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AVGO

Name Holding Trade Value Shares
Change 		Change in
Stake
WCM
2501
WealthBridge Capital Management
Ohio
$562K -$11.2K -80 -2%
JTWM
2502
Jackson Thornton Wealth Management
Alabama
$562K -$4.2K -30 -0.8%
CP
2503
Capital Planning
Washington
$562K – – –
HA
2504
Harbor Advisors
Florida
$562K – – –
RDWM
2505
Red Door Wealth Management
Tennessee
$559K -$26.6K -190 -5%
CPRC
2506
Consolidated Portfolio Review Corp
New York
$557K -$748K -5,340 -61%
SWM
2507
Stockman Wealth Management
Montana
$557K -$4.2K -30 -0.9%
WLPWM
2508
Walled Lake Planning & Wealth Management
Illinois
$557K – – –
BCMLT
2509
Beacon Capital Management LLC (Tennessee)
Tennessee
$554K +$36.4K +260 +8%
VARA
2510
Value Aligned Research Advisors
New Jersey
$554K +$483K +3,450 New
GA
2511
GSG Advisors
New Jersey
$553K -$11.2K -80 -2%
CF
2512
Clarity Financial
Texas
$552K -$79.9K -570 -14%
CCM
2513
Crew Capital Management
Ohio
$552K -$37.8K -270 -7%
CIM
2514
Contravisory Investment Management
Massachusetts
$549K +$467K +3,330 +3,700%
QPBE
2515
Quintet Private Bank (Europe)
Luxembourg
$545K +$237K +1,690 +142%
JWS
2516
Juncture Wealth Strategies
Arizona
$544K +$475K +3,390 New
IRC
2517
Investors Research Corp
Georgia
$543K – – –
BSSFA
2518
Baron Silver Stevens Financial Advisors
Florida
$542K +$12.6K +90 +3%
NPA
2519
Nichols & Pratt Advisers
Massachusetts
$541K -$70.1K -500 -13%
HL
2520
HeadInvest LLC
Maine
$541K +$16.8K +120 +4%
WCFA
2521
Walkner Condon Financial Advisors
Wisconsin
$541K +$11.2K +80 +2%
VCM
2522
Vivaldi Capital Management
Illinois
$539K +$65.9K +470 +16%
BFC
2523
Bedel Financial Consulting
Indiana
$534K +$26.6K +190 +6%
PCG
2524
PFC Capital Group
California
$534K +$467K +3,330 New
AWAP
2525
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$531K +$12.6K +90 +3%
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101
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