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AVGO

Name Holding Trade Value Shares
Change 		Change in
Stake
MSFP
4676
Mark Sheptoff Financial Planning
Connecticut
$142K -$20K -50 -12%
HHGA
4677
Halbert Hargrove Global Advisors
California
$141K +$16.8K +42 +13%
DF
4678
Downshift Financial
Colorado
$139K +$147K +367 New
QL
4679
Quarry LP
New York
$136K -$263K -655 -65%
NA
4680
Networth Advisors
Pennsylvania
$134K +$109K +271 +323%
CFS
4681
CGC Financial Services
Oregon
$132K -$79.4K -198 -36%
WFA
4682
West Financial Advisors
Iowa
$130K – – –
WAM
4683
Wolverine Asset Management
Illinois
$128K -$9.66M -24,088 -99%
BCPWM
4684
Bradley & Co Private Wealth Management
Florida
$128K +$124K +309 +1,030%
1GI
4685
180 GPS Investments
$126K +$134K +333 New
CWM
4686
Cranbrook Wealth Management
Michigan
$125K -$9.22K -23 -6%
MS
4687
Monetary Solutions
Ohio
$123K – – –
CFG
4688
CKW Financial Group
Hawaii
$122K +$12.4K +31 +10%
LD
4689
Lipe & Dalton
New York
$115K – – –
MCI
4690
MRP Capital Investments
Georgia
$114K – – –
PK
4691
Pflug Koory
Nebraska
$113K +$81.4K +203 +209%
APW
4692
Atlantic Private Wealth
North Carolina
$113K – – –
KPP
4693
Kings Path Partners
Texas
$113K – – –
ZC
4694
Zeit Capital
Colorado
$113K +$6.01K +15 +5%
LAS
4695
Lloyd Advisory Services
Georgia
$112K -$3.5M -8,726 -97%
HPBT
4696
Hickory Point Bank & Trust
Illinois
$111K -$4.01K -10 -3%
HIW
4697
Holos Integrated Wealth
Pennsylvania
$111K -$67K -167 -36%
BL
4698
BFSG LLC
California
$111K -$8.02K -20 -6%
CNBT
4699
Cornerstone National Bank & Trust
Illinois
$107K +$50.1K +125 +76%
HIA
4700
HFM Investment Advisors
New Jersey
$105K +$9.22K +23 +9%
186 187
188
189 190