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AVGO

Name Holding Trade Value Shares
Change 		Change in
Stake
JSAM
1951
J. Safra Asset Management
New York
$221K – – –
BAM
1952
Byrne Asset Management
New Jersey
$221K -$77K -1,280 -27%
CWA
1953
Clarity Wealth Advisors
California
$221K +$207K +3,440 New
DP
1954
Dearborn Partners
Illinois
$219K +$206K +3,420 New
CCA
1955
Cottonwood Capital Advisors
Utah
$218K -$30.7K -510 -13%
MTIC
1956
Missouri Trust & Investment Company
Missouri
$218K -$10.8K -180 -5%
IC
1957
Inscription Capital
Texas
$218K +$205K +3,400 New
ST
1958
Sabal Trust
Florida
$218K +$205K +3,400 New
KCFA
1959
Key Client Fiduciary Advisors
New Jersey
$218K -$48.1K -800 -19%
JIC
1960
Joel Isaacson & Co
New York
$217K +$203K +3,380 New
AMM
1961
American Money Management
California
$217K +$203K +3,380 New
HA
1962
Herold Advisors
New York
$216K +$203K +3,370 New
MIG
1963
McGuire Investment Group
Rhode Island
$216K +$202K +3,360 New
DWM
1964
Darwin Wealth Management
Florida
$215K -$26.5K -440 -11%
PWM
1965
PRW Wealth Management
Massachusetts
$214K -$13.2K -220 -6%
WIA
1966
World Investment Advisors
California
$214K +$200K +3,330 New
AWM
1967
Atticus Wealth Management
Florida
$213K -$90.8K -1,510 -31%
PCWA
1968
Pacific Capital Wealth Advisors
California
$213K +$200K +3,320 New
BIP
1969
Blue Investment Partners
California
$212K +$199K +3,310 New
DFCM
1970
Dark Forest Capital Management
Puerto Rico
$212K +$199K +3,310 New
GSIS
1971
Global Strategic Investment Solutions
Arizona
$212K +$199K +3,310 New
MAA
1972
Mraz Amerine & Associates
California
$212K +$199K +3,300 New
PFA
1973
Pure Financial Advisors
California
$212K +$199K +3,300 New
PI
1974
Parkside Investments
Illinois
$212K -$90.2K -1,500 -31%
FFA
1975
Fi3 Financial Advisors
Indiana
$211K +$197K +3,280 New
77 78
79
80 81