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AVGO

Name Holding Trade Value Shares
Change 		Change in
Stake
WA
3201
Waddell & Associates
Tennessee
$350K +$9.1K +43 +2%
NEPPG
3202
New England Professional Planning Group
Rhode Island
$350K – – –
SO
3203
Sierra Ocean
California
$350K +$63.3K +299 +17%
WPW
3204
Warther Private Wealth
Ohio
$350K -$1.72M -8,111 -80%
IAS
3205
Investment Advisory Services
Texas
$348K +$94.6K +447 +27%
BOSSRA
3206
B.O.S.S. Retirement Advisors
Utah
$347K +$23.1K +109 +6%
MSWA
3207
Marshall & Sterling Wealth Advisors
New York
$346K +$437K +2,067 New
BONST
3208
Bank of Nova Scotia Trust
Ontario, Canada
$346K +$30.5K +144 +7%
BFF
3209
Byrne Financial Freedom
Massachusetts
$345K +$95.7K +452 +28%
PPW
3210
Pasadena Private Wealth
California
$345K -$1.91K -9 -0.4%
FNT
3211
First Nebraska Trust
Nebraska
$345K – – –
KWM
3212
Kingsman Wealth Management
Florida
$345K +$436K +2,060 New
EB
3213
Exchange Bank
California
$345K – – –
AW
3214
Avion Wealth
Texas
$344K – – –
WAM
3215
WNY Asset Management
New York
$344K +$115K +542 +36%
RP
3216
Riverwater Partners
Wisconsin
$342K +$136K +643 +46%
NFA
3217
Northwest Financial Advisors
Virginia
$340K +$177K +837 +70%
NAS
3218
NWF Advisory Services
California
$340K -$30.7K -145 -7%
UPS
3219
UHLMANN PRICE SECURITIES
Illinois
$340K +$1.69K +8 +0.4%
WLIM
3220
White Lighthouse Investment Management
Massachusetts
$339K -$70.9K -335 -14%
TA
3221
TFG Advisers
Michigan
$338K +$160K +755 +60%
BW
3222
Blalock Williams
Alabama
$337K +$21.8K +103 +5%
LFS
3223
Legacy Financial Strategies
Kansas
$337K +$80K +378 +23%
BFG
3224
Bouchey Financial Group
New York
$336K -$14.8K -70 -3%
MFC
3225
Mechanics Financial Corp
Ohio
$336K – – –
127 128
129
130 131