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AVGO

Name Holding Trade Value Shares
Change 		Change in
Stake
VPWA
3251
Vestia Personal Wealth Advisors
Indiana
$543K -$4.34K -20 -1%
TFO
3252
Tarbox Family Office
California
$542K -$217 -1 -0.1%
RWA
3253
Roberts Wealth Advisors
California
$542K -$32.6K -150 -7%
BI
3254
Binnacle Investments
Iowa
$542K +$11.9K +55 +3%
AW
3255
Avion Wealth
Texas
$541K +$104K +481 +32%
MWA
3256
Martel Wealth Advisors
Washington
$540K – – –
ACM
3257
Arlington Capital Management
Illinois
$540K +$11.1K +51 +3%
PBO
3258
Peoples Bank (Ohio)
Ohio
$540K -$32.4K -149 -7%
PFM
3259
Phillips Financial Management
Indiana
$538K +$127K +585 +43%
ABLA
3260
Alan B. Lancz & Associates
Ohio
$538K +$21.7K +100 +5%
TFA
3261
Tobias Financial Advisors
Florida
$537K +$41K +189 +11%
PW
3262
Pandora Wealth
Illinois
$535K +$2.61K +12 +0.6%
RFN
3263
Redwood Financial Network
Ohio
$535K +$7.17K +33 +2%
WQ
3264
Wealth Quarterback
New Jersey
$534K +$22.6K +104 +6%
WWM
3265
Wiser Wealth Management
Georgia
$534K +$47.3K +218 +13%
SFS
3266
Symphony Financial Services
Ohio
$533K +$420K +1,934 New
CCA
3267
Carrera Capital Advisors
Michigan
$533K +$420K +1,933 New
GCM
3268
Gables Capital Management
Florida
$532K -$86.9K -400 -17%
RDFA
3269
Ritter Daniher Financial Advisory
Ohio
$532K – – –
FTC
3270
Farmers Trust Company
Ohio
$531K -$16.9K -78 -4%
HDA
3271
Harold Davidson & Associates
California
$530K +$16.5K +76 +4%
SC
3272
Seldon Capital
California
$529K – – –
HBT
3273
Hills Bank & Trust
Iowa
$529K +$416K +1,918 New
CWM
3274
Centricity Wealth Management
Ohio
$528K -$7.6K -35 -2%
SWIM
3275
Smallwood Wealth Investment Management
New Jersey
$528K +$2.17K +10 +0.5%
129 130
131
132 133