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AVGO

Name Holding Trade Value Shares
Change 		Change in
Stake
FCCM
4001
First City Capital Management
Georgia
$418K -$16.5K -50 -4%
VWM
4002
Verus Wealth Management
Wisconsin
$418K – – –
JCIA
4003
Jackson Creek Investment Advisors
Colorado
$418K +$1.65K +5 +0.4%
GG
4004
GenWealth Group
New Jersey
$418K – – –
TWD
4005
True Wealth Design
Ohio
$418K +$157K +478 +55%
TWM
4006
TSA Wealth Management
Texas
$417K -$121K -368 -21%
BWIA
4007
Bryant Woods Investment Advisors
New York
$417K -$9.87K -30 -2%
NICM
4008
Neo Ivy Capital Management
New York
$416K -$4.47M -13,592 -91%
S
4009
Sachetta
Massachusetts
$414K +$111K +336 +34%
AWM
4010
Adams Wealth Management
Utah
$413K +$65.5K +199 +18%
SHA
4011
Seneca House Advisors
Virginia
$412K +$29K +88 +7%
NQWM
4012
Northwest Quadrant Wealth Management
Oregon
$410K +$987 +3 +0.2%
WWA
4013
Wingate Wealth Advisors
Massachusetts
$410K -$23K -70 -5%
DCM
4014
Dimension Capital Management
Florida
$410K +$9.54K +29 +2%
LWM
4015
Lakeridge Wealth Management
Ohio
$409K +$20.1K +61 +5%
BWM
4016
Brickley Wealth Management
California
$408K +$1.65K +5 +0.4%
WAM
4017
Westport Asset Management
Connecticut
$406K – – –
SP
4018
Successful Portfolios
Florida
$405K – – –
CMBA
4019
C.M. Bidwell & Associates
Hawaii
$405K +$431K +1,309 New
BCM
4020
Brookmont Capital Management
Texas
$405K -$31.6K -96 -7%
WIC
4021
Whitegate Investment Counselors
New Hampshire
$404K +$987 +3 +0.2%
PRTG
4022
Post Resch Tallon Group
New York
$404K -$2.96K -9 -0.7%
BOM
4023
Bank of Marin
California
$404K +$83.9K +255 +24%
GF
4024
Goodman Financial
Texas
$404K +$987 +3 +0.2%
TW
4025
Towerpoint Wealth
California
$403K -$2.96K -9 -0.7%
159 160
161
162 163