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AVGO

Name Holding Trade Value Shares
Change 		Change in
Stake
AWM
1951
Abound Wealth Management
Tennessee
$15.6K +$17.9K +350 New
JMF
1952
Johnson Midwest Financial
Iowa
$15K +$511 +10 +3%
BA
1953
Bellwether Advisors
Nebraska
$15K +$12.8K +250 +278%
WWP
1954
WR Wealth Planners
Missouri
$14.1K – – –
SWA
1955
SOA Wealth Advisors
New York
$14K – – –
LWA
1956
Lowe Wealth Advisors
Maryland
$14K +$511 +10 +3%
MUMSS
1957
Mitsubishi UFJ Morgan Stanley Securities
Japan
$13K – – –
OLVIG
1958
Oliver Lagore Vanvalin Investment Group
Michigan
$13K – – –
CBT
1959
CoreFirst Bank & Trust
Kansas
$13K +$14.8K +290 New
IWP
1960
IAG Wealth Partners
Wisconsin
$12K -$2.55K -50 -16%
BWA
1961
BDO Wealth Advisors
Florida
$12K – – –
GTAM
1962
Global Trust Asset Management
Florida
$12K +$14.3K +280 New
SIC
1963
SJS Investment Consulting
Ohio
$11K +$12.8K +250 New
ACM
1964
AUA Capital Management
Pennsylvania
$10K – – –
RA
1965
Rise Advisors
New York
$10K – – –
FA
1966
Financial Avengers
California
$9K – – –
KC
1967
Kenfarb & Co
Kentucky
$9K – – –
CSPAM
1968
Cary Street Partners Asset Management
Virginia
$9K +$10.2K +200 New
PP
1969
PrairieView Partners
Minnesota
$9K +$10.2K +200 New
KFS
1970
Kelly Financial Services
Massachusetts
$8.19K – – –
TIM
1971
Tortoise Investment Management
New York
$8K -$511 -10 -6%
MBFW
1972
Morton Brown Family Wealth
Pennsylvania
$8K – – –
MDCM
1973
Morgan Dempsey Capital Management
Wisconsin
$8K +$9.71K +190 New
CWM
1974
Cranbrook Wealth Management
Michigan
$7K – – –
OCM
1975
Osterweis Capital Management
California
$7K +$7.66K +150 New
77 78
79
80 81