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AVGO

Name Holding Trade Value Shares
Change 		Change in
Stake
CFG
3126
Clayton Financial Group
Missouri
$235K +$219K +1,365 New
LWP
3127
LMG Wealth Partners
Louisiana
$235K – – –
MWM
3128
Mascoma Wealth Management
New Hampshire
$235K – – –
LFS
3129
Lutz Financial Services
Nebraska
$234K -$7.38K -46 -3%
DW30
3130
Drucker Wealth 3.0
New Jersey
$233K +$217K +1,353 New
AW
3131
Avion Wealth
Texas
$233K +$144K +896 +195%
BFO
3132
Boston Family Office
Massachusetts
$233K +$216K +1,350 New
GBWM
3133
Granite Bay Wealth Management
New Hampshire
$233K +$216K +1,350 New
WW
3134
Waterfront Wealth
Kansas
$232K +$214K +1,333 New
BAMG
3135
Brand Asset Management Group
Missouri
$232K +$13.5K +84 +7%
SFB
3136
STAR Financial Bank
Indiana
$231K -$79.8K -498 -27%
WDA
3137
Wendell David Associates
New Hampshire
$230K -$641 -4 -0.3%
EL
3138
Essex LLC
Illinois
$230K +$214K +1,332 New
LA
3139
Lane & Associates
New Jersey
$230K +$213K +1,331 New
PCA
3140
Providence Capital Advisors
North Carolina
$229K -$4.81K -30 -2%
FCCM
3141
First City Capital Management
Georgia
$229K +$213K +1,330 New
CHC
3142
City Holding Co
West Virginia
$229K +$77K +480 +56%
CAM
3143
Claret Asset Management
Quebec, Canada
$229K +$1.28K +8 +0.6%
CWA
3144
Clarus Wealth Advisors
Arizona
$229K +$209K +1,306 New
SFS
3145
Sharp Financial Services
Pennsylvania
$228K -$70.5K -440 -25%
TW
3146
Towerpoint Wealth
California
$228K -$32.2K -201 -13%
SAM
3147
Seelaus Asset Management
New Jersey
$227K +$2.4K +15 +1%
WAM
3148
Westport Asset Management
Connecticut
$226K -$1.89M -11,808 -90%
SIA
3149
SGL Investment Advisors
Montana
$226K +$213K +1,327 New
LIM
3150
Lathrop Investment Management
Arkansas
$226K – – –
124 125
126
127 128