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AVGO

Name Holding Trade Value Shares
Change 		Change in
Stake
MWM
3126
Mascoma Wealth Management
New Hampshire
$235K – – –
LFS
3127
Lutz Financial Services
Nebraska
$234K -$7.38K -46 -3%
DW30
3128
Drucker Wealth 3.0
New Jersey
$233K +$217K +1,353 New
AW
3129
Avion Wealth
Texas
$233K +$144K +896 +195%
BFO
3130
Boston Family Office
Massachusetts
$233K +$216K +1,350 New
GBWM
3131
Granite Bay Wealth Management
New Hampshire
$233K +$216K +1,350 New
WW
3132
Waterfront Wealth
Kansas
$232K +$214K +1,333 New
BAMG
3133
Brand Asset Management Group
Missouri
$232K +$13.5K +84 +7%
SFB
3134
STAR Financial Bank
Indiana
$231K -$79.8K -498 -27%
WDA
3135
Wendell David Associates
New Hampshire
$230K -$641 -4 -0.3%
EL
3136
Essex LLC
Illinois
$230K +$214K +1,332 New
LA
3137
Lane & Associates
New Jersey
$230K +$213K +1,331 New
PCA
3138
Providence Capital Advisors
North Carolina
$229K -$4.81K -30 -2%
FCCM
3139
First City Capital Management
Georgia
$229K +$213K +1,330 New
CHC
3140
City Holding Co
West Virginia
$229K +$77K +480 +56%
CAM
3141
Claret Asset Management
Quebec, Canada
$229K +$1.28K +8 +0.6%
CWA
3142
Clarus Wealth Advisors
Arizona
$229K +$209K +1,306 New
SFS
3143
Sharp Financial Services
Pennsylvania
$228K -$70.5K -440 -25%
TW
3144
Towerpoint Wealth
California
$228K -$32.2K -201 -13%
SAM
3145
Seelaus Asset Management
New Jersey
$227K +$2.4K +15 +1%
WAM
3146
Westport Asset Management
Connecticut
$226K -$1.89M -11,808 -90%
SIA
3147
SGL Investment Advisors
Montana
$226K +$213K +1,327 New
LIM
3148
Lathrop Investment Management
Arkansas
$226K – – –
RFO
3149
RiverGlades Family Offices
Florida
$226K – – –
RB
3150
Rodgers Brothers
Pennsylvania
$226K – – –
124 125
126
127 128