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AVGO

Name Holding Trade Value Shares
Change 		Change in
Stake
HAC
2626
Harbor Advisory Corp
New Hampshire
$314K -$54.5K -440 -16%
EB
2627
Exchange Bank
California
$314K +$12.4K +100 +4%
ICM
2628
Intrepid Capital Management
Florida
$313K – – –
PF
2629
Parker Financial
Washington
$313K -$18.6K -150 -6%
RPGK
2630
Retirement Planning Group (Kansas)
Kansas
$313K +$292K +2,360 New
WIM
2631
Warwick Investment Management
Texas
$313K +$292K +2,360 New
RFP
2632
Root Financial Partners
California
$312K +$22.3K +180 +8%
LFS
2633
Lutz Financial Services
Nebraska
$311K +$4.96K +40 +2%
KNFPWM
2634
Keeler & Nadler Financial Planning & Wealth Management
Ohio
$311K +$291K +2,350 New
WN
2635
Williams & Novak
California
$311K – – –
WIA
2636
World Investment Advisors
California
$310K -$265K -2,140 -48%
MPW
2637
MGO Private Wealth
California
$310K – – –
WTA
2638
Washington Trust Advisors
Massachusetts
$310K -$383K -3,090 -57%
OL
2639
Owen LaRue
Kentucky
$309K -$86.7K -700 -23%
NG
2640
Northstar Group
New York
$307K -$12.4K -100 -4%
SPI
2641
Sutton Place Investors
New York
$307K +$287K +2,320 New
MAG
2642
Mayfair Advisory Group
Alabama
$306K +$12.4K +100 +5%
BWA
2643
Bordeaux Wealth Advisors
California
$306K +$29.7K +240 +12%
IFS
2644
Ifrah Financial Services
Arkansas
$306K +$59.5K +480 +26%
COCM
2645
Charter Oak Capital Management
New Hampshire
$305K +$285K +2,300 New
RFP
2646
Roth Financial Partners
Texas
$305K – – –
PFG
2647
PAX Financial Group
Texas
$305K +$40.9K +330 +17%
1CP
2648
17 Capital Partners
Arizona
$305K +$285K +2,300 New
AAM
2649
Ascension Asset Management
New York
$305K +$285K +2,300 New
1WM
2650
1858 Wealth Management
Ohio
$305K – – –
104 105
106
107 108