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AVGO

Name Holding Trade Value Shares
Change 		Change in
Stake
MPAM
4201
Murphy Pohlad Asset Management
Minnesota
$336K – – –
MPCL
4202
My Personal CFO LLC
Washington
$334K +$73K +204 +27%
PHWM
4203
Pine Harbor Wealth Management
Maryland
$333K – – –
GL
4204
Gerber LLC
Ohio
$333K – – –
AWP
4205
Accretive Wealth Partners
New Jersey
$333K +$10.7K +30 +3%
AAG
4206
Asset Advisory Group
New Jersey
$333K +$344K +961 New
AWC
4207
Adamsbrown Wealth Consultants
Kansas
$332K +$61.9K +173 +22%
GC
4208
Guidance Capital
Kentucky
$332K -$23.6K -66 -6%
NWP
4209
NerdWallet Wealth Partners
New York
$332K -$1.07K -3 -0.3%
CISOA
4210
Capital Investment Services of America
Wisconsin
$332K – – –
SHJ
4211
Sharkey, Howes & Javer
Colorado
$332K – – –
MJPCFAI
4212
Michael J. Porro & Co. Financial Advisors, Inc.
New Jersey
$332K +$343K +960 New
SM
4213
Sweeney & Michel
California
$332K -$30K -84 -8%
CB
4214
Chris Bulman
California
$332K +$19.7K +55 +6%
SAM
4215
Shikiar Asset Management
New York
$331K – – –
WFPG
4216
Waller Financial Planning Group
Ohio
$330K -$91.9K -257 -21%
MM
4217
MQS Management
New York
$328K +$339K +949 New
VIM
4218
Vancity Investment Management
British Columbia, Canada
$328K -$24.3K -68 -7%
SWA
4219
Serenus Wealth Advisors
California
$328K +$119K +334 +54%
BGAI
4220
Bruce G. Allen Investments
Colorado
$327K -$139K -390 -29%
HA
4221
HFG Advisors
Ohio
$327K -$7.15K -20 -2%
KAM
4222
KEB Asset Management
Illinois
$327K +$336K +939 New
MF
4223
Meridian Financial
Massachusetts
$326K +$19K +53 +6%
EFN
4224
Equita Financial Network
Pennsylvania
$325K -$13.9K -39 -4%
PWS
4225
Pursuit Wealth Strategies
North Carolina
$325K +$336K +940 New
167 168
169
170 171