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AVGO

Name Holding Trade Value Shares
Change 		Change in
Stake
HIG
3151
Heritage Investment Group
Florida
$462K -$681K -3,680 -65%
NRI
3152
NFP Retirement Inc
California
$461K +$45.1K +244 +14%
HDA
3153
Harold Davidson & Associates
California
$460K +$367K +1,986 New
FS
3154
Financial Symmetry
North Carolina
$460K -$227K -1,227 -38%
PTB
3155
Pioneer Trust Bank
Oregon
$460K +$65.1K +352 +22%
CCM
3156
Chiron Capital Management
Florida
$460K +$146K +787 +66%
FP
3157
FFG Partners
Florida
$459K +$1.11K +6 +0.3%
GD
3158
Grandfield & Dodd
New York
$459K -$9.25K -50 -2%
AIMC
3159
Alley Investment Management Company
Illinois
$459K – – –
LF
3160
LifeSteps Financial
California
$459K – – –
SL
3161
Sentry LLC
Tennessee
$459K – – –
BDL
3162
Banque de Luxembourg
Luxembourg
$459K +$365K +1,972 New
WKWM
3163
Walter & Keenan Wealth Management
Indiana
$458K +$24.2K +131 +7%
CWM
3164
Centricity Wealth Management
Ohio
$458K +$365K +1,975 New
NB
3165
Nicolet Bankshares
Wisconsin
$458K +$56.2K +304 +18%
UFA
3166
US Financial Advisors
Massachusetts
$457K +$48.5K +262 +15%
PSCM
3167
Per Stirling Capital Management
Texas
$456K -$38.3K -207 -10%
TFO
3168
Tarbox Family Office
California
$456K +$4.99K +27 +1%
BOSSRA
3169
B.O.S.S. Retirement Advisors
Utah
$455K -$8.5M -45,946 -96%
MWA
3170
Martel Wealth Advisors
Washington
$454K – – –
PCM
3171
Pennsylvania Capital Management
Pennsylvania
$453K +$361K +1,953 New
ABLA
3172
Alan B. Lancz & Associates
Ohio
$452K -$55.5K -300 -13%
MCA
3173
Maryland Capital Advisors
Maryland
$452K – – –
CCFCSB
3174
Cape Cod Five Cents Savings Bank
Massachusetts
$452K – – –
HCP
3175
Hexagon Capital Partners
Arkansas
$452K +$56.4K +305 +19%
125 126
127
128 129