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AVGO

Name Holding Trade Value Shares
Change 		Change in
Stake
CIS
3826
Continental Investors Services
Washington
$330K +$23.9K +78 +9%
KWM
3827
KMT Wealth Management
California
$327K – – –
SIC
3828
Sage Investment Counsel
Tennessee
$327K – – –
TCM
3829
TD Capital Management
Tennessee
$326K +$614 +2 +0.2%
RWP
3830
Ridgeline Wealth Planning
Ohio
$326K +$25.5K +83 +9%
EC
3831
Eaton-Cambridge
Arizona
$325K +$3.38K +11 +1%
MPW
3832
Magnolia Private Wealth
Pennsylvania
$324K +$39K +127 +15%
PSP
3833
Pacific Sage Partners
Washington
$323K -$1.84K -6 -0.6%
EFN
3834
Equita Financial Network
Pennsylvania
$323K -$12.9K -42 -4%
WIA
3835
Westbourne Investment Advisors
Maryland
$323K +$300K +978 New
CCM
3836
Cloud Capital Management
Washington
$322K +$27.3K +89 +10%
PS
3837
Portfolio Strategies
New York
$322K – – –
GWM
3838
GSB Wealth Management
Connecticut
$321K -$9.51K -31 -3%
FFA
3839
Fairfield Financial Advisors
Massachusetts
$320K +$298K +971 New
JBA
3840
Johnson Bixby & Associates
Washington
$320K – – –
SC
3841
Searle & Co
Connecticut
$320K – – –
MPAM
3842
Murphy Pohlad Asset Management
Minnesota
$320K – – –
CAM
3843
CenterStar Asset Management
Illinois
$320K +$297K +969 New
LWM
3844
Lakeridge Wealth Management
Ohio
$319K +$4.6K +15 +2%
HA
3845
HFG Advisors
Ohio
$319K +$7.98K +26 +3%
SWM
3846
SFG Wealth Management
Maryland
$319K +$296K +965 New
PHWM
3847
Pine Harbor Wealth Management
Maryland
$318K +$15.3K +50 +5%
NWP
3848
NerdWallet Wealth Partners
New York
$318K +$295K +963 New
FA
3849
Fiducient Advisors
Illinois
$317K +$45.1K +147 +18%
GL
3850
Gerber LLC
Ohio
$317K +$49.4K +161 +20%
152 153
154
155 156