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AVGO

Name Holding Trade Value Shares
Change 		Change in
Stake
MIFH
1601
Migdal Insurance & Financial Holdings
Israel
$137K +$10.7K +220 +8%
CDIA
1602
Capital Directions Investment Advisors
Georgia
$135K – – –
ETC
1603
Exchange Traded Concepts
Oklahoma
$133K -$10.3M -212,790 -99%
LPIC
1604
LeJeune Puetz Investment Counsel
Michigan
$131K +$132K +2,710 New
WLPWM
1605
Walled Lake Planning & Wealth Management
Illinois
$129K – – –
JWM
1606
Jackson Wealth Management
Florida
$121K +$3.89K +80 +0.1%
LD
1607
Lipe & Dalton
New York
$121K +$24.3K +500 +25%
TFO
1608
Tarbox Family Office
California
$120K – – –
CCA
1609
Catalyst Capital Advisors
New York
$119K -$1.95K -40 -2%
KA
1610
Kozak & Associates
Colorado
$117K +$100K +2,060 New
NICM
1611
Neo Ivy Capital Management
New York
$113K +$175K +3,590 New
EIP
1612
Ellis Investment Partners
Pennsylvania
$111K +$973 +20 +0.9%
CWA
1613
Clearview Wealth Advisors
Oregon
$110K +$4.86K +100 +5%
BAM
1614
Baldrige Asset Management
Pennsylvania
$104K -$1.95K -40 -2%
MAM
1615
McCarthy Asset Management
California
$103K – – –
CAL
1616
Capital Advisors Ltd
Ohio
$103K +$85.1K +1,750 +473%
MSFP
1617
Mark Sheptoff Financial Planning
Connecticut
$102K – – –
BEI
1618
Benjamin Edwards Inc
Missouri
$102K +$103K +2,110 New
HL
1619
Harding Loevner
New Jersey
$101K – – –
GC
1620
Garde Capital
Washington
$101K +$101K +2,080 New
EI
1621
Ellevest Inc
New York
$100K +$21.4K +440 +27%
CAM
1622
Close Asset Management
United Kingdom
$97K – – –
DWP
1623
Destiny Wealth Partners
Florida
$97K +$97.7K +2,010 New
TFIPS
1624
Towarzystwo Funduszy Inwestycyjnych PZU SA
$97K – – –
WR
1625
WD Rutherford
Oregon
$95K – – –
63 64
65
66 67