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AVGO

Name Holding Trade Value Shares
Change 		Change in
Stake
OLVIG
1951
Oliver Lagore Vanvalin Investment Group
Michigan
$13K – – –
CBT
1952
CoreFirst Bank & Trust
Kansas
$13K +$14.8K +290 New
IWP
1953
IAG Wealth Partners
Wisconsin
$12K -$2.55K -50 -16%
BWA
1954
BDO Wealth Advisors
Florida
$12K – – –
GTAM
1955
Global Trust Asset Management
Florida
$12K +$14.3K +280 New
SIC
1956
SJS Investment Consulting
Ohio
$11K +$12.8K +250 New
ACM
1957
AUA Capital Management
Pennsylvania
$10K – – –
RA
1958
Rise Advisors
New York
$10K – – –
FA
1959
Financial Avengers
California
$9K – – –
KC
1960
Kenfarb & Co
Kentucky
$9K – – –
CSPAM
1961
Cary Street Partners Asset Management
Virginia
$9K +$10.2K +200 New
PP
1962
PrairieView Partners
Minnesota
$9K +$10.2K +200 New
KFS
1963
Kelly Financial Services
Massachusetts
$8.19K – – –
TIM
1964
Tortoise Investment Management
New York
$8K -$511 -10 -6%
MBFW
1965
Morton Brown Family Wealth
Pennsylvania
$8K – – –
MDCM
1966
Morgan Dempsey Capital Management
Wisconsin
$8K +$9.71K +190 New
CWM
1967
Cranbrook Wealth Management
Michigan
$7K – – –
OCM
1968
Osterweis Capital Management
California
$7K +$7.66K +150 New
BC
1969
Barrett & Company
Rhode Island
$6.15K +$5.62K +110 New
HF
1970
Halpern Financial
Virginia
$5.77K +$6.64K +130 New
PCFFS
1971
Pacific Center for Financial Services
California
$5K -$511 -10 -8%
WAM
1972
Worth Asset Management
Texas
$5K – – –
YAL
1973
Your Advocates Ltd
Texas
$5K – – –
SAM
1974
Strategic Asset Management
Minnesota
$5K +$3.58K +70 +70%
BIM
1975
Baldwin Investment Management
Pennsylvania
$4.26K -$118K -2,310 -2%
77 78
79
80 81