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AVGO

Name Holding Trade Value Shares
Change 		Change in
Stake
MHIC
4126
Marble Harbor Investment Counsel
Massachusetts
$350K +$372K +1,132 New
GIP
4127
Greatmark Investment Partners
Georgia
$350K -$1.65K -5 -0.4%
MSWM
4128
Mowery & Schoenfeld Wealth Management
Illinois
$349K -$89.8K -273 -19%
WFA
4129
WestHill Financial Advisors
California
$349K +$329 +1 +0.1%
TGIA
4130
Torrey Growth & Income Advisors
California
$348K -$73K -222 -16%
FCMT
4131
Founders Capital Management (Texas)
Texas
$347K +$26K +79 +8%
MC
4132
Matters Capital
Florida
$347K – – –
FCIM
4133
Fairview Capital Investment Management
California
$346K -$992K -3,015 -73%
VIPI
4134
Vista Investment Partners II
Indiana
$345K -$3.87M -11,746 -91%
HFS
4135
Horizon Financial Services
North Carolina
$345K +$98.7K +300 +37%
E
4136
Evansbrook
Illinois
$345K +$32.9K +100 +10%
CCA
4137
Conservest Capital Advisors
Pennsylvania
$345K +$367K +1,114 New
GFM
4138
GEN Financial Management
Minnesota
$344K +$152K +463 +71%
AC
4139
ASB Consultores
Florida
$344K – – –
PIFP
4140
Partners in Financial Planning
Virginia
$344K +$329 +1 +0.1%
JBA
4141
Johnson Bixby & Associates
Washington
$343K +$39.8K +121 +12%
PCM
4142
Poehling Capital Management
Wisconsin
$342K – – –
5W
4143
5T Wealth
California
$341K +$24K +73 +7%
PFM
4144
Patton Fund Management
Texas
$340K -$4.95M -15,045 -93%
JE
4145
JMAC Enterprises
Pennsylvania
$340K – – –
CA
4146
Corrado Advisors
New Jersey
$340K +$362K +1,100 New
MAA
4147
Matrix Asset Advisors
New York
$340K – – –
AA
4148
Advisory Advocates
Michigan
$340K -$658 -2 -0.2%
EWM
4149
Elmwood Wealth Management
California
$340K – – –
GPWA
4150
Great Point Wealth Advisors
Massachusetts
$339K +$6.25K +19 +2%
164 165
166
167 168