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AVGO

Name Holding Trade Value Shares
Change 		Change in
Stake
RWM
4001
Rialto Wealth Management
New York
$56K +$1.95K +9 +5%
VFM
4002
Vision Financial Markets
Connecticut
$55.3K – – –
ETS
4003
ESL Trust Services
New York
$55.1K -$10.9K -50 -20%
BAM
4004
Byrne Asset Management
New Jersey
$53.8K – – –
MSFP
4005
Mark Sheptoff Financial Planning
Connecticut
$49.9K -$58.4K -269 -60%
SN
4006
Sittner & Nelson
Oregon
$49.7K – – –
KWM
4007
Kiker Wealth Management
Georgia
$49.1K -$1.95K -9 -5%
WTFG
4008
Wood Tarver Financial Group
Idaho
$48K – – –
CMA
4009
Cedar Mountain Advisors
Oregon
$47.1K +$21.7K +100 +141%
OPTFSNA
4010
Old Point Trust & Financial Services N A
Virginia
$46.9K – – –
HC
4011
Hoese & Co
Minnesota
$46.9K +$21.7K +100 +143%
CVM
4012
Cheviot Value Management
California
$45.7K – – –
BIM
4013
Breakwater Investment Management
Washington
$44.1K – – –
BDPWM
4014
Barnes Dennig Private Wealth Management
Ohio
$41.3K – – –
FWA
4015
Flagship Wealth Advisors
Massachusetts
$41.1K +$32.4K +149 New
PP
4016
Pacifica Partners
Canada
$39.6K +$2.61K +12 +9%
PP
4017
PFS Partners
New Jersey
$37.8K +$8.25K +38 +38%
RBC
4018
Roble Belko & Company
Pennsylvania
$37K -$2.61K -12 -8%
BC
4019
Barrett & Company
Rhode Island
$36.7K – – –
EWM
4020
Evolution Wealth Management
Florida
$36.1K +$28.4K +131 New
JFA
4021
JNBA Financial Advisors
Minnesota
$35.8K – – –
CNBT
4022
Cornerstone National Bank & Trust
Illinois
$35K – – –
GWM
4023
Gitterman Wealth Management
New Jersey
$34.5K +$27.1K +125 New
MPW
4024
MASECO Private Wealth
$33.7K +$26.5K +122 New
PCFFS
4025
Pacific Center for Financial Services
California
$33.1K – – –
159 160
161
162 163