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AVGO

Name Holding Trade Value Shares
Change 		Change in
Stake
LFG
2551
Lockerman Financial Group
California
$614K +$49.7K +310 +10%
RFG
2552
Range Financial Group
Oregon
$613K -$1M -6,265 -64%
PMFA
2553
Plante Moran Financial Advisors
Michigan
$613K -$93.9K -586 -14%
MLA
2554
My Legacy Advisors
Oregon
$612K -$57.7K -360 -9%
WC
2555
Weil Company
California
$612K +$569K +3,550 New
VAM
2556
Vienna Asset Management
California
$612K -$120K -751 -17%
WWM
2557
WJ Wealth Management
Arizona
$608K +$264K +1,646 +88%
EBT
2558
Enterprise Bank & Trust
Massachusetts
$608K -$12K -75 -2%
HA
2559
Harbor Advisors
Florida
$604K – – –
SCA
2560
Sandy Cove Advisors
Massachusetts
$602K +$33.8K +211 +6%
RDWM
2561
Red Door Wealth Management
Tennessee
$600K -$160 -1 -0%
TWA
2562
Tandem Wealth Advisors
Arizona
$599K -$15.6K -97 -3%
CIM
2563
Contravisory Investment Management
Massachusetts
$592K +$1.6K +10 +0.3%
TCPG
2564
Trivant Custom Portfolio Group
California
$590K -$16K -100 -3%
DIA
2565
Dean Investment Associates
Ohio
$588K -$51.3K -320 -9%
CAC
2566
Certified Advisory Corp
Florida
$588K +$43.3K +270 +9%
MAA
2567
Mraz Amerine & Associates
California
$587K +$16K +100 +3%
CG
2568
Carlyle Group
District of Columbia
$586K -$666K -4,153 -55%
BCG
2569
BayBridge Capital Group
California
$586K +$39.6K +247 +8%
AGA
2570
Arkos Global Advisors
Texas
$585K -$122K -759 -18%
LGG
2571
Luts & Greenleigh Group
Maryland
$585K +$117K +729 +27%
KHCM
2572
Kirtland Hills Capital Management
Ohio
$584K +$63K +393 +13%
JWS
2573
Juncture Wealth Strategies
Arizona
$583K -$1.6K -10 -0.3%
IRC
2574
Investors Research Corp
Georgia
$583K – – –
SHFA
2575
SC&H Financial Advisors
Maryland
$582K +$160K +995 +42%
101 102
103
104 105