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AVGO

Name Holding Trade Value Shares
Change 		Change in
Stake
PF
3226
Parker Financial
Washington
$419K -$16.6K -90 -5%
HWA
3227
Heartwood Wealth Advisors
Virginia
$419K +$51K +276 +18%
CSI
3228
Cross Staff Investments
New York
$418K +$334K +1,804 New
NA
3229
Novus Advisors
South Carolina
$417K +$333K +1,800 New
WFP
3230
Wrenne Financial Planning
Kentucky
$417K -$555 -3 -0.2%
BA
3231
Bluesphere Advisors
Pennsylvania
$416K – – –
SO
3232
Sierra Ocean
California
$415K +$331K +1,790 New
MFWP
3233
Mosaic Family Wealth Partners
Missouri
$414K -$41.2K -223 -11%
VWM
3234
Verus Wealth Management
Wisconsin
$414K +$330K +1,784 New
ICM
3235
Intrepid Capital Management
Florida
$413K – – –
GWWM
3236
Great Waters Wealth Management
Minnesota
$413K -$32.6K -176 -9%
BCM
3237
Boltwood Capital Management
California
$412K +$13.9K +75 +4%
TCWM
3238
Total Clarity Wealth Management
Illinois
$411K +$9.8K +53 +3%
ODIJL
3239
One Day In July LLC
Vermont
$410K -$120K -651 -27%
HBWM
3240
Hollow Brook Wealth Management
New York
$410K – – –
UBV
3241
United Bank (Virginia)
Virginia
$410K +$327K +1,770 New
PI
3242
Parkside Investments
Illinois
$410K +$925 +5 +0.3%
DFA
3243
DHK Financial Advisors
New Hampshire
$409K -$114K -617 -26%
IWA
3244
Inspirion Wealth Advisors
Illinois
$409K +$6.66K +36 +2%
TWG
3245
The Wealth Group
Minnesota
$408K – – –
FFG
3246
Frisch Financial Group
New York
$408K +$185 +1 +0.1%
THL
3247
Tillman Hartley LLC
Colorado
$407K – – –
KPWG
3248
KFA Private Wealth Group
Virginia
$407K +$7.77K +42 +2%
NI
3249
NDVR Inc
Massachusetts
$406K +$31.4K +170 +11%
MCM
3250
Mill Capital Management
North Carolina
$406K – – –
128 129
130
131 132