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AVGO

Name Holding Trade Value Shares
Change 		Change in
Stake
SPM
1801
Symmetry Peak Management
Pennsylvania
$334K +$313K +5,200 New
CCG
1802
Capital CS Group
California
$332K +$312K +5,180 New
TF
1803
Tompkins Financial
New York
$330K – – –
UF
1804
Univest Financial
Pennsylvania
$330K +$86.6K +1,440 +39%
WFA
1805
WMG Financial Advisors
Tennessee
$329K +$27.1K +450 +10%
MAG
1806
MRA Advisory Group
New Jersey
$329K -$20.5K -340 -6%
CFD
1807
Creative Financial Designs
Indiana
$327K +$25.9K +430 +9%
WP
1808
WealthPLAN Partners
Nebraska
$327K +$16.8K +280 +6%
VAM
1809
Verity Asset Management
North Carolina
$327K +$9.02K +150 +3%
PAM
1810
Peak Asset Management
Colorado
$325K +$304K +5,060 New
CIA
1811
Choate Investment Advisors
Massachusetts
$325K – – –
MPI
1812
Mairs & Power Inc
Minnesota
$324K +$304K +5,050 New
VWM
1813
Venturi Wealth Management
Texas
$323K -$602 -10 -0.2%
AI
1814
Atom Investors
Texas
$322K -$147K -2,450 -33%
PPP
1815
Private Portfolio Partners
New Jersey
$322K -$8.42K -140 -3%
HCM
1816
Howland Capital Management
Massachusetts
$321K +$74K +1,230 +33%
LL
1817
LPWM LLC
Minnesota
$321K – – –
PNAA
1818
Pictet North America Advisors
Switzerland
$321K – – –
SRC
1819
Shufro Rose & Co
New York
$321K – – –
AFP
1820
Ausdal Financial Partners
Iowa
$319K -$21.7K -360 -7%
KOC
1821
Koss-Olinger Consulting
Florida
$319K +$1.8K +30 +0.6%
MIS
1822
Morningstar Investment Services
Illinois
$318K +$303K +5,030 New
KI
1823
Kula Investments
Illinois
$318K +$298K +4,950 New
SIA
1824
SkyView Investment Advisors
New Jersey
$316K +$297K +4,930 New
FC
1825
Fulcrum Capital
Washington
$316K +$296K +4,920 New
71 72
73
74 75