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AVGO

Name Holding Trade Value Shares
Change 		Change in
Stake
WDA
4001
Wendell David Associates
New Hampshire
$515K – – –
RIAS
4002
Rachor Investment Advisory Services
Michigan
$515K +$802 +2 +0.1%
WCM
4003
Warburton Capital Management
Oklahoma
$514K +$25.7K +64 +5%
CFO
4004
Custos Family Office
Texas
$514K -$211K -527 -28%
AIS
4005
Advocate Investing Services
Maryland
$514K – – –
VBA
4006
von Borstel & Associates
Oregon
$513K – – –
PSP
4007
Pacific Sage Partners
Washington
$513K -$10K -25 -2%
TW
4008
Towerpoint Wealth
California
$513K +$22.5K +56 +4%
CFO
4009
Collective Family Office
Pennsylvania
$512K -$23.7K -59 -4%
KLCM
4010
KG&L Capital Management
Louisiana
$511K +$34.1K +85 +7%
STCOSD
4011
Sageworth Trust Company of South Dakota
South Dakota
$511K -$530K -1,321 -49%
TWP
4012
Tempus Wealth Planning
California
$511K +$25.7K +64 +5%
CCM
4013
Cloud Capital Management
Washington
$511K -$65.8K -164 -11%
FCCM
4014
First City Capital Management
Georgia
$510K – – –
PWP
4015
Parkwoods Wealth Partners
New York
$510K +$122K +305 +29%
CWA
4016
Cura Wealth Advisors
Illinois
$510K +$82.6K +206 +18%
VWM
4017
Verus Wealth Management
Wisconsin
$510K -$802 -2 -0.1%
BWIA
4018
Bryant Woods Investment Advisors
New York
$509K +$401 +1 +0.1%
CMP
4019
Christine Messmer PC
Pennsylvania
$508K +$135K +337 +33%
KLI
4020
Kelman-Lazarov Inc
Tennessee
$508K +$45.7K +114 +9%
CWM
4021
Carolina Wealth Management
North Carolina
$507K +$538K +1,343 New
TCM
4022
TD Capital Management
Tennessee
$507K -$10.4K -26 -2%
GG
4023
GenWealth Group
New Jersey
$504K -$6.42K -16 -1%
BFA
4024
Brendel Financial Advisors
New Hampshire
$503K -$55.7K -139 -9%
KPPF
4025
Klein Pavlis & Peasley Financial
California
$503K +$534K +1,331 New
159 160
161
162 163