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AVGO

Name Holding Trade Value Shares
Change 		Change in
Stake
OFW
976
Omnia Family Wealth
Florida
$18K – – –
MPWT
977
MassMutual Private Wealth & Trust
Connecticut
$16.5K +$3.68K +150 +28%
IAS
978
IMA Advisory Services
Colorado
$16K +$15.9K +650 New
RCWMU
979
Rothschild & Co Wealth Management (UK)
United Kingdom
$15K +$15.4K +630 New
ME
980
McIlrath & Eck
Washington
$14K +$13.7K +560 New
CPIG
981
Chicago Partners Investment Group
Illinois
$14K +$14.5K +590 New
APSP
982
Asset Planning Services (Pennsylvania)
Pennsylvania
$13K – – –
CT
983
Clearstead Trust
Maine
$13K +$12.7K +520 New
TL
984
TrueWealth LLC
Georgia
$13K +$13.5K +550 New
TCM
985
TD Capital Management
Tennessee
$12K – – –
GCM
986
Gables Capital Management
Florida
$11K +$11K +450 New
LWA
987
Lowe Wealth Advisors
Maryland
$10K -$3.68K -150 -26%
MWM
988
MinichMacGregor Wealth Management
New York
$10K +$11K +450 New
CFG
989
Citizens Financial Group
Rhode Island
$9K – – –
TCM
990
Tradewinds Capital Management
Washington
$9K +$9.32K +380 New
CWM
991
Cedar Wealth Management
California
$9K +$9.56K +390 New
CWA
992
Clarus Wealth Advisors
Arizona
$9K +$9.56K +390 New
IP
993
Isthmus Partners
Wisconsin
$8K – – –
PK
994
Pflug Koory
Nebraska
$8K +$8.58K +350 New
RWM
995
Raffa Wealth Management
District of Columbia
$7.28K +$7.36K +300 New
EA
996
Edge Advisors
Georgia
$7K – – –
CFC
997
Coyle Financial Counsel
Illinois
$7K +$7.36K +300 New
AP
998
Atwood & Palmer
Missouri
$6K – – –
OIA
999
OneDigital Investment Advisors
Kansas
$6K – – –
RWA
1000
River Wealth Advisors
Pennsylvania
$6K +$5.64K +230 New
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