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AVGO

Name Holding Trade Value Shares
Change 		Change in
Stake
HA
1951
Hofer & Associates
California
$223K – – –
ACP
1952
Aveo Capital Partners
Colorado
$223K +$209K +3,470 New
JSAM
1953
J. Safra Asset Management
New York
$221K – – –
BAM
1954
Byrne Asset Management
New Jersey
$221K -$77K -1,280 -27%
CWA
1955
Clarity Wealth Advisors
California
$221K +$207K +3,440 New
DP
1956
Dearborn Partners
Illinois
$219K +$206K +3,420 New
CCA
1957
Cottonwood Capital Advisors
Utah
$218K -$30.7K -510 -13%
MTIC
1958
Missouri Trust & Investment Company
Missouri
$218K -$10.8K -180 -5%
IC
1959
Inscription Capital
Texas
$218K +$205K +3,400 New
ST
1960
Sabal Trust
Florida
$218K +$205K +3,400 New
KCFA
1961
Key Client Fiduciary Advisors
New Jersey
$218K -$48.1K -800 -19%
JIC
1962
Joel Isaacson & Co
New York
$217K +$203K +3,380 New
AMM
1963
American Money Management
California
$217K +$203K +3,380 New
HA
1964
Herold Advisors
New York
$216K +$203K +3,370 New
MIG
1965
McGuire Investment Group
Rhode Island
$216K +$202K +3,360 New
DWM
1966
Darwin Wealth Management
Florida
$215K -$26.5K -440 -11%
PWM
1967
PRW Wealth Management
Massachusetts
$214K -$13.2K -220 -6%
WIA
1968
World Investment Advisors
California
$214K +$200K +3,330 New
AWM
1969
Atticus Wealth Management
Florida
$213K -$90.8K -1,510 -31%
PCWA
1970
Pacific Capital Wealth Advisors
California
$213K +$200K +3,320 New
BIP
1971
Blue Investment Partners
California
$212K +$199K +3,310 New
DFCM
1972
Dark Forest Capital Management
Puerto Rico
$212K +$199K +3,310 New
GSIS
1973
Global Strategic Investment Solutions
Arizona
$212K +$199K +3,310 New
MAA
1974
Mraz Amerine & Associates
California
$212K +$199K +3,300 New
PFA
1975
Pure Financial Advisors
California
$212K +$199K +3,300 New
77 78
79
80 81