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AVGO

Name Holding Trade Value Shares
Change 		Change in
Stake
SW
1476
SlateStone Wealth
Florida
$447K +$2.55K +50 +0.5%
NB
1477
Northwest Bancshares
Pennsylvania
$445K -$26.1K -510 -5%
ER
1478
Enlightenment Research
Florida
$444K -$102K -2,000 -17%
SPFA
1479
Summit Place Financial Advisors
New Jersey
$444K – – –
GCMG
1480
Gyroscope Capital Management Group
Florida
$444K +$51.1K +1,000 +11%
SFP
1481
Sweet Financial Partners
Minnesota
$444K +$511K +10,000 New
PIA
1482
Perennial Investment Advisors
California
$443K -$1.28M -25,120 -72%
ZIMP
1483
Zimmermann Investment Management & Planning
Pennsylvania
$443K +$4.6K +90 +0.9%
MCCP
1484
Mission Creek Capital Partners
California
$441K -$28.1K -550 -5%
PCS
1485
Personal CFO Solutions
New Jersey
$440K -$20.4K -400 -4%
WA
1486
WBH Advisory
Maryland
$437K -$511 -10 -0.1%
MIP
1487
Marietta Investment Partners
Wisconsin
$436K – – –
GDP
1488
Great Diamond Partners
Maine
$434K -$49K -960 -9%
CA
1489
Continuum Advisory
Idaho
$434K -$4.6K -90 -0.9%
SIM
1490
Stratos Investment Management
Ohio
$432K +$58.2K +1,140 +13%
FL
1491
Fort LP
Maryland
$431K -$333K -6,520 -40%
CRWM
1492
Castle Rock Wealth Management
California
$430K +$3.58K +70 +0.7%
KLCM
1493
KG&L Capital Management
Louisiana
$430K +$495K +9,690 New
MA
1494
MCF Advisors
Kentucky
$427K +$75.1K +1,470 +18%
TC
1495
Telemus Capital
Michigan
$423K -$137K -2,690 -22%
GCA
1496
Gradient Capital Advisors
California
$423K +$3.06K +60 +0.6%
HIM
1497
Hotaling Investment Management
Pennsylvania
$423K +$17.9K +350 +4%
FIA
1498
Foundations Investment Advisors
Arizona
$422K +$485K +9,500 New
HFP
1499
Holistic Financial Partners
Indiana
$421K -$70K -1,370 -13%
RGF
1500
Retirement Guys Formula
Ohio
$421K +$57.2K +1,120 +13%
58 59
60
61 62