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AVGO

Name Holding Trade Value Shares
Change 		Change in
Stake
ITB
3326
Idaho Trust Bank
Idaho
$676K – – –
4A
3327
4Wealth Advisors
Illinois
$671K -$252K -820 -29%
PCP
3328
Panoramic Capital Partners
Oregon
$670K +$41.4K +135 +7%
DJSG
3329
D.J. St. Germain
Massachusetts
$669K -$40.5K -132 -6%
AFP
3330
Alpha Financial Partners
Kentucky
$669K +$38.3K +125 +7%
AWP
3331
Astra Wealth Partners
New Jersey
$668K +$53.4K +174 +9%
VPP
3332
Vertex Planning Partners
Illinois
$668K +$94.5K +308 +18%
IAS
3333
Investment Advisory Services
Texas
$666K -$25.5K -83 -4%
VPWA
3334
Vestia Personal Wealth Advisors
Indiana
$665K +$14.4K +47 +2%
SO
3335
Sierra Ocean
California
$662K -$11K -36 -2%
CFO
3336
Custos Family Office
Texas
$662K +$55.8K +182 +10%
KA
3337
Kercheville Advisors
Texas
$661K -$1.26M -4,100 -67%
ECM
3338
EMC Capital Management
Texas
$660K – – –
CAM
3339
Clark Asset Management
New Hampshire
$660K +$47.2K +154 +8%
CM
3340
CastleKnight Management
New York
$660K -$1.14M -3,700 -65%
KPWG
3341
KFA Private Wealth Group
Virginia
$659K +$64.1K +209 +12%
ORC
3342
O'Rourke & Company
Massachusetts
$659K – – –
TCM
3343
Traub Capital Management
Massachusetts
$657K – – –
BBI
3344
Baxter Bros Inc
Connecticut
$655K -$93.6K -305 -13%
AIMC
3345
Alley Investment Management Company
Illinois
$655K – – –
PTB
3346
Pioneer Trust Bank
Oregon
$654K – – –
BAWC
3347
Boyce & Associates Wealth Consulting
Texas
$651K +$282K +920 +87%
EFL
3348
ERn Financial LLC
Wisconsin
$651K -$92.6K -302 -13%
BAMG
3349
Brand Asset Management Group
Missouri
$650K +$122K +397 +25%
TFO
3350
Tarbox Family Office
California
$649K – – –
132 133
134
135 136