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AVGO

Name Holding Trade Value Shares
Change 		Change in
Stake
PMA
1976
Prudent Man Advisors
Illinois
$1.98M -$203K -960 -8%
RPSA
1977
Richard P. Slaughter Associates
Texas
$1.98M +$96.9K +458 +4%
PP
1978
Patron Partners
Texas
$1.98M -$55.9K -264 -2%
ICM
1979
IMS Capital Management
Oregon
$1.97M +$1.02M +4,836 +70%
DWM
1980
Defined Wealth Management
Oregon
$1.97M -$202K -955 -8%
CP
1981
Clarendon Private
Massachusetts
$1.97M -$48.3K -228 -2%
LCM
1982
Lazari Capital Management
California
$1.96M +$10.6K +50 +0.4%
SIM
1983
Sentry Investment Management
Wisconsin
$1.96M -$942K -4,451 -26%
ILI
1984
Invesco LLC (Illinois)
Illinois
$1.96M +$2.48M +11,709 New
SFM
1985
Sphera Funds Management
Israel
$1.96M -$1.1M -5,185 -31%
NL
1986
Navalign LLC
California
$1.96M -$74.9K -354 -3%
SF
1987
Symphony Financial
Texas
$1.96M -$7.42M -35,043 -75%
EA
1988
Emerald Advisers
Pennsylvania
$1.95M -$163K -770 -6%
FW
1989
FullCircle Wealth
Texas
$1.95M +$23.1K +109 +1%
GBT
1990
Grove Bank & Trust
Florida
$1.95M +$9.95K +47 +0.4%
PIA
1991
Prakash Investment Advisors
Massachusetts
$1.95M +$254K +1,200 +12%
PNC
1992
Park National Corp
Ohio
$1.94M -$66K -312 -3%
MWPCG
1993
Measured Wealth Private Client Group
New Hampshire
$1.94M -$322K -1,522 -12%
DF
1994
Donoghue Forlines
Massachusetts
$1.94M +$2.45M +11,592 New
WWG
1995
West Wealth Group
California
$1.94M +$58.4K +276 +2%
AMG
1996
Advisors Management Group
Wisconsin
$1.93M +$1.36M +6,417 +125%
GCA
1997
Genesee Capital Advisors
New York
$1.93M +$37.9K +179 +2%
CSPIA
1998
Cary Street Partners Investment Advisory
Virginia
$1.93M -$635 -3 -0%
CA
1999
Continuum Advisory
Idaho
$1.93M +$121K +571 +5%
SCP
2000
Sivia Capital Partners
California
$1.93M +$412K +1,949 +20%
78 79
80
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