 |
627 |
+49 |
+8.48% |
McGlone Suttner Wealth Management Inc. |
623 |
675 |
+52 |
+8.35% |
Purus Wealth Management LLC |
3,568 |
3,852 |
+284 |
+7.96% |
Fifth Third Wealth Advisors LLC |
2,031 |
2,192 |
+161 |
+7.93% |
Traveka Wealth LLC |
493 |
532 |
+39 |
+7.91% |
RMR Wealth Builders |
6,550 |
7,064 |
+514 |
+7.85% |
Ausdal Financial Partners Inc. |
244 |
263 |
+19 |
+7.79% |
Banque Cantonale Vaudoise |
8,882 |
9,574 |
+692 |
+7.79% |
Brookstone Capital Management |
2,770 |
2,981 |
+211 |
+7.62% |
Hennion & Walsh Asset Management Inc. |
5,293 |
5,689 |
+396 |
+7.48% |
Copeland Capital Management LLC |
22,540 |
24,213 |
+1,673 |
+7.42% |
Jackson Square Capital LLC |
8,832 |
9,474 |
+642 |
+7.27% |
Hoxton Planning & Management LLC |
548 |
587 |
+39 |
+7.12% |
Perkins Coie Trust Co |
3,332 |
3,546 |
+214 |
+6.42% |
Clarity Wealth Advisors LLC |
355 |
377 |
+22 |
+6.20% |
Park Avenue Securities LLC |
12,407 |
13,160 |
+753 |
+6.07% |
First Hawaiian Bank |
4,953 |
5,246 |
+293 |
+5.92% |
Kennedy Investment Group |
3,909 |
4,140 |
+231 |
+5.91% |
SOA Wealth Advisors LLC. |
34 |
36 |
+2 |
+5.88% |
Winthrop Advisory Group LLC |
243 |
257 |
+14 |
+5.76% |
Aspiriant LLC |
1,024 |
1,082 |
+58 |
+5.66% |
Collective Family Office LLC |
214 |
226 |
+12 |
+5.61% |
Miracle Mile Advisors LLC |
4,367 |
4,611 |
+244 |
+5.59% |
Los Angeles Capital Management & Equity Research Inc. |
306,132 |
323,048 |
+16,916 |
+5.53% |
Pinnacle Bank |
188 |
198 |
+10 |
+5.32% |
New Mexico Educational Retirement Board |
22,846 |
24,046 |
+1,200 |
+5.25% |
Pallas Capital Advisors LLC |
12,290 |
12,912 |
+622 |
+5.06% |
Prentice Wealth Management LLC |
575 |
604 |
+29 |
+5.04% |
Register Financial Advisors LLC |
338 |
355 |
+17 |
+5.03% |
Seamount Financial Group Inc. |
1,373 |
1,437 |
+64 |
+4.66% |
Mayfair Advisory Group LLC |
221 |
231 |
+10 |
+4.52% |
Royal Fund Management LLC |
4,888 |
5,109 |
+221 |
+4.52% |
Congress Wealth Management LLC DE |
10,247 |
10,709 |
+462 |
+4.51% |
Exchange Bank |
227 |
237 |
+10 |
+4.41% |
Cullinan Associates Inc. |
2,031 |
2,120 |
+89 |
+4.38% |
Strategic Planning Group LLC |
2,251 |
2,348 |
+97 |
+4.31% |
Valley National Advisers Inc. |
1,096 |
1,143 |
+47 |
+4.29% |
State of Michigan Retirement System |
167,866 |
174,466 |
+6,600 |
+3.93% |
River Street Advisors LLC |
1,639 |
1,699 |
+60 |
+3.66% |
Verum Partners LLC |
712 |
738 |
+26 |
+3.65% |
Means Investment CO. Inc. |
440 |
456 |
+16 |
+3.64% |
Cornerstone Wealth Management LLC |
554 |
574 |
+20 |
+3.61% |
Cullen Investment Group LTD. |
8,188 |
8,482 |
+294 |
+3.59% |
Atwood & Palmer Inc. |
355 |
367 |
+12 |
+3.38% |
Stratos Wealth Partners LTD. |
16,576 |
17,127 |
+551 |
+3.32% |
Accel Wealth Management |
888 |
917 |
+29 |
+3.27% |
Yoder Wealth Management Inc. |
214 |
221 |
+7 |
+3.27% |
Signet Financial Management LLC |
5,850 |
6,038 |
+188 |
+3.21% |
KRS Capital Management LLC |
1,455 |
1,501 |
+46 |
+3.16% |
Green Alpha Advisors LLC |
1,211 |
1,248 |
+37 |
+3.06% |
Financial Security Advisor Inc. |
591 |
609 |
+18 |
+3.05% |
Fiduciary Alliance LLC |
336 |
346 |
+10 |
+2.98% |
Lpwm LLC |
537 |
552 |
+15 |
+2.79% |
ERn Financial LLC |
511 |
525 |
+14 |
+2.74% |
Ashton Thomas Private Wealth LLC |
9,679 |
9,937 |
+258 |
+2.67% |
Trust Co. of Toledo NA OH |
1,513 |
1,551 |
+38 |
+2.51% |
Sunburst Financial Group LLC |
240 |
246 |
+6 |
+2.50% |
Breakwater Capital Group |
241 |
247 |
+6 |
+2.49% |
Cyndeo Wealth Partners LLC |
15,475 |
15,851 |
+376 |
+2.43% |
Bangor Savings Bank |
414 |
424 |
+10 |
+2.42% |
Astoria Portfolio Advisors LLC. |
614 |
628 |
+14 |
+2.28% |
Wealthfront Advisers LLC |
41,512 |
42,435 |
+923 |
+2.22% |
Marshall Financial Group LLC |
2,637 |
2,695 |
+58 |
+2.20% |
Allen Capital Group LLC |
647 |
661 |
+14 |
+2.16% |
Wedmont Private Capital |
3,587 |
3,663 |
+76 |
+2.12% |
Woodmont Investment Counsel LLC |
13,475 |
13,756 |
+281 |
+2.09% |
Gulf International Bank UK Ltd |
37,064 |
37,830 |
+766 |
+2.07% |
Bay Harbor Wealth Management LLC |
102 |
104 |
+2 |
+1.96% |
Baker Ellis Asset Management LLC |
4,122 |
4,202 |
+80 |
+1.94% |
Monument Capital Management |
2,926 |
2,980 |
+54 |
+1.85% |
Weaver Consulting Group |
283 |
288 |
+5 |
+1.77% |
Nikulski Financial Inc. |
1,544 |
1,571 |
+27 |
+1.75% |
O ROURKE & COMPANY Inc |
203 |
206 |
+3 |
+1.48% |
IVC Wealth Advisors LLC |
210 |
213 |
+3 |
+1.43% |
Corundum Group Inc. |
523 |
530 |
+7 |
+1.34% |
Echo45 Advisors LLC |
304 |
308 |
+4 |
+1.32% |
Citizens Business Bank |
5,927 |
6,003 |
+76 |
+1.28% |
MV Capital Management Inc. |
239 |
242 |
+3 |
+1.26% |
Security Financial Services INC. |
400 |
405 |
+5 |
+1.25% |
Daymark Wealth Partners LLC |
14,366 |
14,546 |
+180 |
+1.25% |
Patten Group Inc. |
3,461 |
3,501 |
+40 |
+1.16% |
RDA Financial Network |
5,173 |
5,232 |
+59 |
+1.14% |
Channel Wealth LLC |
1,011 |
1,022 |
+11 |
+1.09% |
Burns J W & Co. Inc. NY |
191 |
193 |
+2 |
+1.05% |
Tarbox Family Office Inc. |
190 |
192 |
+2 |
+1.05% |
WBH Advisory Inc. |
401 |
405 |
+4 |
+1.00% |
Benchmark Financial Wealth Advisors LLC |
400 |
404 |
+4 |
+1.00% |
Mcdonald Partners LLC |
2,635 |
2,658 |
+23 |
+0.87% |
Fragasso Group Inc. |
4,363 |
4,400 |
+37 |
+0.85% |
Maryland State Retirement & Pension System |
33,465 |
33,702 |
+237 |
+0.71% |
Czech National Bank |
76,878 |
77,427 |
+549 |
+0.71% |
Community Bank & Trust Waco Texas |
2,724 |
2,743 |
+19 |
+0.70% |
Buckley Wealth Management LLC |
1,145 |
1,153 |
+8 |
+0.70% |
Bay Rivers Group |
6,460 |
6,505 |
+45 |
+0.70% |
Moseley Investment Management Inc. |
4,640 |
4,670 |
+30 |
+0.65% |
Sarasin & Partners LLP |
170,259 |
171,313 |
+1,054 |
+0.62% |
Moody National Bank Trust Division |
5,920 |
5,956 |
+36 |
+0.61% |
Capstone Wealth Management Group LLC |
3,484 |
3,502 |
+18 |
+0.52% |
WFA Asset Management Corp |
211 |
212 |
+1 |
+0.47% |
Southland Equity Partners LLC |
213 |
214 |
+1 |
+0.47% |
Bristlecone Advisors LLC |
244 |
245 |
+1 |
+0.41% |
Quad Cities Investment Group LLC |
777 |
780 |
+3 |
+0.39% |
CAP Partners LLC |
254 |
255 |
+1 |
+0.39% |
Meadow Creek Wealth Advisors LLC |
1,614 |
1,620 |
+6 |
+0.37% |
Walker Asset Management LLC |
288 |
289 |
+1 |
+0.35% |
WESPAC Advisors SoCal LLC |
13,140 |
13,180 |
+40 |
+0.30% |
Measured Wealth Private Client Group LLC |
1,987 |
1,993 |
+6 |
+0.30% |
Integrity Wealth Solutions LLC |
363 |
364 |
+1 |
+0.28% |
Game Plan Financial Advisors LLC |
1,543 |
1,547 |
+4 |
+0.26% |
NBC Securities Inc. |
8,401 |
8,414 |
+13 |
+0.15% |
Xcel Wealth Management LLC |
2,651 |
2,655 |
+4 |
+0.15% |
CVA Family Office LLC |
2,376 |
2,379 |
+3 |
+0.13% |
Lake Street Financial LLC |
2,532 |
2,535 |
+3 |
+0.12% |
Atlantic Union Bankshares Corp |
16,682 |
16,698 |
+16 |
+0.10% |
Insight Wealth Strategies LLC |
2,952 |
2,954 |
+2 |
+0.07% |
Compton Wealth Advisory Group LLC |
3,363 |
3,365 |
+2 |
+0.06% |
Procyon Private Wealth Partners LLC |
6,432 |
6,436 |
+4 |
+0.06% |
IFM Investors Pty Ltd |
89,867 |
89,874 |
+7 |
+0.01% |
13F Filers Reporting New Positions In AVGO |
MJP Associates Inc. ADV |
0 |
351 |
+351 |
+100% |
Gillespie Robinson & Grimm Inc. |
0 |
229 |
+229 |
+100% |
American National Bank & Trust Co. VA |
0 |
3,814 |
+3,814 |
+100% |
Franklin Street Advisors Inc. NC |
0 |
302 |
+302 |
+100% |
Abner Herrman & Brock LLC |
0 |
196 |
+196 |
+100% |
Amarillo National Bank |
0 |
155 |
+155 |
+100% |
Chatham Capital Group Inc. |
0 |
179 |
+179 |
+100% |
Overbrook Management Corp |
0 |
5,217 |
+5,217 |
+100% |
Buffington Mohr McNeal |
0 |
1,543 |
+1,543 |
+100% |
Farmers Trust Co. |
0 |
155 |
+155 |
+100% |
Westend Capital Management LLC |
0 |
3,861 |
+3,861 |
+100% |
Northwest Investment Counselors LLC |
0 |
134 |
+134 |
+100% |
Mechanics Bank Trust Department |
0 |
168 |
+168 |
+100% |
Retirement Planning Group |
0 |
236 |
+236 |
+100% |
Brookmont Capital Management |
0 |
164 |
+164 |
+100% |
New England Professional Planning Group Inc. |
0 |
200 |
+200 |
+100% |
Madrona Financial Services LLC |
0 |
155 |
+155 |
+100% |
New England Research & Management Inc. |
0 |
1,161 |
+1,161 |
+100% |
BTC Capital Management Inc. |
0 |
14,854 |
+14,854 |
+100% |
Richardson Capital Management LLC |
0 |
22 |
+22 |
+100% |
McNamara Financial Services Inc. |
0 |
414 |
+414 |
+100% |
Inspirion Wealth Advisors LLC |
0 |
175 |
+175 |
+100% |
True North Advisors LLC |
0 |
1,272 |
+1,272 |
+100% |
Covea Finance |
0 |
37,900 |
+37,900 |
+100% |
Pensionfund Sabic |
0 |
2,550 |
+2,550 |
+100% |
First PREMIER Bank |
0 |
15 |
+15 |
+100% |
Handelsinvest Investeringsforvaltning |
0 |
2,139 |
+2,139 |
+100% |
Well Done LLC |
0 |
188 |
+188 |
+100% |
First Bank & Trust |
0 |
212 |
+212 |
+100% |
Perennial Advisors LLC |
0 |
155 |
+155 |
+100% |
Synergy Financial Management LLC |
0 |
184 |
+184 |
+100% |
Parkside Investments LLC |
0 |
174 |
+174 |
+100% |
17 Capital Partners LLC |
0 |
230 |
+230 |
+100% |
G&S Capital LLC |
0 |
835 |
+835 |
+100% |
Ellenbecker Investment Group |
0 |
176 |
+176 |
+100% |
APCM Wealth Management for Individuals |
0 |
242 |
+242 |
+100% |
D. B. Root & Company LLC |
0 |
157 |
+157 |
+100% |
Leeward Financial Partners LLC |
0 |
160 |
+160 |
+100% |
Evolution Wealth Advisors LLC |
0 |
156 |
+156 |
+100% |
Patriot Investment Management Inc. |
0 |
500 |
+500 |
+100% |
Capital Planning LLC |
0 |
350 |
+350 |
+100% |
WJ Wealth Management LLC |
0 |
188 |
+188 |
+100% |
Future Financial Wealth Managment LLC |
0 |
155 |
+155 |
+100% |
Tempus Wealth Planning LLC |
0 |
153 |
+153 |
+100% |
Capital CS Group LLC |
0 |
474 |
+474 |
+100% |
Bennett Selby Investments LP |
0 |
186 |
+186 |
+100% |
RFG Holdings Inc. |
0 |
294 |
+294 |
+100% |
Willis Johnson & Associates Inc. |
0 |
227 |
+227 |
+100% |
Ridgecrest Wealth Partners LLC |
0 |
3,110 |
+3,110 |
+100% |
Keystone Wealth Services LLC |
0 |
159 |
+159 |
+100% |
Strategic Financial Concepts LLC |
0 |
255 |
+255 |
+100% |
Crestmont Private Wealth LLC |
0 |
172 |
+172 |
+100% |
US Asset Management LLC |
0 |
622 |
+622 |
+100% |
Roberts Wealth Advisors LLC |
0 |
270 |
+270 |
+100% |
Lockerman Financial Group Inc. |
0 |
238 |
+238 |
+100% |
Next Level Private LLC |
0 |
1,000 |
+1,000 |
+100% |
Redmont Wealth Advisors LLC |
0 |
27 |
+27 |
+100% |
Marion Wealth Management |
0 |
191 |
+191 |
+100% |
High Net Worth Advisory Group LLC |
0 |
251 |
+251 |
+100% |
Andina Capital Management LLC |
0 |
688 |
+688 |
+100% |
Worth Asset Management LLC |
0 |
2,061 |
+2,061 |
+100% |
Sutton Place Investors LLC |
0 |
232 |
+232 |
+100% |
Global Assets Advisory LLC |
0 |
39,158 |
+39,158 |
+100% |
Midwest Financial Group LLC |
0 |
182 |
+182 |
+100% |
GSG Advisors LLC |
0 |
345 |
+345 |
+100% |
Iams Wealth Management LLC |
0 |
691 |
+691 |
+100% |
Sentry LLC |
0 |
178 |
+178 |
+100% |
Marest Capital LLC |
0 |
448 |
+448 |
+100% |
Accordant Advisory Group Inc |
0 |
632 |
+632 |
+100% |
VanderPol Investments L.L.C. |
0 |
185 |
+185 |
+100% |
Foguth Wealth Management LLC. |
0 |
305 |
+305 |
+100% |
Emprise Bank |
0 |
2,830 |
+2,830 |
+100% |
13F Filers With Unchanged Share Count |
Meyer Handelman Co. |
300 |
300 |
UNCH |
0.00% |
City Holding Co. |
85 |
85 |
UNCH |
0.00% |
Investors Asset Management of Georgia Inc. GA ADV |
567 |
567 |
UNCH |
0.00% |
Guyasuta Investment Advisors Inc. |
1,024 |
1,024 |
UNCH |
0.00% |
Optimum Investment Advisors |
1,401 |
1,401 |
UNCH |
0.00% |
Spirit of America Management Corp NY |
100 |
100 |
UNCH |
0.00% |
Sanders Morris Harris LLC |
2,035 |
2,035 |
UNCH |
0.00% |
Selway Asset Management |
455 |
455 |
UNCH |
0.00% |
Trust Co. of Oklahoma |
1,110 |
1,110 |
UNCH |
0.00% |
First National Bank Sioux Falls |
252 |
252 |
UNCH |
0.00% |
Indiana Trust & Investment Management CO |
38 |
38 |
UNCH |
0.00% |
Financial Sense Advisors Inc. |
467 |
467 |
UNCH |
0.00% |
Ipswich Investment Management Co. Inc. |
435 |
435 |
UNCH |
0.00% |
Asset Allocation & Management Company LLC |
457 |
457 |
UNCH |
0.00% |
West Coast Financial LLC |
210 |
210 |
UNCH |
0.00% |
Consolidated Investment Group LLC |
13,172 |
13,172 |
UNCH |
0.00% |
Osher Van de Voorde Investment Management |
800 |
800 |
UNCH |
0.00% |
Lowe Wealth Advisors LLC |
5 |
5 |
UNCH |
0.00% |
Oakworth Capital Inc. |
1,176 |
1,176 |
UNCH |
0.00% |
D. Scott Neal Inc. |
218 |
218 |
UNCH |
0.00% |
E&G Advisors LP |
1,550 |
1,550 |
UNCH |
0.00% |
Cranbrook Wealth Management LLC |
15 |
15 |
UNCH |
0.00% |
CKW Financial Group |
27 |
27 |
UNCH |
0.00% |
Stanley Laman Group Ltd. |
1,321 |
1,321 |
UNCH |
0.00% |
Private Ocean LLC |
115 |
115 |
UNCH |
0.00% |
Curbstone Financial Management Corp |
544 |
544 |
UNCH |
0.00% |
Northside Capital Management LLC |
329 |
329 |
UNCH |
0.00% |
Barry Investment Advisors LLC |
204 |
204 |
UNCH |
0.00% |
Nicholas Hoffman & Company LLC. |
20,740 |
20,740 |
UNCH |
0.00% |
Arthur M. Cohen & Associates LLC |
372 |
372 |
UNCH |
0.00% |
Radnor Capital Management LLC |
202 |
202 |
UNCH |
0.00% |
Founders Capital Management |
11 |
11 |
UNCH |
0.00% |
Global Trust Asset Management LLC |
28 |
28 |
UNCH |
0.00% |
Northwest Capital Management Inc |
11 |
11 |
UNCH |
0.00% |
Steigerwald Gordon & Koch Inc. |
301 |
301 |
UNCH |
0.00% |
Pathway Financial Advisors LLC |
933 |
933 |
UNCH |
0.00% |
Pflug Koory LLC |
35 |
35 |
UNCH |
0.00% |
Essex Savings Bank |
2,676 |
2,676 |
UNCH |
0.00% |
Pasadena Private Wealth LLC |
208 |
208 |
UNCH |
0.00% |
Ellis Investment Partners LLC |
245 |
245 |
UNCH |
0.00% |
Yarbrough Capital LLC |
28,519 |
28,519 |
UNCH |
0.00% |
HBW Advisory Services LLC |
3,448 |
3,448 |
UNCH |
0.00% |
Cedar Mountain Advisors LLC |
2 |
2 |
UNCH |
0.00% |
Tsfg LLC |
6 |
6 |
UNCH |
0.00% |
Apella Capital LLC |
243 |
243 |
UNCH |
0.00% |
Lion Street Advisors LLC |
318 |
318 |
UNCH |
0.00% |
Magnolia Capital Management Ltd. |
800 |
800 |
UNCH |
0.00% |
Capital Market Strategies LLC |
739 |
739 |
UNCH |
0.00% |
Davis Capital Management |
6 |
6 |
UNCH |
0.00% |
Catalyst Private Wealth LLC |
440 |
440 |
UNCH |
0.00% |
Iron Horse Wealth Management LLC |
8 |
8 |
UNCH |
0.00% |
Roth Financial Partners LLC |
230 |
230 |
UNCH |
0.00% |
RWM Asset Management LLC |
201 |
201 |
UNCH |
0.00% |
FOCUS Wealth Advisors LLC |
492 |
492 |
UNCH |
0.00% |
Alliance Wealth Advisors LLC |
322 |
322 |
UNCH |
0.00% |
Bank of New Hampshire |
55 |
55 |
UNCH |
0.00% |
Five Oceans Advisors |
1,037 |
1,037 |
UNCH |
0.00% |
McElhenny Sheffield Capital Management LLC |
277 |
277 |
UNCH |
0.00% |
Maryland Capital Advisors Inc. |
195 |
195 |
UNCH |
0.00% |
AHL Investment Management Inc. |
246 |
246 |
UNCH |
0.00% |
Kathleen S. Wright Associates Inc. |
9 |
9 |
UNCH |
0.00% |
City State Bank |
134 |
134 |
UNCH |
0.00% |
Family CFO Inc |
10 |
10 |
UNCH |
0.00% |
BetterWealth LLC |
602 |
602 |
UNCH |
0.00% |
Global Wealth Strategies & Associates |
15 |
15 |
UNCH |
0.00% |
Armstrong Advisory Group Inc. |
197 |
197 |
UNCH |
0.00% |
Signature Resources Capital Management LLC |
74 |
74 |
UNCH |
0.00% |
Horizons Wealth Management |
5 |
5 |
UNCH |
0.00% |
Coston McIsaac & Partners |
58 |
58 |
UNCH |
0.00% |
MGO Private Wealth LLC |
234 |
234 |
UNCH |
0.00% |
Hofer & Associates. Inc |
424 |
424 |
UNCH |
0.00% |
Stephens Consulting LLC |
20 |
20 |
UNCH |
0.00% |
Seed Wealth Management Inc. |
831 |
831 |
UNCH |
0.00% |
Tanglewood Legacy Advisors LLC |
90 |
90 |
UNCH |
0.00% |
Lakewood Asset Management LLC |
334 |
334 |
UNCH |
0.00% |
Trivant Custom Portfolio Group LLC |
333 |
333 |
UNCH |
0.00% |
Williams & Novak LLC |
279 |
279 |
UNCH |
0.00% |
PFS Partners LLC |
8 |
8 |
UNCH |
0.00% |
Trust Co of the South |
388 |
388 |
UNCH |
0.00% |
Voisard Asset Management Group Inc. |
212 |
212 |
UNCH |
0.00% |
1858 Wealth Management LLC |
273 |
273 |
UNCH |
0.00% |
Transcendent Capital Group LLC |
591 |
591 |
UNCH |
0.00% |
13F Filers Decreasing AVGO Share Count |
Cutler Group LP |
4,448 |
8 |
-4,440 |
-99.82% |
Stratos Wealth Advisors LLC |
4,568 |
710 |
-3,858 |
-84.46% |
Bremer Bank National Association |
2,504 |
426 |
-2,078 |
-82.99% |
Roble Belko & Company Inc |
40 |
16 |
-24 |
-60.00% |
Abundance Wealth Counselors |
3,041 |
1,396 |
-1,645 |
-54.09% |
Charles Schwab Trust Co |
5,189 |
2,427 |
-2,762 |
-53.23% |
Hanson & Doremus Investment Management |
120 |
59 |
-61 |
-50.83% |
Red Door Wealth Management LLC |
740 |
367 |
-373 |
-50.41% |
OneAscent Financial Services LLC |
477 |
256 |
-221 |
-46.33% |
Apeiron RIA LLC |
1,108 |
610 |
-498 |
-44.95% |
O Brien Wealth Partners LLC |
9 |
5 |
-4 |
-44.44% |
Lloyd Advisory Services LLC. |
474 |
275 |
-199 |
-41.98% |
Tower Wealth Partners Inc. |
305 |
177 |
-128 |
-41.97% |
Atticus Wealth Management LLC |
505 |
300 |
-205 |
-40.59% |
Artemis Investment Management LLP |
79,769 |
47,643 |
-32,126 |
-40.27% |
Oliver Luxxe Assets LLC |
7,352 |
4,499 |
-2,853 |
-38.81% |
Sandy Cove Advisors LLC |
599 |
367 |
-232 |
-38.73% |
NatWest Group plc |
8,298 |
5,225 |
-3,073 |
-37.03% |
AlphaMark Advisors LLC |
1,266 |
801 |
-465 |
-36.73% |
Moisand Fitzgerald Tamayo LLC |
22 |
14 |
-8 |
-36.36% |
Clarus Group Inc. |
383 |
246 |
-137 |
-35.77% |
M&R Capital Management Inc. |
30,480 |
20,006 |
-10,474 |
-34.36% |
Park National Corp OH |
1,999 |
1,323 |
-676 |
-33.82% |
Exchange Traded Concepts LLC |
10,974 |
7,270 |
-3,704 |
-33.75% |
BluePath Capital Management LLC |
622 |
415 |
-207 |
-33.28% |
Clifford Swan Investment Counsel LLC |
4,434 |
3,019 |
-1,415 |
-31.91% |
WoodTrust Financial Corp |
264 |
180 |
-84 |
-31.82% |
Miller Howard Investments Inc. NY |
80,733 |
56,478 |
-24,255 |
-30.04% |
LongView Wealth Management |
340 |
238 |
-102 |
-30.00% |
Everpar Advisors LLC |
1,878 |
1,328 |
-550 |
-29.29% |
DB Fitzpatrick & Co Inc |
1,225 |
874 |
-351 |
-28.65% |
Lincoln Capital Corp |
263 |
190 |
-73 |
-27.76% |
Tevis Investment Management |
309 |
225 |
-84 |
-27.18% |
Douglas Lane & Associates LLC |
632 |
463 |
-169 |
-26.74% |
Forbes J M & Co. LLP |
15,436 |
11,351 |
-4,085 |
-26.46% |
Red Spruce Capital LLC |
4,713 |
3,515 |
-1,198 |
-25.42% |
Columbus Macro LLC |
995 |
765 |
-230 |
-23.12% |
Rockland Trust Co. |
550 |
424 |
-126 |
-22.91% |
EFG Asset Management Americas Corp. |
2,678 |
2,069 |
-609 |
-22.74% |
Narus Financial Partners LLC |
254 |
197 |
-57 |
-22.44% |
OneAscent Wealth Management LLC |
541 |
421 |
-120 |
-22.18% |
Fort Pitt Capital Group LLC |
71,425 |
55,595 |
-15,830 |
-22.16% |
Advisor Resource Council |
1,470 |
1,146 |
-324 |
-22.04% |
Kingswood Wealth Advisors LLC |
5,355 |
4,198 |
-1,157 |
-21.61% |
Carlson Capital Management |
841 |
661 |
-180 |
-21.40% |
Forza Wealth Management LLC |
1,430 |
1,130 |
-300 |
-20.98% |
Spinnaker Investment Group LLC |
2,864 |
2,267 |
-597 |
-20.84% |
Elk River Wealth Management LLC |
13,807 |
10,984 |
-2,823 |
-20.45% |
Opal Wealth Advisors LLC |
432 |
344 |
-88 |
-20.37% |
Teamwork Financial Advisors LLC |
2,504 |
2,000 |
-504 |
-20.13% |
FCG Investment Co |
3,245 |
2,596 |
-649 |
-20.00% |
PayPay Securities Corp |
5 |
4 |
-1 |
-20.00% |
CHURCHILL MANAGEMENT Corp |
47,308 |
38,305 |
-9,003 |
-19.03% |
Financial Management Professionals Inc. |
711 |
576 |
-135 |
-18.99% |
Apexium Financial LP |
938 |
760 |
-178 |
-18.98% |
Thomasville National Bank |
227 |
184 |
-43 |
-18.94% |
ZRC Wealth Management LLC |
128 |
104 |
-24 |
-18.75% |
Eagle Wealth Strategies LLC |
491 |
399 |
-92 |
-18.74% |
Integrated Investment Consultants LLC |
454 |
370 |
-84 |
-18.50% |
DNB Asset Management AS |
114,759 |
93,668 |
-21,091 |
-18.38% |
One One Wealth Management LLC |
440 |
361 |
-79 |
-17.95% |
Calton & Associates Inc. |
211 |
174 |
-37 |
-17.54% |
Hudson Capital Management LLC |
4,325 |
3,608 |
-717 |
-16.58% |
MBL Wealth LLC |
1,382 |
1,157 |
-225 |
-16.28% |
Cedar Brook Financial Partners LLC |
1,613 |
1,360 |
-253 |
-15.69% |
Viking Fund Management LLC |
21,710 |
18,310 |
-3,400 |
-15.66% |
Boston Common Asset Management LLC |
22,495 |
18,990 |
-3,505 |
-15.58% |
New Hampshire Trust |
4,025 |
3,404 |
-621 |
-15.43% |
RBA Wealth Management LLC |
6,991 |
5,914 |
-1,077 |
-15.41% |
Caldwell Sutter Capital Inc. |
266 |
225 |
-41 |
-15.41% |
Hengehold Capital Management LLC |
3,708 |
3,146 |
-562 |
-15.16% |
Cardinal Capital Management Inc. |
18,264 |
15,516 |
-2,748 |
-15.05% |
Symphony Financial Ltd. Co. |
4,631 |
3,939 |
-692 |
-14.94% |
Fulcrum Capital LLC |
437 |
373 |
-64 |
-14.65% |
Retirement Guys Formula LLC |
1,115 |
953 |
-162 |
-14.53% |
Lifestyle Asset Management Inc. |
571 |
489 |
-82 |
-14.36% |
IMC Chicago LLC |
19,604 |
16,836 |
-2,768 |
-14.12% |
Azzad Asset Management Inc. ADV |
4,772 |
4,103 |
-669 |
-14.02% |
Harbour Capital Advisors LLC |
7,383 |
6,356 |
-1,027 |
-13.91% |
Eagle Rock Investment Company LLC |
21,865 |
18,855 |
-3,010 |
-13.77% |
Dakota Community Bank & Trust NA |
197 |
170 |
-27 |
-13.71% |
Campbell Newman Asset Management Inc. |
50,680 |
43,769 |
-6,911 |
-13.64% |
Greystone Financial Group LLC |
9,343 |
8,120 |
-1,223 |
-13.09% |
Buckingham Capital Management Inc. |
16,247 |
14,124 |
-2,123 |
-13.07% |
Stableford Capital II LLC |
847 |
738 |
-109 |
-12.87% |
Financial Advisory Partners LLC |
5,391 |
4,700 |
-691 |
-12.82% |
Annex Advisory Services LLC |
6,416 |
5,603 |
-813 |
-12.67% |
American Institute for Advanced Investment Management LLP |
320 |
280 |
-40 |
-12.50% |
KMG Fiduciary Partners LLC |
537 |
474 |
-63 |
-11.73% |
KAMES CAPITAL plc |
266,437 |
235,273 |
-31,164 |
-11.70% |
Clarius Group LLC |
3,524 |
3,120 |
-404 |
-11.46% |
Canandaigua National Bank & Trust Co. |
804 |
713 |
-91 |
-11.32% |
Aurum Wealth Management Group LLC |
2,252 |
2,001 |
-251 |
-11.15% |
Shira Ridge Wealth Management |
180 |
160 |
-20 |
-11.11% |
Octavia Wealth Advisors LLC |
1,062 |
944 |
-118 |
-11.11% |
Town & Country Bank & Trust CO dba First Bankers Trust CO |
8,539 |
7,607 |
-932 |
-10.91% |
Paradiem LLC |
7,894 |
7,042 |
-852 |
-10.79% |
Pure Financial Advisors Inc. |
525 |
470 |
-55 |
-10.48% |
Capital Asset Advisory Services LLC |
991 |
890 |
-101 |
-10.19% |
Manning & Napier Group LLC |
53,846 |
48,533 |
-5,313 |
-9.87% |
MEAG MUNICH ERGO Kapitalanlagegesellschaft mbH |
29,378 |
26,482 |
-2,896 |
-9.86% |
Symmetry Partners LLC |
6,490 |
5,858 |
-632 |
-9.74% |
Carmel Capital Management L.L.C. |
20,635 |
18,629 |
-2,006 |
-9.72% |
Kovack Advisors Inc. |
4,910 |
4,436 |
-474 |
-9.65% |
Transform Wealth LLC |
19,868 |
17,991 |
-1,877 |
-9.45% |
Ferguson Wellman Capital Management Inc. |
93,971 |
85,215 |
-8,756 |
-9.32% |
Affinity Wealth Management LLC |
485 |
440 |
-45 |
-9.28% |
Robbins Farley LLC |
4,454 |
4,042 |
-412 |
-9.25% |
Paragon Capital Management Ltd |
1,077 |
978 |
-99 |
-9.19% |
Alpha Omega Wealth Management LLC |
4,261 |
3,881 |
-380 |
-8.92% |
Richard P Slaughter Associates Inc |
2,560 |
2,334 |
-226 |
-8.83% |
Colton Groome Financial Advisors LLC |
2,055 |
1,876 |
-179 |
-8.71% |
Central Bank & Trust Co. |
1,515 |
1,386 |
-129 |
-8.51% |
Congress Asset Management Co. MA |
9,174 |
8,414 |
-760 |
-8.28% |
Stewart & Patten Co. LLC |
20,519 |
18,827 |
-1,692 |
-8.25% |
Appleton Partners Inc. MA |
20,701 |
19,013 |
-1,688 |
-8.15% |
Financial Enhancement Group LLC |
7,331 |
6,743 |
-588 |
-8.02% |
Sunflower Bank N.A. |
439 |
404 |
-35 |
-7.97% |
Beech Hill Advisors Inc. |
3,402 |
3,132 |
-270 |
-7.94% |
Invera Wealth Advisors LLC |
908 |
836 |
-72 |
-7.93% |
Navalign LLC |
1,498 |
1,380 |
-118 |
-7.88% |
Peterson Wealth Advisors LLC |
261 |
241 |
-20 |
-7.66% |
Carolina Wealth Advisors LLC |
7,244 |
6,696 |
-548 |
-7.56% |
Windsor Capital Management LLC |
1,340 |
1,239 |
-101 |
-7.54% |
Reliant Investment Management LLC |
9,461 |
8,756 |
-705 |
-7.45% |
Drive Wealth Management LLC |
1,211 |
1,121 |
-90 |
-7.43% |
Graphene Investments SAS |
2,700 |
2,500 |
-200 |
-7.41% |
Allspring Global Investments Holdings LLC |
160,746 |
148,921 |
-11,825 |
-7.36% |
Addenda Capital Inc. |
27,090 |
25,101 |
-1,989 |
-7.34% |
Compass Wealth Management LLC |
15,271 |
14,158 |
-1,113 |
-7.29% |
Michael S. Ryan Inc. |
956 |
889 |
-67 |
-7.01% |
Aprio Wealth Management LLC |
1,255 |
1,167 |
-88 |
-7.01% |
First Financialcorp IN |
1,112 |
1,034 |
-78 |
-7.01% |
Chapin Davis Inc. |
4,490 |
4,178 |
-312 |
-6.95% |
Atlas Capital Advisors LLC |
828 |
773 |
-55 |
-6.64% |
McLean Asset Management Corp |
278 |
260 |
-18 |
-6.47% |
Centre Asset Management LLC |
4,411 |
4,132 |
-279 |
-6.33% |
AdvisorNet Financial Inc |
1,553 |
1,455 |
-98 |
-6.31% |
Fortitude Family Office LLC |
178 |
167 |
-11 |
-6.18% |
Legato Capital Management LLC |
8,240 |
7,734 |
-506 |
-6.14% |
LVW Advisors LLC |
5,096 |
4,786 |
-310 |
-6.08% |
Optas LLC |
3,106 |
2,921 |
-185 |
-5.96% |
West Paces Advisors Inc. |
1,883 |
1,771 |
-112 |
-5.95% |
Aviance Capital Partners LLC |
15,083 |
14,189 |
-894 |
-5.93% |
Factory Mutual Insurance Co. |
101,230 |
95,230 |
-6,000 |
-5.93% |
Leonard Rickey Investment Advisors P.L.L.C. |
257 |
243 |
-14 |
-5.45% |
Grandview Asset Management LLC |
3,345 |
3,163 |
-182 |
-5.44% |
Vicus Capital |
719 |
682 |
-37 |
-5.15% |
Flagship Harbor Advisors LLC |
4,665 |
4,427 |
-238 |
-5.10% |
Rosenberg Matthew Hamilton |
633 |
601 |
-32 |
-5.06% |
Guinness Atkinson Asset Management Inc |
1,582 |
1,502 |
-80 |
-5.06% |
Coastal Investment Advisors Inc. |
1,056 |
1,003 |
-53 |
-5.02% |
Gilman Hill Asset Management LLC |
917 |
871 |
-46 |
-5.02% |
Trust Co. of Virginia VA |
27,435 |
26,062 |
-1,373 |
-5.00% |
Griffin Asset Management Inc. |
1,863 |
1,770 |
-93 |
-4.99% |
SignalPoint Asset Management LLC |
963 |
917 |
-46 |
-4.78% |
Criterion Capital Advisors LLC |
21 |
20 |
-1 |
-4.76% |
Stokes Capital Advisors LLC |
7,215 |
6,876 |
-339 |
-4.70% |
Legacy Private Trust Co. |
10,357 |
9,871 |
-486 |
-4.69% |
San Luis Wealth Advisors LLC |
323 |
308 |
-15 |
-4.64% |
Lantz Financial LLC |
238 |
227 |
-11 |
-4.62% |
Diversified Trust Co |
16,543 |
15,791 |
-752 |
-4.55% |
Arlington Trust Co LLC |
1,898 |
1,812 |
-86 |
-4.53% |
Raymond James Financial Services Advisors Inc. |
518,511 |
495,111 |
-23,400 |
-4.51% |
Golden Road Advisors LLC |
249 |
238 |
-11 |
-4.42% |
Sivia Capital Partners LLC |
928 |
887 |
-41 |
-4.42% |
B & T Capital Management DBA Alpha Capital Management |
4,845 |
4,638 |
-207 |
-4.27% |
Elevated Capital Advisors LLC |
891 |
853 |
-38 |
-4.26% |
Northstar Group Inc. |
242 |
232 |
-10 |
-4.13% |
Country Trust Bank |
296 |
284 |
-12 |
-4.05% |
Oak Harvest Investment Services |
9,842 |
9,452 |
-390 |
-3.96% |
Chesley Taft & Associates LLC |
37,426 |
35,948 |
-1,478 |
-3.95% |
Dohj LLC |
512 |
492 |
-20 |
-3.91% |
AMI Asset Management Corp |
844 |
811 |
-33 |
-3.91% |
Legacy Wealth Asset Management LLC |
1,955 |
1,879 |
-76 |
-3.89% |
Kohmann Bosshard Financial Services LLC |
388 |
373 |
-15 |
-3.87% |
Hartford Investment Management Co. |
29,570 |
28,436 |
-1,134 |
-3.83% |
Versant Capital Management Inc |
236 |
227 |
-9 |
-3.81% |
Riverview Trust Co |
844 |
814 |
-30 |
-3.55% |
Hudson Valley Investment Advisors Inc. ADV |
7,226 |
6,980 |
-246 |
-3.40% |
Bowman & Co S.C. |
2,608 |
2,520 |
-88 |
-3.37% |
Bruce G. Allen Investments LLC |
479 |
463 |
-16 |
-3.34% |
Eagle Ridge Investment Management |
41,042 |
39,671 |
-1,371 |
-3.34% |
Genesee Capital Advisors LLC |
2,398 |
2,320 |
-78 |
-3.25% |
Aurora Investment Managers LLC. |
2,684 |
2,597 |
-87 |
-3.24% |
Garrett Investment Advisors LLC |
3,336 |
3,230 |
-106 |
-3.18% |
Eagle Capital Management LLC LA |
9,741 |
9,435 |
-306 |
-3.14% |
Confluence Wealth Services Inc. |
3,922 |
3,809 |
-113 |
-2.88% |
Mirador Capital Partners LP |
1,254 |
1,218 |
-36 |
-2.87% |
CIC Wealth LLC |
1,300 |
1,263 |
-37 |
-2.85% |
American National Bank |
10,156 |
9,874 |
-282 |
-2.78% |
Foster & Motley Inc. |
5,676 |
5,522 |
-154 |
-2.71% |
S. R. Schill & Associates |
5,759 |
5,604 |
-155 |
-2.69% |
Peoples Financial Services CORP. |
4,480 |
4,360 |
-120 |
-2.68% |
Harbor Investment Advisory LLC |
2,271 |
2,211 |
-60 |
-2.64% |
Wealth Enhancement Advisory Services LLC |
95,019 |
92,556 |
-2,463 |
-2.59% |
Asset Dedication LLC |
6,624 |
6,453 |
-171 |
-2.58% |
Taylor & Morgan Wealth Management LLC |
1,719 |
1,675 |
-44 |
-2.56% |
Wealth Alliance Advisory Group LLC |
1,758 |
1,713 |
-45 |
-2.56% |
PFW Advisors LLC |
549 |
535 |
-14 |
-2.55% |
Triangle Securities Wealth Management |
2,157 |
2,102 |
-55 |
-2.55% |
Aurora Private Wealth Inc. |
682 |
665 |
-17 |
-2.49% |
Fox Hill Wealth Management |
1,159 |
1,132 |
-27 |
-2.33% |
Howard Financial Services LTD. |
1,086 |
1,061 |
-25 |
-2.30% |
Gateway Investment Advisers LLC |
100,932 |
98,682 |
-2,250 |
-2.23% |
TruWealth Advisors LLC |
14,841 |
14,511 |
-330 |
-2.22% |
Perpetual Ltd |
78,909 |
77,183 |
-1,726 |
-2.19% |
Slow Capital Inc. |
23,509 |
23,005 |
-504 |
-2.14% |
United Capital Management of KS Inc. |
3,365 |
3,294 |
-71 |
-2.11% |
Courier Capital LLC |
584 |
572 |
-12 |
-2.05% |
Enterprise Bank & Trust Co |
403 |
395 |
-8 |
-1.99% |
CRA Financial Services LLC |
2,114 |
2,072 |
-42 |
-1.99% |
MCF Advisors LLC |
1,416 |
1,388 |
-28 |
-1.98% |
Chemistry Wealth Management LLC |
205 |
201 |
-4 |
-1.95% |
Defined Wealth Management LLC |
1,263 |
1,239 |
-24 |
-1.90% |
Fulton Bank N.A. |
5,685 |
5,578 |
-107 |
-1.88% |
Parsons Capital Management Inc. RI |
6,926 |
6,797 |
-129 |
-1.86% |
Sumitomo Mitsui Trust Holdings Inc. |
1,255,302 |
1,232,024 |
-23,278 |
-1.85% |
Saxon Interests Inc. |
1,533 |
1,505 |
-28 |
-1.83% |
Gradient Capital Advisors LLC |
1,041 |
1,022 |
-19 |
-1.83% |
AMF Pensionsforsakring AB |
208,594 |
204,844 |
-3,750 |
-1.80% |
M. Kraus & Co |
282 |
277 |
-5 |
-1.77% |
180 Wealth Advisors LLC |
7,485 |
7,353 |
-132 |
-1.76% |
Webster Bank N. A. |
873 |
858 |
-15 |
-1.72% |
Capital Investment Advisors LLC |
5,717 |
5,619 |
-98 |
-1.71% |
Mather Group LLC. |
5,098 |
5,011 |
-87 |
-1.71% |
Epic Trust Investment Advisors LLC |
250 |
246 |
-4 |
-1.60% |
Chicago Capital LLC |
3,695 |
3,636 |
-59 |
-1.60% |
NorthCrest Asset Manangement LLC |
47,367 |
46,627 |
-740 |
-1.56% |
IAM Advisory LLC |
1,997 |
1,967 |
-30 |
-1.50% |
Baldwin Brothers Inc. MA |
678 |
668 |
-10 |
-1.47% |
Jeppson Wealth Management LLC |
1,283 |
1,266 |
-17 |
-1.33% |
Ignite Planners LLC |
1,465 |
1,446 |
-19 |
-1.30% |
Silvia Mccoll Wealth Management LLC |
554 |
547 |
-7 |
-1.26% |
Massmutual Trust Co. FSB ADV |
14,726 |
14,541 |
-185 |
-1.26% |
Wolff Wiese Magana LLC |
1,685 |
1,664 |
-21 |
-1.25% |
Congress Park Capital LLC |
400 |
395 |
-5 |
-1.25% |
LVM Capital Management Ltd. MI |
40,931 |
40,422 |
-509 |
-1.24% |
Donaldson Capital Management LLC |
70,193 |
69,361 |
-832 |
-1.19% |
Fidelity D & D Bancorp Inc. |
854 |
844 |
-10 |
-1.17% |
Albion Financial Group UT |
10,429 |
10,308 |
-121 |
-1.16% |
Tealwood Asset Management Inc. |
2,566 |
2,537 |
-29 |
-1.13% |
Guinness Asset Management LTD |
171,159 |
169,238 |
-1,921 |
-1.12% |
Toth Financial Advisory Corp |
3,396 |
3,358 |
-38 |
-1.12% |
Grimes & Company Inc. |
10,673 |
10,555 |
-118 |
-1.11% |
Investment Research & Advisory Group Inc. |
92 |
91 |
-1 |
-1.09% |
Allred Capital Management LLC |
1,040 |
1,029 |
-11 |
-1.06% |
Sunpointe LLC |
682 |
675 |
-7 |
-1.03% |
Farmers & Merchants Investments Inc. |
24,680 |
24,440 |
-240 |
-0.97% |
Stillwater Capital Advisors LLC |
30,431 |
30,156 |
-275 |
-0.90% |
Financial Management Network Inc. |
346 |
343 |
-3 |
-0.87% |
Dynamic Advisor Solutions LLC |
13,755 |
13,636 |
-119 |
-0.87% |
Raymond James & Associates |
1,350,511 |
1,339,415 |
-11,096 |
-0.82% |
DHJJ Financial Advisors Ltd. |
378 |
375 |
-3 |
-0.79% |
GraniteShares Advisors LLC |
1,989 |
1,974 |
-15 |
-0.75% |
State of Alaska Department of Revenue |
63,441 |
62,971 |
-470 |
-0.74% |
Doliver Advisors LP |
1,546 |
1,535 |
-11 |
-0.71% |
Asio Capital LLC |
5,491 |
5,454 |
-37 |
-0.67% |
Arden Trust Co |
3,635 |
3,611 |
-24 |
-0.66% |
Sapient Capital LLC |
67,974 |
67,573 |
-401 |
-0.59% |
Cravens & Co Advisors LLC |
1,739 |
1,729 |
-10 |
-0.58% |
GoalVest Advisory LLC |
1,268 |
1,261 |
-7 |
-0.55% |
Westhampton Capital LLC |
3,268 |
3,250 |
-18 |
-0.55% |
Capstone Capital Wealth Advisors |
188 |
187 |
-1 |
-0.53% |
Insight Folios Inc |
389 |
387 |
-2 |
-0.51% |
Everett Harris & Co. CA |
200 |
199 |
-1 |
-0.50% |
FARMERS & MERCHANTS TRUST Co OF LONG BEACH |
1,325 |
1,319 |
-6 |
-0.45% |
Ehrlich Financial Group |
225 |
224 |
-1 |
-0.44% |
Financial Perspectives Inc |
4,106 |
4,088 |
-18 |
-0.44% |
Beese Fulmer Investment Management Inc. |
17,652 |
17,575 |
-77 |
-0.44% |
Range Financial Group LLC |
2,928 |
2,916 |
-12 |
-0.41% |
Vanguard Capital Wealth Advisors |
2,798 |
2,787 |
-11 |
-0.39% |
Foresight Capital Management Advisors Inc. |
3,811 |
3,796 |
-15 |
-0.39% |
Compass Ion Advisors LLC |
266 |
265 |
-1 |
-0.38% |
Acropolis Investment Management LLC |
272 |
271 |
-1 |
-0.37% |
Carret Asset Management LLC |
2,758 |
2,748 |
-10 |
-0.36% |
Hedeker Wealth LLC |
10,538 |
10,502 |
-36 |
-0.34% |
Boston Trust Walden Corp |
2,474 |
2,468 |
-6 |
-0.24% |
Vaughan Nelson Investment Management L.P. |
2,400 |
2,395 |
-5 |
-0.21% |
Romano Brothers AND Company |
10,674 |
10,652 |
-22 |
-0.21% |
SeaCrest Wealth Management LLC |
8,132 |
8,117 |
-15 |
-0.18% |
Stonegate Investment Group LLC |
10,746 |
10,729 |
-17 |
-0.16% |
Sara Bay Financial |
754 |
753 |
-1 |
-0.13% |
Cahaba Wealth Management Inc. |
745 |
744 |
-1 |
-0.13% |
Nilsine Partners LLC |
11,571 |
11,561 |
-10 |
-0.09% |
Central Valley Advisors LLC |
2,403 |
2,402 |
-1 |
-0.04% |
13F Filers Exiting AVGO |
BKM Wealth Management LLC |
26 |
0 |
-26 |
-100.00% |
Eaton Financial Holdings Company LLC |
1,486 |
0 |
-1,486 |
-100.00% |
Portman Square Capital LLP |
600 |
0 |
-600 |
-100.00% |
HFG Advisors Inc. |
255 |
0 |
-255 |
-100.00% |
Capricorn Fund Managers Ltd |
5,600 |
0 |
-5,600 |
-100.00% |
Koss Olinger Consulting LLC |
981 |
0 |
-981 |
-100.00% |
Ellsworth Advisors LLC |
1,342 |
0 |
-1,342 |
-100.00% |
Pacifica Partners Inc. |
71 |
0 |
-71 |
-100.00% |
Gunderson Capital Management Inc. |
6,778 |
0 |
-6,778 |
-100.00% |
Curated Wealth Partners LLC |
302 |
0 |
-302 |
-100.00% |
Abacus Planning Group Inc. |
348 |
0 |
-348 |
-100.00% |
Strategic Advisors LLC |
1,330 |
0 |
-1,330 |
-100.00% |
Raub Brock Capital Management LP |
206 |
0 |
-206 |
-100.00% |
Arlington Partners LLC |
370 |
0 |
-370 |
-100.00% |
Hennessy Advisors Inc. |
137 |
0 |
-137 |
-100.00% |