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Broadcom
AVGO

Name Holding Trade Value Shares
Change 		Change in
Stake
CPA
3176
Clear Point Advisors
New York
$66.3K – – –
DP
3177
Denver PWM
Colorado
$66.1K +$57.5K +410 New
PWMA
3178
Pension & Wealth Management Advisors
Massachusetts
$66.1K -$14K -100 -20%
BL
3179
BFSG LLC
California
$64.5K +$4.2K +30 +8%
SIC
3180
SJS Investment Consulting
Ohio
$62.6K -$30.8K -220 -36%
PA
3181
Pineridge Advisors
Missouri
$61K -$2.8K -20 -5%
FPFS
3182
First Personal Financial Services
North Carolina
$61K – – –
CYG
3183
Clean Yield Group
Vermont
$59.4K – – –
SC
3184
Stephens Consulting
Michigan
$57.8K +$22.4K +160 +80%
MCM
3185
MidAtlantic Capital Management
Virginia
$56.2K – – –
CA
3186
Centerpoint Advisors
Massachusetts
$56K +$15.4K +110 +46%
UIA
3187
Ulland Investment Advisors
Minnesota
$55K +$8.41K +60 +21%
WAG
3188
Wiser Advisor Group
Arizona
$54.7K +$49K +350 New
SFC
3189
Strategic Financial Concepts
Texas
$54.4K -$310K -2,210 -87%
MSWM
3190
Mowery & Schoenfeld Wealth Management
Illinois
$53K +$46.2K +330 New
CB
3191
Chris Bulman
California
$53K +$46.2K +330 New
MWA
3192
Moser Wealth Advisors
Washington
$51.4K +$37.8K +270 +540%
PIS
3193
POM Investment Strategies
North Carolina
$49.8K +$43.4K +310 New
HMS
3194
Hanseatic Management Services
New Mexico
$48.2K – – –
CFG
3195
CKW Financial Group
Hawaii
$46K +$1.4K +10 +4%
GTAM
3196
Global Trust Asset Management
Florida
$45.4K – – –
RWA
3197
Redmont Wealth Advisors
Illinois
$43.3K – – –
AA
3198
AlphaCentric Advisors
Puerto Rico
$43.3K +$37.8K +270 New
SGC
3199
Slocum, Gordon & Co
Rhode Island
$41.7K – – –
ECM
3200
Estabrook Capital Management
New York
$40.1K +$315K +2,250 +900%
126 127
128
129 130