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AVGO

Name Holding Trade Value Shares
Change 		Change in
Stake
FPFS
3251
First Personal Financial Services
North Carolina
$154K +$81.8K +510 +134%
SFA
3252
Semmax Financial Advisors
North Carolina
$153K -$1.38M -8,594 -91%
NBT
3253
Northwest Bank & Trust
Iowa
$150K – – –
BHWM
3254
Bay Harbor Wealth Management
Maryland
$147K -$5.93K -37 -4%
CFS
3255
CGC Financial Services
Oregon
$147K – – –
AWM
3256
Activest Wealth Management
Florida
$146K -$244K -1,524 -64%
A
3257
AlphaQuest
New York
$141K +$92.2K +575 +240%
VWA
3258
Valued Wealth Advisors
Utah
$133K -$13K -81 -10%
RTL
3259
Red Tortoise LLC
Georgia
$132K +$641 +4 +0.5%
ATC
3260
Advantage Trust Company
Kansas
$129K -$120K -750 -50%
SRCM
3261
Signature Resources Capital Management
California
$128K – – –
RWM
3262
Reston Wealth Management
Virginia
$127K +$118K +735 New
DMKJ
3263
David M. Knott Jr
$122K – – –
TCM
3264
TD Capital Management
Tennessee
$121K +$24.5K +153 +28%
SWA
3265
SOA Wealth Advisors
New York
$121K +$1.76K +11 +2%
WTG
3266
West Tower Group
Virginia
$121K -$208K -1,300 -65%
PCM
3267
Palouse Capital Management
Washington
$121K -$1.6K -10 -1%
MB
3268
Mizuho Bank
Japan
$121K – – –
AEPWM
3269
Atlantic Edge Private Wealth Management
Florida
$119K +$8.02K +50 +8%
PWMA
3270
Pension & Wealth Management Advisors
Massachusetts
$117K +$42.6K +266 +65%
PCWA
3271
Pacific Capital Wealth Advisors
California
$116K +$26.3K +164 +32%
PH
3272
Pinnacle Holdings
Oklahoma
$116K +$108K +673 New
HGA
3273
Hobbs Group Advisors
South Carolina
$116K +$32.2K +201 +43%
FIM
3274
FWL Investment Management
Texas
$116K +$12.8K +80 +14%
W
3275
WealthCollab
Washington
$115K +$21.8K +136 +26%
129 130
131
132 133