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AVGO

Name Holding Trade Value Shares
Change 		Change in
Stake
BA
2076
Bellwether Advisors
Nebraska
$19K – – –
SWA
2077
SOA Wealth Advisors
New York
$18.5K – – –
QL
2078
Quarry LP
New York
$17.9K +$16K +320 New
WWP
2079
WR Wealth Planners
Missouri
$17.7K – – –
CBT
2080
CoreFirst Bank & Trust
Kansas
$17.3K +$1K +20 +7%
CPFP
2081
Clear Perspectives Financial Planning
Ohio
$17.3K +$15.5K +310 New
LWA
2082
Lowe Wealth Advisors
Maryland
$17.2K – – –
MUMSS
2083
Mitsubishi UFJ Morgan Stanley Securities
Japan
$17K – – –
TF
2084
TimeScale Financial
Massachusetts
$17K – – –
OLVIG
2085
Oliver Lagore Vanvalin Investment Group
Michigan
$16.2K – – –
TC
2086
Trust Company
Kansas
$16K +$9.03K +180 +180%
FCG
2087
Financial Connections Group
California
$16K +$15K +300 New
SIC
2088
SJS Investment Consulting
Ohio
$15.1K +$1K +20 +8%
LFA
2089
Legend Financial Advisors
Pennsylvania
$14K +$9.03K +180 +257%
RWM
2090
Ruedi Wealth Management
Illinois
$14K +$12.5K +250 New
CP
2091
Castleview Partners
Texas
$13.6K +$10K +200 +500%
DI
2092
Disciplined Investments
Oklahoma
$13.4K -$19.6K -390 -62%
CCMI
2093
Creative Capital Management Investments
California
$13K +$11.5K +230 New
RA
2094
Rise Advisors
New York
$12.8K – – –
ACM
2095
AUA Capital Management
Pennsylvania
$12.3K – – –
TIM
2096
Tortoise Investment Management
New York
$12.3K +$2.51K +50 +29%
DCP
2097
Distillate Capital Partners
Illinois
$11.7K -$12.7M -253,380 -100%
KC
2098
Kenfarb & Co
Kentucky
$11.7K – – –
SC
2099
Stephens Consulting
Michigan
$11.2K -$14.5K -290 -59%
CSPAM
2100
Cary Street Partners Asset Management
Virginia
$11.2K – – –
82 83
84
85 86