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AVGO

Name Holding Trade Value Shares
Change 		Change in
Stake
PA
3001
Perennial Advisors
New York
$234K -$12.6K -90 -6%
WP
3002
WMS Partners
Maryland
$234K +$205K +1,460 New
FCIM
3003
Fairview Capital Investment Management
California
$234K +$205K +1,460 New
GSB
3004
Greenfield Savings Bank
Massachusetts
$234K +$205K +1,460 New
SNBOSCI
3005
Security National Bank of Sioux City Iowa
Iowa
$234K +$205K +1,460 New
BWP
3006
Bernardo Wealth Planning
Pennsylvania
$234K -$149K -1,060 -42%
GFP
3007
Guardian Financial Partners
California
$234K +$205K +1,460 New
BMCM
3008
Burns Matteson Capital Management
New York
$233K +$203K +1,450 New
MCP
3009
Martin Capital Partners
Oregon
$233K +$203K +1,450 New
FAM
3010
Family Asset Management
South Carolina
$233K -$9.81K -70 -5%
LSA
3011
Lansing Street Advisors
Pennsylvania
$233K +$203K +1,450 New
AI
3012
Arrien Investments
Idaho
$233K -$11.2K -80 -5%
SOAMC
3013
Spirit of America Management Corp
New York
$233K +$63.1K +450 +45%
BWM
3014
Birchcreek Wealth Management
Ohio
$233K +$203K +1,450 New
BEC
3015
Blue Edge Capital
Virginia
$233K +$203K +1,450 New
MCM
3016
McRae Capital Management
New Jersey
$233K +$203K +1,450 New
NAM
3017
NTV Asset Management
West Virginia
$233K +$203K +1,450 New
RIS
3018
Retirement Income Solutions
Michigan
$233K +$203K +1,450 New
LIA
3019
LifePlan Investment Advisors
North Carolina
$231K +$202K +1,440 New
HWMT
3020
Heritage Wealth Management (Texas)
Texas
$230K +$200K +1,430 New
SA
3021
Skyline Advisors
Washington
$229K +$200K +1,430 New
BSAM
3022
Blue Square Asset Management
New York
$228K +$199K +1,420 New
DGI
3023
Disciplined Growth Investors
Minnesota
$228K +$199K +1,420 New
SWM
3024
SilverOak Wealth Management
Minnesota
$228K +$199K +1,420 New
SCM
3025
Steele Capital Management
Iowa
$226K +$198K +1,410 New
119 120
121
122 123