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AVGO

Name Holding Trade Value Shares
Change 		Change in
Stake
SAM
2076
SP Asset Management
California
$3.54M -$8.28K -27 -0.3%
RPSA
2077
Richard P. Slaughter Associates
Texas
$3.5M -$445K -1,452 -12%
LIG
2078
Lokken Investment Group
Delaware
$3.49M +$95.7K +312 +3%
SSA
2079
Sierra Summit Advisors
Nevada
$3.47M +$120K +390 +4%
CWA
2080
Canvas Wealth Advisors
Kansas
$3.47M +$75.8K +247 +2%
NAS
2081
NWF Advisory Services
California
$3.47M +$1.4M +4,555 +76%
CWP
2082
Core Wealth Partners
California
$3.47M +$2.45K +8 +0.1%
ICM
2083
IMS Capital Management
Oregon
$3.46M – – –
BFG
2084
Berger Financial Group
Minnesota
$3.46M +$61.4K +200 +2%
HZ
2085
Hixon Zuercher
Ohio
$3.45M +$470K +1,531 +17%
LWL
2086
Leo Wealth LLC
Texas
$3.44M -$1.63M -5,303 -34%
SMA
2087
Seven Mile Advisory
New Jersey
$3.43M +$637K +2,075 +25%
TAM
2088
Tealwood Asset Management
Minnesota
$3.42M -$1.76M -5,728 -36%
FIB
2089
First Interstate Bank
Montana
$3.41M – – –
BWM
2090
BigSur Wealth Management
Florida
$3.4M +$699K +2,278 +28%
FFC
2091
First Financial Corp
Indiana
$3.39M – – –
CPA
2092
Capital Performance Advisors
California
$3.39M +$206K +670 +7%
PCA
2093
Prosperity Capital Advisors
Ohio
$3.39M -$2.59M -8,440 -45%
EHWM
2094
Eads & Heald Wealth Management
Georgia
$3.38M -$113K -369 -3%
KLCM
2095
KG&L Capital Management
Louisiana
$3.37M +$1.01M +3,298 +48%
HS
2096
HighVista Strategies
Massachusetts
$3.37M -$798K -2,600 -20%
BAM
2097
BOCHK Asset Management
Hong Kong
$3.37M +$2.36M +7,700 +308%
EPIM
2098
Evelyn Partners Investment Management
$3.36M +$2.96M +9,653 +1,771%
AFG
2099
Allegheny Financial Group
Pennsylvania
$3.36M -$27.9K -91 -0.9%
PWM
2100
Prentice Wealth Management
New York
$3.36M -$176K -575 -5%
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84
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