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AVGO

Name Holding Trade Value Shares
Change 		Change in
Stake
FA
1951
Faithward Advisors
Pennsylvania
$397K -$17.3K -200 -5%
HCM
1952
Howland Capital Management
Massachusetts
$395K -$21.7K -250 -5%
RFA
1953
Resurgent Financial Advisors
Georgia
$393K +$13.9K +160 +4%
KAS
1954
KPP Advisory Services
Kentucky
$390K +$407K +4,700 New
AWM
1955
Affinity Wealth Management
Delaware
$390K – – –
CWA
1956
Consilium Wealth Advisory
Texas
$390K +$42.5K +490 +12%
KOC
1957
Koss-Olinger Consulting
Florida
$389K – – –
OIM
1958
Oder Investment Management
California
$388K +$867 +10 +0.2%
FSA
1959
Financial Sense Advisors
California
$388K – – –
NAS
1960
Nicolet Advisory Services
Wisconsin
$387K +$45.1K +520 +12%
UCB
1961
United Community Bank
South Carolina
$386K -$165K -1,900 -29%
PPP
1962
Private Portfolio Partners
New Jersey
$385K -$28.6K -330 -7%
SWM
1963
Seed Wealth Management
Illinois
$385K – – –
V
1964
VeraBank
Texas
$384K – – –
PA
1965
PFW Advisors
Georgia
$381K – – –
WMS
1966
Wealth Management Solutions
Pennsylvania
$380K – – –
AAMC
1967
Asset Allocation & Management Company
Illinois
$380K – – –
PAM
1968
Peak Asset Management
Colorado
$379K -$43.3K -500 -10%
SAM
1969
Selway Asset Management
$378K – – –
VAM
1970
Verity Asset Management
North Carolina
$377K -$26K -300 -6%
GFG
1971
Goldstone Financial Group
Illinois
$377K -$31.2K -360 -7%
BC
1972
Belmont Capital
California
$374K +$356K +4,110 +1,028%
OPOWM
1973
One Plus One Wealth Management
Florida
$374K -$27.7K -320 -7%
VFPI
1974
Vantage Financial Partners (Illinois)
Illinois
$370K -$17.3K -200 -4%
SIA
1975
Soltis Investment Advisors
Utah
$368K -$2.73M -31,550 -88%
77 78
79
80 81