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AVGO

Name Holding Trade Value Shares
Change 		Change in
Stake
MW
1976
MBL Wealth
North Carolina
$5.63M -$1.05M -2,627 -15%
WSA
1977
Wealth Science Advisors
Georgia
$5.62M +$941K +2,348 +19%
OA
1978
Operose Advisors
Wisconsin
$5.6M -$283K -705 -5%
SCM
1979
Sirios Capital Management
Massachusetts
$5.6M -$4.81M -12,005 -45%
WFA
1980
Wellspring Financial Advisors
Ohio
$5.59M -$25.3K -63 -0.4%
DMBA
1981
Deseret Mutual Benefit Administrators
Utah
$5.57M -$1.86M -4,631 -24%
FWA
1982
FSM Wealth Advisors
Ohio
$5.57M +$536K +1,337 +10%
LS
1983
Leelyn Smith
Illinois
$5.56M +$401 +1 +0%
SAM
1984
Sagewood Asset Management
New York
$5.55M +$1,000K +2,494 +20%
LFS
1985
Lighthouse Financial Services
California
$5.54M -$80.2K -200 -1%
LCC
1986
Lincoln Capital Corp
Rhode Island
$5.54M -$50.1K -125 -0.8%
MGIA
1987
Matthew Goff Investment Advisor
Texas
$5.54M -$590K -1,472 -9%
MCA
1988
Magnolia Capital Advisors
Mississippi
$5.53M +$339K +845 +6%
SP
1989
Sherman Porfolios
Idaho
$5.53M -$83K -207 -1%
FCMA
1990
Foresight Capital Management Advisors
Michigan
$5.52M -$154K -384 -3%
CBT
1991
Central Bank & Trust
Kentucky
$5.51M +$47.3K +118 +0.8%
GAFA
1992
Garton & Associates Financial Advisors
Kentucky
$5.49M +$58.9K +147 +1%
EFM
1993
Eley Financial Management
Vermont
$5.49M -$1.55M -3,876 -21%
WFI
1994
West Family Investments
California
$5.48M +$1.01M +2,521 +21%
AHC
1995
Anderson Hoagland & Co
Missouri
$5.48M -$420K -1,047 -7%
AF
1996
Advisornet Financial
Minnesota
$5.48M +$420K +1,047 +8%
GIM
1997
Groesbeck Investment Management
New Jersey
$5.46M -$150K -375 -3%
ML
1998
Maniro Ltd
$5.46M +$5.79M +14,446 New
CW
1999
CrossGen Wealth
North Carolina
$5.46M -$164K -409 -3%
KA
2000
Klingman & Associates
New York
$5.45M +$210K +523 +4%
78 79
80
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