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AVGO

Name Holding Trade Value Shares
Change 		Change in
Stake
EWM
1401
EPG Wealth Management
Georgia
$654K +$18.5K +330 +3%
NP
1402
NorthRock Partners
Minnesota
$651K +$230K +4,100 +72%
SWM
1403
Shelton Wealth Management
Texas
$648K +$547K +9,740 New
DLA
1404
Douglas Lane & Associates
New York
$647K -$43.8K -780 -7%
TVAMP
1405
Tennessee Valley Asset Management Partners
Tennessee
$645K +$19.1K +340 +4%
GM
1406
GeoWealth Management
Illinois
$638K -$48.3K -860 -8%
CFGS
1407
Concourse Financial Group Securities
Alabama
$638K -$9.56K -170 -2%
MIP
1408
Marietta Investment Partners
Wisconsin
$636K – – –
PFBT
1409
Parkside Financial Bank & Trust
Missouri
$635K -$46.7K -830 -8%
OHIS
1410
Oak Harvest Investment Services
Texas
$635K -$35.4K -630 -6%
CFA
1411
Carroll Financial Associates
North Carolina
$634K +$151K +2,690 +40%
SHA
1412
Seneca House Advisors
Virginia
$633K -$3.37K -60 -0.6%
HC
1413
Henshaw Capital
Massachusetts
$630K -$238K -4,230 -31%
EA
1414
Emerald Advisors
Washington
$630K +$532K +9,460 New
WTA
1415
Washington Trust Advisors
Massachusetts
$630K +$532K +9,470 New
CWA
1416
Canvas Wealth Advisors
Kansas
$629K +$30.4K +540 +6%
SIM
1417
SSI Investment Management
California
$626K – – –
SRC
1418
Sage Rhino Capital
California
$625K -$46.1K -820 -8%
VWA
1419
V Wealth Advisors
Kansas
$625K +$97.2K +1,730 +23%
BFS
1420
Baskin Financial Services
Ontario, Canada
$625K +$528K +9,400 New
HPWM
1421
Highland Private Wealth Management
Washington
$623K +$43.8K +780 +9%
WPC
1422
Wedmont Private Capital
Pennsylvania
$621K +$585K +10,400 New
APW
1423
Aurora Private Wealth
New Jersey
$618K -$1.25M -22,240 -71%
HFP
1424
Holistic Financial Partners
Indiana
$616K – – –
GCA
1425
Gradient Capital Advisors
California
$614K +$2.81K +50 +0.5%
55 56
57
58 59