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AVGO

Name Holding Trade Value Shares
Change 		Change in
Stake
RWA
1251
Ropes Wealth Advisors
Massachusetts
$1.82M +$384K +5,390 +35%
TSWM
1252
Triangle Securities Wealth Management
North Carolina
$1.81M -$510K -7,150 -25%
NFA
1253
Northern Financial Advisors
Michigan
$1.81M +$39.2K +550 +3%
ZF
1254
Zhang Financial
Michigan
$1.81M +$73.5K +1,030 +5%
RWA
1255
Rainsberger Wealth Advisors
Colorado
$1.8M +$25.7K +360 +2%
PWA
1256
Providence Wealth Advisors
Illinois
$1.8M -$103K -1,450 -6%
DCM
1257
Dupont Capital Management
Delaware
$1.8M -$1.36M -19,100 -48%
LWCFA
1258
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$1.79M +$4.99K +70 +0.3%
NW
1259
Naviter Wealth
Arkansas
$1.79M +$158K +2,210 +12%
CFS
1260
CRA Financial Services
New Jersey
$1.79M +$34.9K +490 +2%
RIM
1261
Redwood Investment Management
Arizona
$1.79M +$1.47M +20,590 New
GAAM
1262
Guinness Atkinson Asset Management
California
$1.78M -$200K -2,800 -12%
BPCA
1263
Bank Pictet & Cie (Asia)
Singapore
$1.77M -$317K -4,440 -18%
CWM
1264
Chesapeake Wealth Management
Virginia
$1.77M +$64.2K +900 +5%
SMH
1265
Sanders Morris Harris
Texas
$1.77M +$1.44M +20,180 New
RAM
1266
Redmond Asset Management
Virginia
$1.77M -$617K -8,650 -30%
BOPW
1267
Brandywine Oak Private Wealth
Pennsylvania
$1.75M +$33.5K +470 +2%
CPC
1268
Cookson Peirce & Co
Pennsylvania
$1.75M -$458K -6,420 -24%
LAIC
1269
Lederer & Associates Investment Counsel
California
$1.75M -$85.6K -1,200 -6%
LWM
1270
Laidlaw Wealth Management
New York
$1.75M -$18.5K -260 -1%
TFCP
1271
Twin Focus Capital Partners
Massachusetts
$1.74M +$902K +12,650 +172%
LFM
1272
Lumina Fund Management
New York
$1.74M – – –
CCM
1273
Community Capital Management
Florida
$1.73M -$945K -13,250 -40%
PAMG
1274
Patton Albertson Miller Group
Tennessee
$1.73M -$296K -4,150 -17%
CA
1275
Cullinan Associates
Kentucky
$1.73M +$143K +2,000 +11%
49 50
51
52 53