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AVGO

Name Holding Trade Value Shares
Change 		Change in
Stake
BBA
1976
Braun-Bostich & Associates
Pennsylvania
$1.03M -$74.3K -600 -7%
SR
1977
Syntax Research
Florida
$1.03M -$75.6K -610 -7%
MFG
1978
Mosaic Financial Group
Illinois
$1.03M +$959K +7,740 New
ACA
1979
Atlas Capital Advisors
Wyoming
$1.02M -$68.1K -550 -7%
FTA
1980
Financial & Tax Architects
Missouri
$1.02M +$115K +930 +14%
WCA
1981
Waypoint Capital Advisors
Minnesota
$1.02M +$58.2K +470 +7%
BWM
1982
Bulltick Wealth Management
Florida
$1.02M +$952K +7,680 New
SBF
1983
Sara-Bay Financial
Florida
$1.02M -$1.24K -10 -0.1%
CM
1984
Columbus Macro
Pennsylvania
$1.02M -$285K -2,300 -23%
RIM
1985
Redwood Investment Management
Arizona
$1.01M +$948K +7,650 New
PWA
1986
Prairie Wealth Advisors
Nebraska
$1.01M +$945K +7,630 New
BO
1987
Bank OZK
Arkansas
$1.01M +$24.8K +200 +3%
AF
1988
Apexium Financial
Texas
$1.01M -$221K -1,780 -19%
FA
1989
Fermata Advisors
California
$1M +$468K +3,780 +99%
SMC
1990
Smith, Moore & Co
Missouri
$1M -$115K -930 -11%
UF
1991
Univest Financial
Pennsylvania
$1M +$301K +2,430 +47%
CG
1992
Carlyle Group
District of Columbia
$1M +$935K +7,550 New
S
1993
SimplyRich
California
$997K – – –
AFC
1994
AFT Forsyth & Company
Florida
$997K -$12.4K -100 -1%
YDMI
1995
Y.D. More Investments
Israel
$997K +$895K +7,220 +2,407%
HFP
1996
Holistic Financial Partners
Indiana
$995K +$26K +210 +3%
OCG
1997
Opus Capital Group
Ohio
$995K -$176K -1,420 -16%
ICA
1998
Infrastructure Capital Advisors
New York
$994K +$929K +7,500 New
JCM
1999
Jacobsen Capital Management
Utah
$989K +$11.2K +90 +1%
CWM
2000
Cahaba Wealth Management
Georgia
$985K -$1.24K -10 -0.1%
78 79
80
81 82