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AVGO

Name Holding Trade Value Shares
Change 		Change in
Stake
FMWA
1951
Forvis Mazars Wealth Advisors
Missouri
$756K +$48.3K +510 +8%
FTA
1952
Financial & Tax Architects
Missouri
$756K -$210K -2,220 -25%
VEA
1953
Virtus ETF Advisers
New York
$755K -$149K -1,570 -19%
TPW
1954
Transatlantique Private Wealth
New York
$753K – – –
KA
1955
KLCM Advisors
Wisconsin
$753K +$639K +6,750 New
APA
1956
Astoria Portfolio Advisors
New York
$750K -$458K -4,840 -44%
CDH
1957
Charles D. Hyman
$750K +$383K +4,040 +151%
NB
1958
Northwest Bancshares
Pennsylvania
$749K -$125K -1,320 -16%
TIA
1959
Tiemann Investment Advisors
California
$749K +$22.7K +240 +4%
WE
1960
Wealth Effects
Massachusetts
$745K +$96.6K +1,020 +18%
MCC
1961
Malaga Cove Capital
California
$743K – – –
MIM
1962
Morningstar Investment Management
Illinois
$743K -$144K -1,520 -19%
CA
1963
Cornerstone Advisory
Maryland
$741K -$99.4K -1,050 -14%
LOIP
1964
Live Oak Investment Partners
Texas
$734K – – –
ACM
1965
AlphaStar Capital Management
North Carolina
$733K -$80.5K -850 -11%
PEA
1966
Park Edge Advisors
Ohio
$733K +$622K +6,570 New
AFG
1967
Allegheny Financial Group
Pennsylvania
$731K +$160K +1,690 +35%
VAG
1968
VisionPoint Advisory Group
Texas
$730K -$138K -1,460 -18%
SIM
1969
SSI Investment Management
California
$730K -$947 -10 -0.2%
ACM
1970
Argyle Capital Management
Pennsylvania
$730K +$619K +6,540 New
HGERS
1971
Householder Group Estate & Retirement Specialist
Arizona
$730K +$92.8K +980 +18%
FWM
1972
Fairhaven Wealth Management
Illinois
$729K – – –
CCG
1973
Catalina Capital Group
California
$723K +$613K +6,470 New
SRC
1974
Sage Rhino Capital
California
$722K -$6.63K -70 -1%
ACG
1975
Allen Capital Group
Nebraska
$722K -$1.7M -17,970 -74%
77 78
79
80 81