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AVGO

Name Holding Trade Value Shares
Change 		Change in
Stake
PWP
2751
Perfromance Wealth Partners
Illinois
$365K -$42K -300 -12%
SL
2752
Sentinus LLC
Illinois
$364K +$16.8K +120 +6%
EHC
2753
Everett Harris & Co
California
$364K +$39.2K +280 +14%
RA
2754
Rise Advisors
New York
$363K -$1.4K -10 -0.4%
TIM
2755
Tevis Investment Management
Texas
$363K +$1.4K +10 +0.4%
BFG
2756
Bouchey Financial Group
New York
$361K +$315K +2,250 New
EFG
2757
Ehrlich Financial Group
California
$360K – – –
SPS
2758
Susquehanna Portfolio Strategies
Pennsylvania
$360K -$7.45M -53,180 -96%
SCI
2759
Silver Coast Investments
United States
$360K -$44.8K -320 -13%
KA
2760
Kercheville Advisors
Texas
$360K – – –
CIAS
2761
CBIZ Investment Advisory Services
Ohio
$359K +$1.4K +10 +0.4%
GIA
2762
GHP Investment Advisors
Colorado
$358K +$35K +250 +13%
RWA
2763
Rooted Wealth Advisors
Illinois
$358K +$2.83M +20,180 +947%
IWA
2764
IVC Wealth Advisors
Pennsylvania
$356K +$12.6K +90 +4%
NWA
2765
Navis Wealth Advisors
New York
$356K +$56.1K +400 +22%
FWM
2766
FMB Wealth Management
California
$356K – – –
SF
2767
Safeguard Financial
Wisconsin
$356K +$311K +2,220 New
CAM
2768
Concorde Asset Management
Michigan
$355K -$78.5K -560 -20%
IAS
2769
Investment Advisory Services
Texas
$355K +$2.8K +20 +0.9%
WAL
2770
W Advisors LLC
Tennessee
$353K +$30.8K +220 +11%
FBB
2771
Fulton Breakefield Broenniman
Maryland
$353K +$67.3K +480 +28%
TA
2772
TrueWealth Advisors
Alabama
$353K -$144K -1,030 -32%
CIA
2773
Compass Ion Advisors
Pennsylvania
$351K – – –
NFP
2774
Narus Financial Partners
Utah
$350K +$29.4K +210 +11%
DA
2775
DCM Advisors
New York
$349K -$56.1K -400 -16%
109 110
111
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