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AVGO

Name Holding Trade Value Shares
Change 		Change in
Stake
MAMG
3051
Milestone Asset Management Group
Connecticut
$420K +$1.06K +5 +0.2%
CWM
3052
CCG Wealth Management
California
$419K +$64.8K +306 +14%
AIA
3053
Alternative Investment Advisors
Florida
$419K -$35.6K -168 -6%
BNMT
3054
Bawa N Mallick Trust
New York
$419K – – –
KRW
3055
Kaufman Rossin Wealth
Florida
$418K +$529K +2,499 New
LAM
3056
Lakewood Asset Management
Illinois
$418K -$227K -1,073 -30%
CAM
3057
Costello Asset Management
Pennsylvania
$417K +$527K +2,490 New
WTA
3058
Washington Trust Advisors
Massachusetts
$416K +$95.5K +451 +22%
WI
3059
WBI Investments
New Jersey
$416K +$526K +2,483 New
HI
3060
Hudock Inc
Pennsylvania
$415K +$58.8K +278 +13%
TCM
3061
Tandem Capital Management
New Jersey
$415K +$326K +1,540 +164%
DFC
3062
DB Fitzpatrick & Co
Idaho
$415K -$53.1K -251 -9%
CCM
3063
Cohen Capital Management
California
$414K – – –
CG
3064
Clifford Group
Massachusetts
$413K – – –
KW
3065
Keyvantage Wealth
Pennsylvania
$413K -$25.2K -119 -5%
EWS
3066
Evergreen Wealth Solutions
Pennsylvania
$412K -$171K -807 -25%
CWM
3067
Chemistry Wealth Management
New York
$411K +$4.45K +21 +0.9%
TCWM
3068
Total Clarity Wealth Management
Illinois
$411K – – –
SA
3069
Shilanski & Associates
Alaska
$410K -$1.48K -7 -0.3%
MWM
3070
Maripau Wealth Management
Indiana
$410K -$9.1K -43 -2%
BL
3071
Balentine LLC
Georgia
$410K -$219K -1,035 -30%
PCM
3072
Permanent Capital Management
Illinois
$409K +$20.7K +98 +4%
KWM
3073
KFG Wealth Management
Indiana
$408K +$36.8K +174 +8%
IAA
3074
Ironsides Asset Advisors
North Carolina
$408K +$5.29K +25 +1%
LGA
3075
Lebenthal Global Advisors
New York
$406K -$98.6K -466 -16%
121 122
123
124 125