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AVGO

Name Holding Trade Value Shares
Change 		Change in
Stake
FSA
1876
Financial Sense Advisors
California
$405K – – –
OIM
1877
Oder Investment Management
California
$405K – – –
AFG
1878
Allegheny Financial Group
Pennsylvania
$405K – – –
VFPI
1879
Vantage Financial Partners (Illinois)
Illinois
$403K -$1.3M -18,200 -80%
SWM
1880
Seed Wealth Management
Illinois
$402K – – –
V
1881
VeraBank
Texas
$401K +$14.3K +200 +5%
FANJ
1882
Financial Architects (New Jersey)
New Jersey
$401K +$7.13K +100 +2%
FNBOO
1883
First National Bank of Omaha
Nebraska
$399K -$48.5K -680 -13%
MSA
1884
Marino Stram & Associates
Massachusetts
$399K +$4.99K +70 +2%
KWM
1885
Kolinsky Wealth Management
New Jersey
$398K +$20.7K +290 +7%
WMS
1886
Wealth Management Solutions
Pennsylvania
$397K -$152K -2,130 -32%
MCA
1887
MSH Capital Advisors
Arizona
$396K +$70.6K +990 +28%
FRA
1888
Frank Rimerman Advisors
California
$396K -$106K -1,490 -25%
RFA
1889
Resurgent Financial Advisors
Georgia
$396K -$8.56K -120 -3%
AAMC
1890
Asset Allocation & Management Company
Illinois
$396K -$991K -13,900 -75%
FC
1891
Fulcrum Capital
Washington
$396K -$25.7K -360 -7%
SAM
1892
Selway Asset Management
$395K -$3.05M -42,750 -90%
WIA
1893
World Investment Advisors
California
$394K +$86.3K +1,210 +36%
SP
1894
Saranac Partners
$392K -$188K -2,630 -37%
LNWTC
1895
Laird Norton Wetherby Trust Company
Washington
$392K – – –
RWA
1896
Redhawk Wealth Advisors
Minnesota
$391K -$154K -2,160 -32%
T
1897
TNF
Montana
$390K – – –
CAC
1898
Core Alternative Capital
Georgia
$389K -$148K -2,080 -32%
IPW
1899
Intergy Private Wealth
Colorado
$388K -$15K -210 -4%
SAM
1900
Secure Asset Management
Michigan
$387K -$7.84K -110 -2%
74 75
76
77 78