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AVGO

Name Holding Trade Value Shares
Change 		Change in
Stake
NPT
1951
Nixon Peabody Trust
Massachusetts
$342K – – –
WDG
1952
Wealth Dimensions Group
Ohio
$342K +$713 +10 +0.3%
PPG
1953
Peak Planning Group
Colorado
$342K +$713 +10 +0.3%
HFG
1954
Heron Financial Group
New York
$341K -$7.13K -100 -2%
IF
1955
Insight Folios
North Carolina
$341K -$165K -2,310 -37%
WP
1956
WealthPLAN Partners
Nebraska
$338K -$84.9K -1,190 -23%
C
1957
Covestor
United Kingdom
$338K -$6.42K -90 -2%
GGHC
1958
Gilder Gagnon Howe & Co
New York
$337K +$277K +3,890 New
DFA
1959
DHJJ Financial Advisors
Illinois
$335K -$9.98K -140 -4%
FWA
1960
FOCUS Wealth Advisors
Texas
$335K – – –
GCM
1961
Gallacher Capital Management
Colorado
$334K -$533K -7,480 -66%
PFA
1962
Peak Financial Advisors
Colorado
$331K +$6.42K +90 +2%
HFM
1963
Hartford Funds Management
Pennsylvania
$330K +$41.4K +580 +18%
CWM
1964
Circle Wealth Management
New Jersey
$330K +$713 +10 +0.3%
AP
1965
Atwood & Palmer
Missouri
$330K +$61.3K +860 +29%
MIA
1966
MainStreet Investment Advisors
Illinois
$330K -$4.99K -70 -2%
OFS
1967
OneAscent Financial Services
Alabama
$329K +$39.2K +550 +17%
MIG
1968
McGuire Investment Group
Rhode Island
$329K +$30.7K +430 +13%
RC
1969
Rovin Capital
Arizona
$328K +$4.99K +70 +2%
AWM
1970
Angeles Wealth Management
California
$328K +$270K +3,780 New
PPWM
1971
Paragon Private Wealth Management
Kentucky
$327K +$5.71K +80 +2%
ACP
1972
Aveo Capital Partners
Colorado
$326K +$20.7K +290 +8%
SAF
1973
Smith Anglin Financial
Texas
$326K +$1.43K +20 +0.5%
KCFA
1974
Key Client Fiduciary Advisors
New Jersey
$326K +$25K +350 +10%
LAM
1975
Lifestyle Asset Management
Texas
$325K -$40.7K -570 -13%
77 78
79
80 81