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AVGO

Name Holding Trade Value Shares
Change 		Change in
Stake
CAMV
1401
Concord Asset Management (Virginia)
Virginia
$9.93M -$360K -1,172 -4%
SW
1402
Simplicity Wealth
New Jersey
$9.92M -$4.35M -14,194 -32%
CIAS
1403
CFS Investment Advisory Services
New Jersey
$9.92M +$46.6K +152 +0.5%
PA
1404
Procyon Advisors
Connecticut
$9.86M -$934K -3,046 -9%
EGA
1405
Eagle Global Advisors
Texas
$9.83M +$8.28M +26,990 +960%
WW
1406
Windle Wealth
Oklahoma
$9.82M -$245K -798 -3%
KWM
1407
Keebeck Wealth Management
Illinois
$9.82M -$845K -2,754 -8%
SAG
1408
SageView Advisory Group
California
$9.82M -$97.9K -319 -1%
LB
1409
Legacy Bridge
Iowa
$9.79M -$78.2K -255 -0.9%
LOIM
1410
Liberty One Investment Management
Illinois
$9.71M +$1.89M +6,152 +26%
BA
1411
BCM Advisors
Louisiana
$9.71M – – –
AA
1412
Armis Advisers
Georgia
$9.69M +$1.6M +5,207 +24%
SFA
1413
Souders Financial Advisors
Ohio
$9.64M -$42.3K -138 -0.5%
KCM
1414
Kanawha Capital Management
Virginia
$9.63M +$76.1K +248 +0.9%
KCP
1415
Kera Capital Partners
California
$9.6M +$503K +1,639 +6%
LWCFA
1416
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$9.58M +$1.78M +5,794 +26%
SW
1417
StrongBox Wealth
Missouri
$9.58M -$1M -3,275 -10%
OHIF
1418
Oriental Harbor Investment Fund
Hong Kong
$9.57M +$8.9M +29,001 New
BWL
1419
Bogart Wealth LLC
Virginia
$9.55M -$2.5M -8,134 -22%
PFSC
1420
Peoples Financial Services Corp
Pennsylvania
$9.54M -$928K -3,024 -9%
PD
1421
Point72 (DIFC)
United Arab Emirates
$9.52M +$8.85M +28,861 New
WC
1422
Westhampton Capital
North Carolina
$9.48M -$828K -2,700 -9%
GPA
1423
Guerra Pan Advisors
New Jersey
$9.47M – – –
RSWM
1424
Robertson Stephens Wealth Management
California
$9.44M -$380K -1,238 -4%
CSA
1425
Cornerstone Select Advisors
Missouri
$9.44M +$477K +1,554 +6%
55 56
57
58 59