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AVGO

Name Holding Trade Value Shares
Change 		Change in
Stake
KWS
3026
Keystone Wealth Services
California
$225K -$26.6K -190 -12%
BIA
3027
Bell Investment Advisors
California
$225K +$5.61K +40 +3%
LFS
3028
Lutz Financial Services
Nebraska
$225K -$133K -950 -40%
BCM
3029
Boltwood Capital Management
California
$225K +$196K +1,400 New
HTIM
3030
Harbour Trust & Investment Management
Indiana
$225K +$196K +1,400 New
OPPS
3031
Obsidian Personal Planning Solutions
Maryland
$225K +$196K +1,400 New
DWA
3032
Delap Wealth Advisory
Oregon
$222K -$1.26M -8,960 -87%
MIM
3033
Montgomery Investment Management
Maryland
$222K +$193K +1,380 New
MWP
3034
Madison Wealth Partners
Wisconsin
$221K +$193K +1,380 New
AFAS
3035
Acorn Financial Advisory Services
Virginia
$221K +$193K +1,380 New
HWA
3036
Heartwood Wealth Advisors
Virginia
$220K +$192K +1,370 New
BCM
3037
Brookmont Capital Management
Texas
$219K -$37.8K -270 -16%
M1FG
3038
Mach-1 Financial Group
Arkansas
$218K +$191K +1,360 New
MWM
3039
Mascoma Wealth Management
New Hampshire
$218K +$11.2K +80 +6%
PCA
3040
Providence Capital Advisors
North Carolina
$218K +$12.6K +90 +7%
CSPAM
3041
Cary Street Partners Asset Management
Virginia
$218K +$191K +1,360 New
LWP
3042
LMG Wealth Partners
Louisiana
$218K +$191K +1,360 New
SFG
3043
Sterling Financial Group
California
$218K +$191K +1,360 New
PCMF
3044
Private Capital Management (Florida)
Florida
$217K +$189K +1,350 New
FLII
3045
First Long Island Investors
New York
$217K +$189K +1,350 New
GWWM
3046
Great Waters Wealth Management
Minnesota
$217K +$189K +1,350 New
SA
3047
Scarborough Advisors
Maryland
$215K +$96.7K +690 +106%
WRPWM
3048
Werba Rubin Papier Wealth Management
California
$215K -$114K -810 -38%
CSB
3049
City State Bank
Iowa
$215K – – –
DCP
3050
DSM Capital Partners
Florida
$215K +$70.1K +500 +60%
120 121
122
123 124