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AVGO

Name Holding Trade Value Shares
Change 		Change in
Stake
EWA
3526
Evolution Wealth Advisors
Florida
$505K -$4.6K -15 -1%
IWC
3527
Infinity Wealth Counsel
Ohio
$504K – – –
SW
3528
Solidarity Wealth
Utah
$504K -$1.69M -5,494 -78%
WQ
3529
Wealth Quarterback
New Jersey
$503K -$127K -413 -21%
BM
3530
Berman McAleer
Maryland
$503K +$468K +1,524 New
FI
3531
Fosun International
China
$502K – – –
BST
3532
Bath Savings Trust
Maine
$501K – – –
ML
3533
Mayport LLC
Massachusetts
$500K +$83.8K +273 +22%
NCM
3534
Nelson Capital Management
California
$497K -$16.3K -53 -3%
CS
3535
Capital Square
Tennessee
$497K -$45.1K -147 -9%
CMF
3536
Counterpoint Mutual Funds
California
$496K +$461K +1,504 New
MCM
3537
Maple Capital Management
Vermont
$494K -$14.1K -46 -3%
OMIC
3538
Old Mission Investment Co
Michigan
$493K -$202K -658 -31%
PHAM
3539
Palisades Hudson Asset Management
Florida
$493K +$103K +335 +29%
AC
3540
Annandale Capital
Texas
$493K -$54.3K -177 -11%
GFWA
3541
Grey Fox Wealth Advisors
Delaware
$490K -$614 -2 -0.1%
GWM
3542
GK Wealth Management
Nevada
$490K +$32.5K +106 +8%
PCM
3543
Payne Capital Management
New York
$489K -$31K -101 -6%
PA
3544
Perennial Advisors
New York
$488K +$116K +379 +34%
SGI
3545
Summit Global Investments
Utah
$485K +$102K +334 +29%
CWMS
3546
Cannon Wealth Management Services
North Carolina
$484K -$47.9K -156 -10%
DIP
3547
Davis Investment Partners
North Carolina
$484K -$15K -49 -3%
CA
3548
Clune & Associates
Illinois
$484K +$14.7K +48 +3%
OPPS
3549
Obsidian Personal Planning Solutions
Maryland
$482K +$10.1K +33 +3%
CSC
3550
Caldwell Sutter Capital
California
$480K -$41.7K -136 -9%
140 141
142
143 144