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AVGO

Name Holding Trade Value Shares
Change 		Change in
Stake
HIG
3226
Heritage Investment Group
Florida
$756K +$92K +300 +15%
GMFG
3227
Greater Midwest Financial Group
Minnesota
$756K -$19.9K -65 -3%
GKFF
3228
George Kaiser Family Foundation
Oklahoma
$755K – – –
PGCM
3229
Prescott Group Capital Management
Oklahoma
$755K – – –
MSWMA
3230
Market Street Wealth Management Advisors
Indiana
$754K +$7.98K +26 +1%
CP
3231
Castleview Partners
Texas
$754K +$701K +2,286 New
CG
3232
Cynosure Group
Utah
$754K -$8.59K -28 -1%
SPA
3233
Sherbrooke Park Advisers
New York
$752K +$468K +1,524 +202%
CA
3234
CapWealth Advisors
Tennessee
$751K +$16K +52 +2%
TFM
3235
TFC Financial Management
Massachusetts
$751K +$49.1K +160 +8%
PAM
3236
PVG Asset Management
Colorado
$750K -$185K -602 -21%
AWP
3237
Abacus Wealth Partners
California
$749K +$12.9K +42 +2%
OIS
3238
OneAscent Investment Solutions
Alabama
$748K +$322K +1,050 +86%
TCWM
3239
Total Clarity Wealth Management
Illinois
$748K -$43K -140 -6%
SFWC
3240
Strategic Family Wealth Counselors
New Jersey
$747K -$23K -75 -3%
CPA
3241
Cathy Pareto & Associates
Florida
$747K +$1.84K +6 +0.3%
CWAF
3242
Core Wealth Advisors (Florida)
Florida
$746K +$50K +163 +8%
SIAP
3243
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$744K +$692K +2,255 New
NWM
3244
Northwest Wealth Management
Iowa
$744K +$24.2K +79 +4%
BWM
3245
BCS Wealth Management
Tennessee
$743K -$188K -612 -21%
HVP
3246
Hudson Value Partners
Florida
$742K -$245K -800 -26%
FLC
3247
Fifth Lane Capital
Texas
$742K -$230K -750 -25%
CTB
3248
Country Trust Bank
Illinois
$742K -$158K -516 -19%
BWM
3249
Brown Wealth Management
Illinois
$741K +$114K +370 +20%
LCM
3250
LRT Capital Management
Texas
$740K +$233K +759 +51%
128 129
130
131 132