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AVGO

Name Holding Trade Value Shares
Change 		Change in
Stake
VWM
2401
VCI Wealth Management
Missouri
$316K +$268K +2,830 New
WCG
2402
Weaver Consulting Group
California
$316K -$59.7K -630 -18%
OCPWS
2403
One Charles Private Wealth Services
Massachusetts
$316K +$5.68K +60 +2%
BLC
2404
Brown, Lisle/Cummings
Rhode Island
$316K +$43.6K +460 +19%
HWA
2405
HCR Wealth Advisors
California
$315K +$267K +2,820 New
AP
2406
Adero Partners
California
$315K -$132K -1,390 -33%
MKC
2407
M. Kraus & Co
Vermont
$315K – – –
HAC
2408
Harbor Advisory Corp
New Hampshire
$314K – – –
A
2409
AJOVista
Massachusetts
$314K +$266K +2,810 New
JFL
2410
Jarislowsky, Fraser Ltd
Quebec, Canada
$313K +$265K +2,800 New
PHIC
2411
Pine Haven Investment Counsel
Massachusetts
$311K – – –
WN
2412
Williams & Novak
California
$311K +$264K +2,790 New
EIA
2413
Eldridge Investment Advisors
New Hampshire
$311K +$36K +380 +16%
PGF
2414
Plan Group Financial
Oklahoma
$310K +$26.5K +280 +11%
MCA
2415
MSH Capital Advisors
Arizona
$309K -$152K -1,610 -37%
JSAM
2416
J. Safra Asset Management
New York
$308K -$65.3K -690 -20%
GHA
2417
Granite Harbor Advisors
Texas
$307K +$260K +2,750 New
1WM
2418
1858 Wealth Management
Ohio
$305K +$258K +2,730 New
PWM
2419
Prosperity Wealth Management
California
$305K +$258K +2,730 New
PTP
2420
Platform Technology Partners
New York
$304K +$227K +2,400 New
AIM
2421
Acropolis Investment Management
Missouri
$304K -$79.5K -840 -24%
MSCM
2422
McElhenny Sheffield Capital Management
Texas
$303K – – –
IFU
2423
iSAM Funds (UK)
United Kingdom
$303K +$257K +2,710 New
SGI
2424
Summit Global Investments
Utah
$302K +$256K +2,700 New
RJTCONH
2425
Raymond James Trust Company of New Hampshire
New Hampshire
$300K +$255K +2,690 New
95 96
97
98 99