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AVGO

Name Holding Trade Value Shares
Change 		Change in
Stake
KPCM
1326
Kings Point Capital Management
New York
$467K +$17K +350 +4%
SHA
1327
Seneca House Advisors
Virginia
$465K +$11.7K +240 +3%
MIP
1328
Marietta Investment Partners
Wisconsin
$464K +$12.6K +260 +3%
EWM
1329
EPG Wealth Management
Georgia
$461K +$12.6K +260 +3%
XF
1330
XML Financial
Maryland
$461K +$200K +4,120 +76%
KMWM
1331
Keudell/Morrison Wealth Management
Oregon
$460K +$81.2K +1,670 +21%
DS
1332
DRW Securities
Illinois
$458K -$205K -4,210 -31%
RWA
1333
Ropes Wealth Advisors
Massachusetts
$458K +$6.81K +140 +2%
SIM
1334
SSI Investment Management
California
$454K +$2.92K +60 +0.6%
TVAMP
1335
Tennessee Valley Asset Management Partners
Tennessee
$454K +$455K +9,360 New
HFP
1336
Holistic Financial Partners
Indiana
$449K -$49.6K -1,020 -10%
MWPCG
1337
Measured Wealth Private Client Group
New Hampshire
$449K +$166K +3,410 +58%
PMFA
1338
Plante Moran Financial Advisors
Michigan
$447K +$307K +6,310 +217%
JF
1339
Jump Financial
Illinois
$446K +$3.4K +70 +0.8%
GCA
1340
Gradient Capital Advisors
California
$445K +$2.43K +50 +0.5%
WIM
1341
Westside Investment Management
California
$439K -$97.3K -2,000 -8%
SNT
1342
Security National Trust
West Virginia
$439K – – –
RTC
1343
Riverview Trust Company
Washington
$437K +$14.6K +300 +3%
TA
1344
Tectonic Advisors
Texas
$436K +$438K +9,010 New
MC
1345
Machina Capital
France
$434K +$436K +8,960 New
CWA
1346
Canvas Wealth Advisors
Kansas
$433K -$6.32K -130 -1%
CPC
1347
Consolidated Planning Corp
Georgia
$431K +$4.38K +90 +1%
PPW
1348
Parcion Private Wealth
Washington
$430K +$20.9K +430 +5%
IIC
1349
Integrated Investment Consultants
Michigan
$426K -$17K -350 -4%
RHBC
1350
R.H. Bluestein & Co
Michigan
$426K +$48.6K +1,000 +13%
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