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AVGO

Name Holding Trade Value Shares
Change 		Change in
Stake
WCM
2976
Wealthcare Capital Management
Virginia
$303K +$20.2K +126 +8%
AWM
2977
Austin Wealth Management
Texas
$303K -$25.7K -160 -8%
IWA
2978
Inspirion Wealth Advisors
Illinois
$302K +$9.94K +62 +4%
USWIA
2979
UP Strategic Wealth Investment Advisors
Pennsylvania
$302K +$281K +1,752 New
CISOA
2980
Capital Investment Services of America
Wisconsin
$302K – – –
MCM
2981
Mill Capital Management
North Carolina
$302K – – –
CPWM
2982
Cypress Point Wealth Management
Texas
$301K +$22K +137 +9%
ADMI
2983
Albert D. Mason Inc
Massachusetts
$301K +$12.2K +76 +5%
NRI
2984
NFP Retirement Inc
California
$301K +$8.5K +53 +3%
CASB
2985
Cape Ann Savings Bank
Massachusetts
$301K +$71K +443 +34%
EFG
2986
Embree Financial Group
Illinois
$299K +$19.6K +122 +8%
SRWM
2987
Shira Ridge Wealth Management
California
$298K +$4.17K +26 +2%
HBS
2988
Howard Bailey Securities
Indiana
$297K +$276K +1,720 New
DAC
2989
Dividend Assets Capital
South Carolina
$297K – – –
TCWM
2990
Total Clarity Wealth Management
Illinois
$296K +$26.9K +168 +11%
KPWG
2991
KFA Private Wealth Group
Virginia
$296K +$641 +4 +0.2%
SAA
2992
Southeast Asset Advisors
Georgia
$296K +$481 +3 +0.2%
RCM
2993
Ridgepath Capital Management
Tennessee
$295K +$1.92K +12 +0.7%
PWA
2994
PCG Wealth Advisors
Kansas
$295K +$274K +1,711 New
UFA
2995
US Financial Advisors
Massachusetts
$295K -$8.02K -50 -3%
CIM
2996
Corbyn Investment Management
Maryland
$295K – – –
OPWM
2997
Oakwell Private Wealth Management
Texas
$295K – – –
FFWM
2998
Future Financial Wealth Management
Ohio
$294K +$2.56K +16 +0.9%
HPIA
2999
Hamilton Point Investment Advisors
North Carolina
$293K +$160 +1 +0.1%
BCM
3000
Boltwood Capital Management
California
$293K +$48.1K +300 +21%
118 119
120
121 122