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AVGO

Name Holding Trade Value Shares
Change 		Change in
Stake
OBWP
4026
O'Brien Wealth Partners
Massachusetts
$30.9K -$20.8K -96 -46%
NECFA
4027
New England Capital Financial Advisors
Connecticut
$30.9K +$24.3K +112 New
YAL
4028
Your Advocates Ltd
Texas
$30.3K – – –
FWM
4029
FSA Wealth Management
Massachusetts
$27.8K – – –
MAS
4030
MPWM Advisory Solutions
Georgia
$27.7K -$1.95K -9 -8%
FC
4031
Family CFO
California
$27.6K – – –
IA
4032
IFS Advisors
Kansas
$27.6K – – –
KPP
4033
Kings Path Partners
Texas
$27.6K – – –
LFA
4034
Legend Financial Advisors
Pennsylvania
$27.6K +$21.7K +100 New
TIAAOA
4035
Teachers Insurance & Annuity Association of America
New York
$27.6K +$21.7K +100 New
BFP
4036
Briaud Financial Planning
Texas
$27K – – –
LIM
4037
Longfellow Investment Management
Massachusetts
$26.7K +$21.1K +97 New
UIC
4038
Uniplan Investment Counsel
Wisconsin
$25.2K +$19.8K +91 New
POIA
4039
Pin Oak Investment Advisors
Texas
$25K – – –
KSWA
4040
Kathleen S. Wright Associates
Pennsylvania
$24.8K – – –
RA
4041
Ransom Advisory
Rhode Island
$24.8K – – –
CTWM
4042
Cherry Tree Wealth Management
Minnesota
$24.5K -$28.4K -131 -60%
WCM
4043
Westend Capital Management
California
$22.9K +$15.9K +73 +730%
AIM
4044
Access Investment Management
Georgia
$22.9K +$18K +83 New
VFIC
4045
Valley Forge Investment Consultants
Pennsylvania
$22.6K +$17.8K +82 New
TVWM
4046
Tower View Wealth Management
Wisconsin
$22.2K +$217 +1 +1%
IMC
4047
Investment Management Corporation
Virginia
$22.2K – – –
SC
4048
Steph & Co
Wisconsin
$21.8K – – –
PS
4049
PayPay Securities
Japan
$21.8K +$434 +2 +3%
FF
4050
Friedenthal Financial
New Jersey
$21.2K +$16.7K +77 New
160 161
162
163 164