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AVGO

Name Holding Trade Value Shares
Change 		Change in
Stake
CFFP
1251
Center for Financial Planning
Michigan
$250K +$670 +20 +0.3%
LA
1252
LexAurum Advisors
Kansas
$245K +$225K +6,720 New
CAG
1253
Crestwood Advisors Group
Massachusetts
$245K +$225K +6,730 New
MYIA
1254
Mount Yale Investment Advisors
Colorado
$242K -$694K -20,710 -76%
FWM
1255
Frontier Wealth Management
Missouri
$242K – – –
PW
1256
Price Wealth
Texas
$241K +$182K +5,440 +461%
FI
1257
FormulaFolio Investments
Michigan
$241K +$222K +6,620 New
MWPCG
1258
Measured Wealth Private Client Group
New Hampshire
$236K -$609K -18,170 -74%
MIA
1259
MainStreet Investment Advisors
Illinois
$235K -$2.85M -85,170 -93%
MAM
1260
Mark Asset Management
New York
$234K -$65.3K -1,950 -23%
IFAM
1261
Institutional & Family Asset Management
Colorado
$234K -$8.71K -260 -4%
AC
1262
Abbrea Capital
California
$233K -$8.37K -250 -4%
BBA
1263
Braun-Bostich & Associates
Pennsylvania
$232K -$250K -7,470 -54%
BWP
1264
Bernardo Wealth Planning
Pennsylvania
$229K -$10.7K -320 -5%
CIC
1265
Chase Investment Counsel
Virginia
$229K +$211K +6,290 New
VAM
1266
Verity Asset Management
North Carolina
$229K +$211K +6,290 New
AL
1267
Aspiriant LLC
California
$227K +$209K +6,230 New
PFA
1268
Pathway Financial Advisors
Vermont
$226K -$16.4K -490 -7%
FHC
1269
First Heartland Consultants
Missouri
$225K +$207K +6,180 New
GPA
1270
Guidance Point Advisors
Massachusetts
$225K +$207K +6,180 New
CFG
1271
Citizens Financial Group
Rhode Island
$223K +$74.4K +2,220 +55%
HHGA
1272
Halbert Hargrove Global Advisors
California
$220K +$202K +6,040 New
ER
1273
Enlightenment Research
Florida
$219K +$201K +6,000 New
TC
1274
TAP Consulting
Missouri
$219K +$202K +6,020 New
CAL
1275
Capital Analysts LLC
Pennsylvania
$217K +$1K +30 +0.5%
49 50
51
52 53