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AVGO

Name Holding Trade Value Shares
Change 		Change in
Stake
RCWM
2551
Royal Capital Wealth Management
Indiana
$350K – – –
AFP
2552
Ausdal Financial Partners
Iowa
$349K +$23.5K +190 +8%
UWPG
2553
Ullmann Wealth Partners Group
Florida
$349K +$86.7K +700 +36%
WFAG
2554
Worth Financial Advisory Group
North Carolina
$349K +$13.6K +110 +4%
OAM
2555
Occidental Asset Management
California
$349K +$79.3K +640 +32%
WF
2556
Whelan Financial
California
$347K +$74.3K +600 +30%
MAM
2557
McLean Asset Management
Virginia
$346K -$22.3K -180 -6%
HWM
2558
Hemington Wealth Management
Virginia
$346K -$27.3K -220 -8%
KWA
2559
Kellett Wealth Advisors
Ohio
$346K – – –
EAM
2560
Empirical Asset Management
Massachusetts
$344K +$322K +2,600 New
WWC
2561
Waypoint Wealth Counsel
Georgia
$342K +$71.9K +580 +29%
BG
2562
Benedetti & Gucer
Georgia
$341K -$47.1K -380 -13%
PWP
2563
Perfromance Wealth Partners
Illinois
$341K +$9.91K +80 +3%
DA
2564
DCM Advisors
New York
$341K +$318K +2,570 New
WAG
2565
Winthrop Advisory Group
Massachusetts
$340K +$17.3K +140 +6%
OFS
2566
OneAscent Financial Services
Alabama
$340K -$274K -2,210 -46%
SCI
2567
Silver Coast Investments
United States
$339K -$16.1K -130 -5%
NIM
2568
Northeast Investment Management
Massachusetts
$339K +$317K +2,560 New
SFC
2569
Strategic Financial Concepts
Texas
$338K +$316K +2,550 New
CPL
2570
CAP Partners LLC
Tennessee
$338K +$1.24K +10 +0.4%
IGGA
2571
Iron Gate Global Advisors
Utah
$336K -$124K -1,000 -29%
KWMG
2572
King Wealth Management Group
Florida
$336K -$12.4K -100 -4%
HFS
2573
Heritage Financial Services
Massachusetts
$334K +$45.8K +370 +17%
SWM
2574
Sendero Wealth Management
Texas
$334K +$57K +460 +22%
FNBSF
2575
First National Bank Sioux Falls
South Dakota
$334K – – –
101 102
103
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