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AVGO

Name Holding Trade Value Shares
Change 		Change in
Stake
LOIP
3351
Live Oak Investment Partners
Texas
$922K -$107K -300 -10%
RK
3352
Rather & Kittrell
Tennessee
$922K +$128K +358 +16%
RW
3353
RVW Wealth
California
$921K +$5.36K +15 +0.6%
TWA
3354
Tandem Wealth Advisors
Arizona
$921K +$153K +428 +19%
WWP
3355
Wise Wealth Partners
Arizona
$920K – – –
HFW
3356
Horizon Family Wealth
Illinois
$920K -$159K -444 -14%
PFA
3357
Pettinga Financial Advisors
Indiana
$918K +$8.94K +25 +1%
PL
3358
PeakShares LLC
Florida
$918K +$948K +2,652 New
HFA
3359
High Falls Advisors
New York
$918K -$55.8K -156 -6%
CWM
3360
Centurion Wealth Management
Virginia
$917K – – –
CAM
3361
Clark Asset Management
New Hampshire
$917K +$232K +648 +32%
WW
3362
Westshore Wealth
California
$916K -$66.2K -185 -7%
ADBIC
3363
A.D. Beadell Investment Counsel
Wisconsin
$916K – – –
PBT
3364
Pictet Bank & Trust
Bahamas
$915K +$946K +2,645 New
YCG
3365
Yeomans Consulting Group
Georgia
$914K -$340K -952 -27%
BSI
3366
Bennett Selby Investments
Maine
$914K – – –
VFP
3367
Vilga Financial Planning
New Jersey
$913K +$944K +2,639 New
TWM
3368
Thryve Wealth Management
Texas
$913K +$943K +2,638 New
TCM
3369
Triumph Capital Management
Colorado
$911K -$1.2M -3,365 -56%
RCWM
3370
Royal Capital Wealth Management
Indiana
$910K – – –
LRIA
3371
Leonard Rickey Investment Advisors
Washington
$908K +$7.51K +21 +0.8%
PFM
3372
Phillips Financial Management
Indiana
$908K -$129K -361 -12%
RFA
3373
Rollins Financial Advisors
New York
$908K +$66.9K +187 +8%
FPH
3374
Financial Planning Hawaii
Hawaii
$904K +$934K +2,612 New
CPL
3375
CAP Partners LLC
Tennessee
$904K -$22.5K -63 -2%
133 134
135
136 137