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AVGO

Name Holding Trade Value Shares
Change 		Change in
Stake
DTC
2076
Davidson Trust Company
Washington
$604K -$42.6K -450 -8%
WP
2077
WealthPLAN Partners
Nebraska
$603K +$16.1K +170 +3%
OWA
2078
Outlook Wealth Advisors
Texas
$601K +$40.7K +430 +9%
KFP
2079
KMG Fiduciary Partners
Ohio
$600K +$12.3K +130 +2%
FEM
2080
Fulcrum Equity Management
Texas
$596K +$23.7K +250 +5%
MSA
2081
Marino Stram & Associates
Massachusetts
$595K +$50.2K +530 +11%
WA
2082
Waddell & Associates
Tennessee
$595K +$41.7K +440 +9%
KFGK
2083
Keystone Financial Group (Kentucky)
Kentucky
$593K -$100K -1,060 -17%
SPWG
2084
Sage Private Wealth Group
Illinois
$590K -$12.3K -130 -2%
PFA
2085
Pure Financial Advisors
California
$586K +$189K +2,000 +62%
BMCM
2086
Bryn Mawr Capital Management
Pennsylvania
$585K -$153K -1,620 -24%
EFL
2087
ERn Financial LLC
Wisconsin
$585K +$243K +2,570 +101%
SGCA
2088
Steel Grove Capital Advisors
Tennessee
$584K -$42.6K -450 -8%
CG
2089
Corundum Group
Colorado
$584K – – –
KIC
2090
Kensington Investment Counsel
California
$584K – – –
TPWA
2091
TRUE Private Wealth Advisors
Oregon
$584K +$2.84K +30 +0.6%
DIP
2092
DT Investment Partners
Pennsylvania
$582K +$102K +1,080 +29%
TRIA
2093
Trail Ridge Investment Advisors
Colorado
$578K -$11.4K -120 -2%
FPAS
2094
Focus Partners Advisor Solutions
Missouri
$576K +$194K +2,050 +66%
FP
2095
Foundry Partners
Minnesota
$575K – – –
UF
2096
Univest Financial
Pennsylvania
$574K – – –
TWM
2097
Thrive Wealth Management
Pennsylvania
$573K -$37.9K -400 -7%
DL
2098
DOHJ LLC
Washington
$572K +$485K +5,120 New
V
2099
VeraBank
Texas
$570K +$46.4K +490 +11%
CAL
2100
Capital Advisors Ltd
Ohio
$569K – – –
82 83
84
85 86