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AVGO

Name Holding Trade Value Shares
Change 		Change in
Stake
NSIM
3076
North Star Investment Management
Illinois
$255K +$25.7K +160 +12%
FSWA
3077
Financial Synergies Wealth Advisors
Texas
$255K +$237K +1,477 New
GGS
3078
Galvin Gaustad & Stein
Arizona
$254K +$24.8K +155 +12%
GCM
3079
Gallacher Capital Management
Colorado
$252K -$47.9K -299 -17%
SNBOSCI
3080
Security National Bank of Sioux City Iowa
Iowa
$252K – – –
CSIA
3081
Conrad Siegel Investment Advisors
Pennsylvania
$252K +$234K +1,459 New
ASG
3082
Ariston Services Group
California
$251K +$233K +1,454 New
BEC
3083
Blue Edge Capital
Virginia
$250K – – –
RIS
3084
Retirement Income Solutions
Michigan
$250K – – –
AFAS
3085
Acorn Financial Advisory Services
Virginia
$249K +$10.4K +65 +5%
LL
3086
LWMG LLC
Minnesota
$248K +$231K +1,439 New
SC
3087
Sepio Capital
Utah
$248K +$231K +1,439 New
WLPWM
3088
Walled Lake Planning & Wealth Management
Illinois
$248K -$326K -2,031 -59%
LIA
3089
LifePlan Investment Advisors
North Carolina
$248K -$481 -3 -0.2%
GWM
3090
Gray Wealth Management
Maine
$247K +$230K +1,434 New
HWMT
3091
Heritage Wealth Management (Texas)
Texas
$247K – – –
FDCP
3092
Foster Dykema Cabot & Partners
Massachusetts
$247K +$24K +150 +12%
ACA
3093
American Capital Advisory
Idaho
$247K +$60.9K +380 +36%
WC
3094
Wexford Capital
Florida
$247K -$173K -1,081 -43%
SWM
3095
SilverOak Wealth Management
Minnesota
$245K – – –
PCMF
3096
Private Capital Management (Florida)
Florida
$245K +$11.1K +69 +5%
BIA
3097
Bell Investment Advisors
California
$244K +$2.24K +14 +1%
KFA
3098
Krane Funds Advisors
New York
$244K +$226K +1,412 New
HP
3099
Hyperion Partners
Pennsylvania
$243K +$226K +1,411 New
DI
3100
Diligent Investors
California
$243K +$226K +1,410 New
122 123
124
125 126