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AVGO

Name Holding Trade Value Shares
Change 		Change in
Stake
CFG
2801
CKW Financial Group
Hawaii
$30K +$25.6K +270 New
SGC
2802
Slocum, Gordon & Co
Rhode Island
$29K – – –
BWM
2803
BKM Wealth Management
Wisconsin
$29K +$24.6K +260 New
RWM
2804
Ruedi Wealth Management
Illinois
$28.3K – – –
PA
2805
PSI Advisors
Florida
$27.9K +$9.47K +100 +67%
ECM
2806
Estabrook Capital Management
New York
$27.9K -$10.4K -110 -31%
GWMIA
2807
Global Wealth Management Investment Advisory
Florida
$27.9K – – –
CA
2808
Centerpoint Advisors
Massachusetts
$27K -$10.4K -110 -31%
SIS
2809
Strategic Investment Solutions
Illinois
$25.7K -$1.39M -14,700 -98%
CIA
2810
Cape Investment Advisory
Georgia
$25.7K – – –
MFT
2811
Moisand Fitzgerald Tamayo
Florida
$24.6K – – –
MTIM
2812
Marathon Trading Investment Management
Pennsylvania
$24.6K +$20.8K +220 New
SCA
2813
Stuart Chaussee & Associates
California
$24.6K +$20.8K +220 New
CCA
2814
Criterion Capital Advisors
Tennessee
$23.4K +$19.9K +210 New
AS
2815
Altshuler Shaham
Israel
$22.3K -$66.3K -700 -78%
SC
2816
Stephens Consulting
Michigan
$22.3K – – –
FA
2817
Financial Avengers
California
$22.3K – – –
IWA
2818
IBEX Wealth Advisors
New Jersey
$20.5K -$17.2M -181,560 -100%
TWD
2819
True Wealth Design
Ohio
$20.1K +$10.4K +110 +157%
AEPWM
2820
Atlantic Edge Private Wealth Management
Florida
$20.1K +$17K +180 New
FIM
2821
FWL Investment Management
Texas
$19K +$16.1K +170 New
LFASL
2822
Lugano Financial Advisors SA (LFA)
Switzerland
$19K +$16.1K +170 New
KFS
2823
Kelly Financial Services
Massachusetts
$17.7K – – –
CWM
2824
Cranbrook Wealth Management
Michigan
$16.7K – – –
GWSA
2825
Global Wealth Strategies & Associates
Colorado
$16.7K – – –
111 112
113
114 115