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AVGO

Name Holding Trade Value Shares
Change 		Change in
Stake
PP
1576
PDS Planning
Ohio
$421K +$23.2K +390 +6%
GWS
1577
Glassman Wealth Services
Virginia
$421K +$146K +2,460 +58%
BMA
1578
Brooks Moore & Associates
Tennessee
$419K – – –
SFCL
1579
Strengthening Families & Communities LLC
Massachusetts
$417K -$28.5K -480 -7%
TP
1580
Tranquility Partners
Tennessee
$417K – – –
KMWM
1581
Keudell/Morrison Wealth Management
Oregon
$416K -$36.8K -620 -9%
WMS
1582
Wealth Management Solutions
Pennsylvania
$414K -$83.2K -1,400 -18%
CC
1583
Courier Capital
New York
$414K – – –
WAM
1584
Wakefield Asset Management
Colorado
$414K +$55.8K +940 +17%
CIA
1585
Choate Investment Advisors
Massachusetts
$412K -$95.6K -1,610 -20%
GC
1586
Gilbert & Cook
Iowa
$412K +$26.7K +450 +7%
GFP
1587
Gryphon Financial Partners
Ohio
$411K +$6.53K +110 +2%
HFW
1588
Horizon Family Wealth
Illinois
$411K +$195K +3,280 +101%
KA
1589
Kercheville Advisors
Texas
$409K -$14.8K -250 -4%
MA
1590
MCF Advisors
Kentucky
$409K +$385K +6,490 New
IGWM
1591
ICA Group Wealth Management
Colorado
$408K +$432K +7,270 New
MWM
1592
Modera Wealth Management
New Jersey
$407K +$384K +6,460 New
IA
1593
Integrity Advisory
Kansas
$407K +$384K +6,470 New
FAM
1594
Formidable Asset Management
Ohio
$406K -$14.3K -240 -4%
BPWM
1595
Badgley Phelps Wealth Managers
Washington
$406K – – –
IWA
1596
Intercontinental Wealth Advisors
Texas
$405K – – –
FCBT
1597
First Citizens Bank & Trust
North Carolina
$405K +$141K +2,380 +59%
AF
1598
Advisornet Financial
Minnesota
$404K +$41K +690 +12%
SSB
1599
Sandy Spring Bank
Maryland
$402K +$14.8K +250 +4%
JCM
1600
Jacobi Capital Management
Pennsylvania
$402K +$131K +2,200 +53%
62 63
64
65 66