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AVGO

Name Holding Trade Value Shares
Change 		Change in
Stake
NEPPG
2826
New England Professional Planning Group
Rhode Island
$321K – – –
VR
2827
Valued Retirements
Texas
$321K – – –
NC
2828
nVerses Capital
Florida
$321K +$280K +2,000 New
WTA
2829
Washington Trust Advisors
Massachusetts
$320K -$49K -350 -15%
TIM
2830
Tortoise Investment Management
New York
$318K +$42K +300 +18%
YCG
2831
Yeomans Consulting Group
Georgia
$318K -$427K -3,050 -61%
AIMC
2832
Alley Investment Management Company
Illinois
$318K -$9.81K -70 -3%
VI
2833
VanderPol Investments
Michigan
$318K +$18.2K +130 +7%
PMG
2834
ProVise Management Group
Florida
$318K +$277K +1,980 New
LF
2835
LifeSteps Financial
California
$316K – – –
FIC
2836
Family Investment Center
Missouri
$316K +$276K +1,970 New
SWM
2837
Sagace Wealth Management
Florida
$316K +$2.75M +19,600 New
MWA
2838
Martel Wealth Advisors
Washington
$315K – – –
FF
2839
Francis Financial
$315K +$275K +1,960 New
AMM
2840
American Money Management
California
$313K -$46.2K -330 -14%
MCA
2841
Maryland Capital Advisors
Maryland
$313K – – –
IIL
2842
Insight Inv LLC
California
$313K – – –
FL
2843
FreeGulliver LLC
Louisiana
$313K +$273K +1,950 New
NJBEST
2844
New Jersey Better Educational Savings Trust
New Jersey
$311K -$1.44M -10,310 -84%
BBI
2845
Baxter Bros Inc
Connecticut
$311K – – –
TFO
2846
Tarbox Family Office
California
$311K +$2.8K +20 +1%
WIC
2847
Whitegate Investment Counselors
New Hampshire
$311K +$1.4K +10 +0.5%
JWBC
2848
J.W. Burns & Co
New York
$310K – – –
MWM
2849
Marion Wealth Management
Pennsylvania
$310K +$2.8K +20 +1%
FIM
2850
Fernwood Investment Management
Massachusetts
$310K +$132K +940 +95%
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114
115 116