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AVGO

Name Holding Trade Value Shares
Change 		Change in
Stake
4WM
2451
49 Wealth Management
Texas
$609K +$179K +1,280 +53%
SGK
2452
Steigerwald Gordon & Koch
Virginia
$608K +$108K +770 +26%
MIM
2453
Morningstar Investment Management
Illinois
$605K -$405K -2,890 -43%
HIC
2454
Hartline Investment Corp
Illinois
$602K -$1.25M -8,940 -70%
ECM
2455
Elgethun Capital Management
South Dakota
$602K – – –
SIG
2456
Sargent Investment Group
Maryland
$602K +$32.2K +230 +7%
WWS
2457
Wellington Wealth Strategies
Indiana
$602K +$526K +3,750 New
RC
2458
Rovin Capital
Arizona
$600K -$7.01K -50 -1%
SLWA
2459
San Luis Wealth Advisors
California
$600K +$92.5K +660 +21%
DIA
2460
Dean Investment Associates
Ohio
$599K – – –
FS
2461
Financial Symmetry
North Carolina
$599K +$523K +3,730 New
KBFS
2462
Kohmann Bosshard Financial Services
Ohio
$599K – – –
DFA
2463
DHJJ Financial Advisors
Illinois
$597K -$4.2K -30 -0.8%
APW
2464
Aurora Private Wealth
New Jersey
$596K -$412K -2,940 -44%
LWM
2465
LJI Wealth Management
Indiana
$596K +$9.81K +70 +2%
WA
2466
Wambolt & Associates
Colorado
$596K +$14K +100 +3%
JA
2467
JLB & Associates
Michigan
$594K +$519K +3,700 New
NC
2468
NovaPoint Capital
Georgia
$592K +$22.4K +160 +5%
MTIC
2469
Missouri Trust & Investment Company
Missouri
$591K -$64.5K -460 -11%
FWM
2470
Finer Wealth Management
Massachusetts
$591K – – –
FZCM
2471
Flynn Zito Capital Management
New York
$590K – – –
WDG
2472
Wealth Dimensions Group
Ohio
$589K +$58.9K +420 +13%
SIC
2473
Sigma Investment Counselors
Michigan
$588K – – –
OHWA
2474
Oak Hill Wealth Advisors
Virginia
$588K +$513K +3,660 New
FFA
2475
Florida Financial Advisors
Florida
$587K +$161K +1,150 +42%
97 98
99
100 101