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AVGO

Name Holding Trade Value Shares
Change 		Change in
Stake
EWP
3101
Elevation Wealth Partners
California
$167K – – –
PCC
3102
Park Circle Company
Maryland
$161K – – –
SWP
3103
SIMA Wealth Partners
Virginia
$161K +$140K +1,000 New
OCM
3104
Orion Capital Management
California
$157K -$14K -100 -9%
T
3105
Tidemark
California
$156K +$8.41K +60 +7%
PAM
3106
Pinpoint Asset Management
Hong Kong
$154K -$2.94M -20,980 -96%
PP
3107
Pingora Partners
Wyoming
$153K -$7.01K -50 -5%
BTC
3108
Bank & Trust Company
Illinois
$153K +$133K +950 New
T2I
3109
Turim 21 Investimentos
Brazil
$151K – – –
CSWM
3110
Cassady Schiller Wealth Management
Ohio
$149K – – –
SFA
3111
Semmax Financial Advisors
North Carolina
$148K +$1.07M +7,610 +411%
CPG
3112
Cornerstone Planning Group
New Jersey
$148K +$1.32M +9,450 +995%
FIA
3113
FPC Investment Advisory
California
$147K +$1.14M +8,160 +658%
IRAG
3114
Investment Research & Advisory Group
Georgia
$146K – – –
TLA
3115
Tanglewood Legacy Advisors
Texas
$144K – – –
BHWM
3116
Bay Harbor Wealth Management
Maryland
$143K -$21K -150 -14%
NBT
3117
Northwest Bank & Trust
Iowa
$140K +$122K +870 New
MSFP
3118
Mark Sheptoff Financial Planning
Connecticut
$136K +$119K +850 New
VWA
3119
Valued Wealth Advisors
Utah
$136K +$16.8K +120 +16%
CFS
3120
CGC Financial Services
Oregon
$136K +$14K +100 +13%
CHC
3121
City Holding Co
West Virginia
$136K – – –
PP
3122
PrairieView Partners
Minnesota
$133K +$56.1K +400 +93%
SP
3123
SWS Partners
Ohio
$127K +$111K +790 New
TSWM
3124
Tyler-Stone Wealth Management
Ohio
$124K +$108K +770 New
RTL
3125
Red Tortoise LLC
Georgia
$123K -$8.41K -60 -7%
123 124
125
126 127