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AVGO

Name Holding Trade Value Shares
Change 		Change in
Stake
VFA
3026
Values First Advisors
Tennessee
$989K -$5.83K -19 -0.6%
NAMNJ
3027
NorthStar Asset Management (New Jersey)
New Jersey
$989K +$24.8K +81 +3%
IPAM
3028
Investment Partners Asset Management
New Jersey
$988K -$60.7K -198 -6%
PCMU
3029
Paragon Capital Management (Utah)
Utah
$988K -$27.9K -91 -3%
SCA
3030
Sandy Cove Advisors
Massachusetts
$987K +$58.3K +190 +7%
PFM
3031
Phillips Financial Management
Indiana
$985K +$317K +1,034 +53%
EA
3032
Echo45 Advisors
California
$984K -$17.5K -57 -2%
AFA
3033
Allium Financial Advisors
Oregon
$983K -$252K -821 -22%
CIA
3034
Caerus Investment Advisors
Texas
$982K +$914K +2,978 New
MCA
3035
Maryland Capital Advisors
Maryland
$982K – – –
RFS
3036
Richardson Financial Services
Massachusetts
$982K +$71.2K +232 +8%
PAW
3037
Plan A Wealth
Nebraska
$981K +$47.6K +155 +6%
WAM
3038
Walker Asset Management
Missouri
$979K +$1.53K +5 +0.2%
XPN
3039
XY Planning Network
Montana
$979K – – –
LOIP
3040
Live Oak Investment Partners
Texas
$978K -$23K -75 -2%
PFA
3041
Pathway Financial Advisors
Vermont
$977K – – –
CP
3042
Creekside Partners
California
$976K +$7.06K +23 +0.8%
WCP
3043
Wealthcare Capital Partners
Pennsylvania
$976K -$15K -49 -2%
WC
3044
Weil Company
California
$975K +$10.7K +35 +1%
PIM
3045
Pullen Investment Management
Florida
$971K – – –
BTD
3046
BankPlus Trust Department
Mississippi
$961K -$30.4K -99 -3%
OCG
3047
Opus Capital Group
Ohio
$958K -$155K -504 -15%
LFG
3048
Lockerman Financial Group
California
$957K -$45.4K -148 -5%
AIM
3049
Avanda Investment Management
Singapore
$957K +$890K +2,900 New
OWA
3050
Opal Wealth Advisors
New York
$956K +$45.7K +149 +5%
120 121
122
123 124