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AVGO

Name Holding Trade Value Shares
Change 		Change in
Stake
EHC
2751
Everett Harris & Co
California
$364K +$39.2K +280 +14%
RA
2752
Rise Advisors
New York
$363K -$1.4K -10 -0.4%
TIM
2753
Tevis Investment Management
Texas
$363K +$1.4K +10 +0.4%
BFG
2754
Bouchey Financial Group
New York
$361K +$315K +2,250 New
EFG
2755
Ehrlich Financial Group
California
$360K – – –
SPS
2756
Susquehanna Portfolio Strategies
Pennsylvania
$360K -$7.45M -53,180 -96%
SCI
2757
Silver Coast Investments
United States
$360K -$44.8K -320 -13%
KA
2758
Kercheville Advisors
Texas
$360K – – –
CIAS
2759
CBIZ Investment Advisory Services
Ohio
$359K +$1.4K +10 +0.4%
GIA
2760
GHP Investment Advisors
Colorado
$358K +$35K +250 +13%
RWA
2761
Rooted Wealth Advisors
Illinois
$358K +$2.83M +20,180 +947%
IWA
2762
IVC Wealth Advisors
Pennsylvania
$356K +$12.6K +90 +4%
NWA
2763
Navis Wealth Advisors
New York
$356K +$56.1K +400 +22%
FWM
2764
FMB Wealth Management
California
$356K – – –
SF
2765
Safeguard Financial
Wisconsin
$356K +$311K +2,220 New
CAM
2766
Concorde Asset Management
Michigan
$355K -$78.5K -560 -20%
IAS
2767
Investment Advisory Services
Texas
$355K +$2.8K +20 +0.9%
WAL
2768
W Advisors LLC
Tennessee
$353K +$30.8K +220 +11%
FBB
2769
Fulton Breakefield Broenniman
Maryland
$353K +$67.3K +480 +28%
TA
2770
TrueWealth Advisors
Alabama
$353K -$144K -1,030 -32%
CIA
2771
Compass Ion Advisors
Pennsylvania
$351K – – –
NFP
2772
Narus Financial Partners
Utah
$350K +$29.4K +210 +11%
DA
2773
DCM Advisors
New York
$349K -$56.1K -400 -16%
MAM
2774
Madison Asset Management
Wisconsin
$348K – – –
BONST
2775
Bank of Nova Scotia Trust
Ontario, Canada
$348K +$2.73M +19,510 +895%
109 110
111
112 113