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AVGO

Name Holding Trade Value Shares
Change 		Change in
Stake
HCM
3626
Hilton Capital Management
New York
$435K -$19.9K -65 -5%
PRTG
3627
Post Resch Tallon Group
New York
$435K -$6.75K -22 -2%
CC
3628
Cadinha & Co
Hawaii
$435K – – –
OCM
3629
Orion Capital Management
California
$434K -$6.14K -20 -1%
ELM
3630
Elite Life Management
Florida
$434K +$13.5K +44 +4%
BWM
3631
Brickley Wealth Management
California
$434K +$101K +328 +33%
WAM
3632
Westport Asset Management
Connecticut
$433K – – –
FWM
3633
Fonville Wealth Management
Virginia
$433K – – –
RFO
3634
RiverGlades Family Offices
Florida
$432K – – –
RB
3635
Rodgers Brothers
Pennsylvania
$432K – – –
BTC
3636
Bank & Trust Company
Illinois
$432K – – –
VW
3637
Veridan Wealth
Oregon
$431K +$401K +1,306 New
WIC
3638
Whitegate Investment Counselors
New Hampshire
$429K +$920 +3 +0.2%
PPA
3639
Painted Porch Advisors
California
$429K +$89.3K +291 +29%
BB
3640
Burford Brothers
Texas
$428K – – –
BWP
3641
BlueStem Wealth Partners
Minnesota
$428K +$92.3K +301 +30%
CF
3642
Claris Financial
Virginia
$428K +$208K +677 New
DDC
3643
DF Dent & Co
Maryland
$427K +$56.1K +183 +16%
AIA
3644
AIMZ Investment Advisors
California
$426K – – –
SAM
3645
Seelaus Asset Management
New Jersey
$424K – – –
AWM
3646
Adams Wealth Management
Utah
$422K -$141K -458 -26%
ACA
3647
American Capital Advisory
Idaho
$422K – – –
SC
3648
Schubert & Co
Texas
$422K +$7.36K +24 +2%
SWG
3649
Summit Wealth Group
Vermont
$422K +$1.23K +4 +0.3%
CSF
3650
Capital Squared Financial
Maryland
$421K -$1.53K -5 -0.4%
144 145
146
147 148