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AVGO

Name Holding Trade Value Shares
Change 		Change in
Stake
COCM
2726
Charter Oak Capital Management
New Hampshire
$381K +$9.81K +70 +3%
AWM
2727
Activest Wealth Management
Florida
$381K +$329K +2,350 +11,750%
HAC
2728
Harbor Advisory Corp
New Hampshire
$381K – – –
PAM
2729
Palisade Asset Management
Minnesota
$381K – – –
ABLA
2730
Alan B. Lancz & Associates
Ohio
$379K +$331K +2,360 New
KNFPWM
2731
Keeler & Nadler Financial Planning & Wealth Management
Ohio
$377K – – –
LWM
2732
LongView Wealth Management
Georgia
$376K -$5.61K -40 -2%
MPW
2733
MGO Private Wealth
California
$376K – – –
NCFG
2734
New Century Financial Group
New Jersey
$376K +$328K +2,340 New
WLIM
2735
White Lighthouse Investment Management
Massachusetts
$376K +$328K +2,340 New
RIP
2736
RAM Investment Partners
Washington
$375K +$26.6K +190 +9%
JGIA
2737
Jackson Grant Investment Advisers
Connecticut
$374K +$77.1K +550 +31%
CIS
2738
Custom Index Systems
New York
$374K +$26.6K +190 +9%
EBSAM
2739
Eubel Brady & Suttman Asset Management
Ohio
$374K +$327K +2,330 New
BLC
2740
Brown, Lisle/Cummings
Rhode Island
$372K -$51.9K -370 -14%
NG
2741
Northstar Group
New York
$372K – – –
AI
2742
Accredited Investors
Minnesota
$370K -$26.6K -190 -8%
RFP
2743
Roth Financial Partners
Texas
$369K – – –
AAM
2744
Ascension Asset Management
New York
$369K +$2.9M +20,700 +900%
EAM
2745
Empirical Asset Management
Massachusetts
$369K -$42K -300 -12%
WJA
2746
Willis Johnson & Associates
Texas
$368K +$2.8K +20 +0.9%
MPW
2747
Monterey Private Wealth
California
$368K +$321K +2,290 New
AIM
2748
Avity Investment Management
Connecticut
$368K – – –
MIA
2749
MeadowBrook Investment Advisors
Michigan
$368K +$311K +2,220 +3,171%
PAA
2750
Peregrine Asset Advisers
Oregon
$368K +$321K +2,290 New
108 109
110
111 112