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AVGO

Name Holding Trade Value Shares
Change 		Change in
Stake
RA
2701
Riversedge Advisors
Delaware
$1.11M +$188K +867 +27%
UWPG
2702
Ullmann Wealth Partners Group
Florida
$1.11M +$101K +467 +13%
RW
2703
Rockport Wealth
Ohio
$1.11M +$872K +4,017 New
GC
2704
Gilbert & Cook
Iowa
$1.11M +$10.9K +50 +1%
AWM
2705
Affinity Wealth Management
Delaware
$1.11M -$3.69K -17 -0.4%
ALA
2706
Atlas Legacy Advisors
California
$1.1M +$261K +1,204 +43%
CPW
2707
Catalyst Private Wealth
California
$1.1M -$3.04K -14 -0.3%
AF
2708
Ally Financial
Michigan
$1.1M -$5.21M -24,000 -86%
CI
2709
Corient IA
Florida
$1.1M – – –
LCM
2710
Lattice Capital Management
Washington
$1.1M – – –
AFM
2711
Anson Funds Management
Texas
$1.1M +$869K +4,000 New
CP
2712
Capital Planning
Washington
$1.1M +$82.1K +378 +10%
MWA
2713
Medallion Wealth Advisors
Connecticut
$1.1M +$4.78K +22 +0.5%
RPGK
2714
Retirement Planning Group (Kansas)
Kansas
$1.1M +$29.3K +135 +4%
FWTB
2715
First Western Trust Bank
Colorado
$1.09M +$40.2K +185 +5%
TM
2716
TigerOak Management
New Mexico
$1.09M +$71.4K +329 +9%
PA
2717
PFW Advisors
Georgia
$1.09M -$345K -1,588 -29%
LCGC
2718
Legacy Capital Group California
California
$1.09M -$35.8K -165 -4%
WCFA
2719
Walkner Condon Financial Advisors
Wisconsin
$1.09M +$8.25K +38 +1%
SL
2720
Summitry LLC
California
$1.08M +$77.3K +356 +10%
PFG
2721
PAX Financial Group
Texas
$1.08M -$417K -1,919 -33%
FI
2722
Financial Insights
Washington
$1.07M -$256K -1,180 -23%
GWP
2723
Gateway Wealth Partners
Wisconsin
$1.07M +$204K +938 +32%
KCPG
2724
Kavar Capital Partners Group
Kansas
$1.07M – – –
AWM
2725
Austin Wealth Management
Texas
$1.07M +$169K +777 +27%
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109
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