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AVGO

Name Holding Trade Value Shares
Change 		Change in
Stake
BHA
1976
Beech Hill Advisors
New York
$4.6M -$475K -1,444 -9%
CW
1977
CrossGen Wealth
North Carolina
$4.6M -$87.9K -267 -2%
GWM
1978
GDS Wealth Management
Texas
$4.59M +$1.36M +4,146 +39%
GIM
1979
Groesbeck Investment Management
New Jersey
$4.59M -$49.4K -150 -1%
MW
1980
Maia Wealth
Colorado
$4.59M +$916K +2,785 +23%
HWMC
1981
Heritage Wealth Management (California)
California
$4.59M -$5.92K -18 -0.1%
VEM
1982
Vann Equity Management
Texas
$4.59M +$4.87M +14,814 New
RAM
1983
Robocap Asset Management
United Kingdom
$4.57M +$633K +1,925 +15%
LCC
1984
Lincoln Capital Corp
Rhode Island
$4.57M -$461K -1,401 -9%
FFO
1985
Fiduciary Family Office
Florida
$4.57M +$599K +1,820 +14%
RWA
1986
Redhawk Wealth Advisors
Minnesota
$4.56M +$1.13M +3,449 +31%
RFL
1987
RD Finance Ltd
Cyprus
$4.56M +$4.85M +14,725 New
LS
1988
Leelyn Smith
Illinois
$4.56M +$367K +1,116 +8%
MCWA
1989
Meadow Creek Wealth Advisors
Georgia
$4.56M -$339K -1,031 -7%
CWWM
1990
Clear Wave Wealth Management
New Jersey
$4.56M +$4.84M +14,719 New
LCG
1991
Lynx Capital Group
Ohio
$4.55M -$88.5K -269 -2%
ITFISA
1992
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
$4.55M -$472K -1,433 -9%
CGFA
1993
Colton Groome Financial Advisors
North Carolina
$4.55M -$892K -2,710 -16%
FMTC
1994
Farmers & Merchants Trust Company
California
$4.53M -$44.1K -134 -0.9%
WWM
1995
Waterway Wealth Management
Texas
$4.53M -$236K -718 -5%
HDIM
1996
Hanson & Doremus Investment Management
Vermont
$4.52M +$7.9K +24 +0.2%
LFP
1997
Leeward Financial Partners
Washington
$4.52M +$173K +527 +4%
QFW
1998
QTR Family Wealth
Florida
$4.52M +$527K +1,603 +16%
CPA
1999
Capital Performance Advisors
California
$4.52M +$336K +1,020 +8%
RBWA
2000
RFG - Bristol Wealth Advisors
Massachusetts
$4.49M -$156K -473 -3%
78 79
80
81 82