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AVGO

Name Holding Trade Value Shares
Change 		Change in
Stake
NRD
3151
Nebula Research & Development
New York
$226K +$210K +1,308 New
AIA
3152
Accelerate Investment Advisors
California
$225K +$209K +1,304 New
AI
3153
Arrien Investments
Idaho
$224K -$24.7K -154 -11%
IAS
3154
IMA Advisory Services
Colorado
$223K +$208K +1,295 New
ONSWM
3155
Old North State Wealth Management
North Carolina
$223K +$206K +1,287 New
AIA
3156
AIMZ Investment Advisors
California
$223K – – –
HI
3157
Harrington Investments
California
$223K – – –
WIM
3158
Waverton Investment Management
United Kingdom
$222K -$96.2K -600 -32%
SA
3159
Stewardship Advisors
Pennsylvania
$221K +$205K +1,281 New
WWM
3160
Wiser Wealth Management
Georgia
$221K +$205K +1,279 New
BWIA
3161
Bryant Woods Investment Advisors
New York
$219K +$204K +1,272 New
RK
3162
Rather & Kittrell
Tennessee
$219K +$204K +1,271 New
MWM
3163
Mosley Wealth Management
California
$219K +$195K +1,218 New
PHAM
3164
Palisades Hudson Asset Management
Florida
$219K – – –
IA
3165
Inspire Advisors
Idaho
$219K -$6.41K -40 -3%
OPPS
3166
Obsidian Personal Planning Solutions
Maryland
$219K -$17.8K -111 -8%
DR
3167
Davis Rea
Ontario, Canada
$219K +$203K +1,267 New
YWS
3168
Yarger Wealth Strategies
Ohio
$216K +$201K +1,254 New
W
3169
WPWealth
Texas
$216K -$2.89K -18 -1%
FPGK
3170
Financial Partners Group (Kansas)
Kansas
$216K +$201K +1,251 New
WWP
3171
WR Wealth Planners
Missouri
$216K +$6.41K +40 +3%
1CP
3172
17 Capital Partners
Arizona
$216K +$200K +1,250 New
CWMS
3173
Cannon Wealth Management Services
North Carolina
$216K +$200K +1,250 New
MWP
3174
Meredith Wealth Planning
Illinois
$216K +$200K +1,250 New
AWM
3175
Altus Wealth Management
Kentucky
$215K +$200K +1,249 New
125 126
127
128 129