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AVGO

Name Holding Trade Value Shares
Change 		Change in
Stake
IWC
3526
Infinity Wealth Counsel
Ohio
$504K – – –
SW
3527
Solidarity Wealth
Utah
$504K -$1.69M -5,494 -78%
WQ
3528
Wealth Quarterback
New Jersey
$503K -$127K -413 -21%
BM
3529
Berman McAleer
Maryland
$503K +$468K +1,524 New
FI
3530
Fosun International
China
$502K – – –
BST
3531
Bath Savings Trust
Maine
$501K – – –
ML
3532
Mayport LLC
Massachusetts
$500K +$83.8K +273 +22%
NCM
3533
Nelson Capital Management
California
$497K -$16.3K -53 -3%
CS
3534
Capital Square
Tennessee
$497K -$45.1K -147 -9%
CMF
3535
Counterpoint Mutual Funds
California
$496K +$461K +1,504 New
MCM
3536
Maple Capital Management
Vermont
$494K -$14.1K -46 -3%
PHAM
3537
Palisades Hudson Asset Management
Florida
$493K +$103K +335 +29%
AC
3538
Annandale Capital
Texas
$493K -$54.3K -177 -11%
GFWA
3539
Grey Fox Wealth Advisors
Delaware
$490K -$614 -2 -0.1%
GWM
3540
GK Wealth Management
Nevada
$490K +$32.5K +106 +8%
PCM
3541
Payne Capital Management
New York
$489K -$31K -101 -6%
PA
3542
Perennial Advisors
New York
$488K +$116K +379 +34%
SGI
3543
Summit Global Investments
Utah
$485K +$102K +334 +29%
CWMS
3544
Cannon Wealth Management Services
North Carolina
$484K -$47.9K -156 -10%
DIP
3545
Davis Investment Partners
North Carolina
$484K -$15K -49 -3%
CA
3546
Clune & Associates
Illinois
$484K +$14.7K +48 +3%
OPPS
3547
Obsidian Personal Planning Solutions
Maryland
$482K +$10.1K +33 +3%
CSC
3548
Caldwell Sutter Capital
California
$480K -$41.7K -136 -9%
MCM
3549
Marathon Capital Management
Maryland
$480K – – –
AFA
3550
American Financial Advisors
Georgia
$479K – – –
140 141
142
143 144