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AVGO

Name Holding Trade Value Shares
Change 		Change in
Stake
TI
2601
Truepoint Inc
Ohio
$983K +$84.3K +456 +12%
SAF
2602
Smith Anglin Financial
Texas
$982K -$145K -783 -16%
CFS
2603
Coordinated Financial Services
Colorado
$982K +$783K +4,234 New
OPOWM
2604
One Plus One Wealth Management
Florida
$979K +$15.7K +85 +2%
WDC
2605
Woodward Diversified Capital
California
$977K -$1.11M -6,015 -59%
KAM
2606
Knightsbridge Asset Management
California
$977K +$54K +292 +7%
RW
2607
Rockport Wealth
Ohio
$977K +$7.77K +42 +1%
WFA
2608
Wellspring Financial Advisors
Ohio
$975K -$1.05M -5,693 -58%
CSA
2609
Cottage Street Advisors
Massachusetts
$975K -$77.9K -421 -9%
1IA
2610
1620 Investment Advisors
Massachusetts
$975K +$55.3K +299 +8%
NAMP
2611
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$974K – – –
MWM
2612
McNaughton Wealth Management
California
$973K +$39.8K +215 +5%
SCM
2613
Sandler Capital Management
New York
$971K – – –
LI
2614
Lafayette Investments
Maryland
$969K – – –
AT
2615
American Trust
Kentucky
$969K -$11.1K -60 -1%
MCM
2616
Morton Capital Management
California
$969K +$13.1K +71 +2%
CP
2617
Capital Planning
Washington
$969K +$102K +554 +15%
RIM
2618
RW Investment Management
Idaho
$967K – – –
GCP
2619
Gill Capital Partners
Colorado
$966K +$2.4K +13 +0.3%
KL
2620
KilterHowling LLC
Colorado
$966K -$191K -1,031 -20%
CWM
2621
Cherrydale Wealth Management
New Jersey
$965K +$104K +564 +16%
PCG
2622
PFC Capital Group
California
$963K +$27.7K +150 +4%
FFO
2623
Fortitude Family Office
Arizona
$962K +$68.4K +370 +10%
CAIMH
2624
Central Asset Investments & Management Holdings
Hong Kong
$962K +$546K +2,950 +246%
JTWM
2625
Jackson Thornton Wealth Management
Alabama
$960K +$147K +797 +24%
103 104
105
106 107