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AVGO

Name Holding Trade Value Shares
Change 		Change in
Stake
ICM
2626
Intrepid Capital Management
Florida
$313K – – –
PF
2627
Parker Financial
Washington
$313K -$18.6K -150 -6%
RPGK
2628
Retirement Planning Group (Kansas)
Kansas
$313K +$292K +2,360 New
WIM
2629
Warwick Investment Management
Texas
$313K +$292K +2,360 New
RFP
2630
Root Financial Partners
California
$312K +$22.3K +180 +8%
LFS
2631
Lutz Financial Services
Nebraska
$311K +$4.96K +40 +2%
KNFPWM
2632
Keeler & Nadler Financial Planning & Wealth Management
Ohio
$311K +$291K +2,350 New
WN
2633
Williams & Novak
California
$311K – – –
WIA
2634
World Investment Advisors
California
$310K -$265K -2,140 -48%
MPW
2635
MGO Private Wealth
California
$310K – – –
WTA
2636
Washington Trust Advisors
Massachusetts
$310K -$383K -3,090 -57%
OL
2637
Owen LaRue
Kentucky
$309K -$86.7K -700 -23%
NG
2638
Northstar Group
New York
$307K -$12.4K -100 -4%
SPI
2639
Sutton Place Investors
New York
$307K +$287K +2,320 New
MAG
2640
Mayfair Advisory Group
Alabama
$306K +$12.4K +100 +5%
BWA
2641
Bordeaux Wealth Advisors
California
$306K +$29.7K +240 +12%
IFS
2642
Ifrah Financial Services
Arkansas
$306K +$59.5K +480 +26%
COCM
2643
Charter Oak Capital Management
New Hampshire
$305K +$285K +2,300 New
RFP
2644
Roth Financial Partners
Texas
$305K – – –
PFG
2645
PAX Financial Group
Texas
$305K +$40.9K +330 +17%
1CP
2646
17 Capital Partners
Arizona
$305K +$285K +2,300 New
AAM
2647
Ascension Asset Management
New York
$305K +$285K +2,300 New
1WM
2648
1858 Wealth Management
Ohio
$305K – – –
AIM
2649
Avity Investment Management
Connecticut
$304K +$284K +2,290 New
AMM
2650
American Money Management
California
$302K -$126K -1,020 -31%
104 105
106
107 108