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AVGO

Name Holding Trade Value Shares
Change 		Change in
Stake
LFGO
3451
Legacy Financial Group (Oklahoma)
Oklahoma
$305K +$243K +1,316 New
DI
3452
Diligent Investors
California
$305K -$17.6K -95 -7%
WAM
3453
Westport Asset Management
Connecticut
$304K – – –
NQWM
3454
Northwest Quadrant Wealth Management
Oregon
$304K +$242K +1,311 New
BWM
3455
Brown Wealth Management
Illinois
$304K +$21.1K +114 +10%
RFO
3456
RiverGlades Family Offices
Florida
$304K – – –
RB
3457
Rodgers Brothers
Pennsylvania
$304K – – –
MFC
3458
Morris Financial Concepts
South Carolina
$303K +$15.4K +83 +7%
FB
3459
First Bancorp
Maine
$302K +$241K +1,304 New
SAM
3460
Seelaus Asset Management
New Jersey
$301K -$2.77K -15 -1%
QFMHK
3461
Q Fund Management (Hong Kong)
$301K +$240K +1,300 New
RK
3462
Rather & Kittrell
Tennessee
$300K +$4.25K +23 +2%
IW
3463
Instrumental Wealth
Florida
$300K +$13.5K +73 +6%
VW
3464
Veridan Wealth
Oregon
$300K +$255K +1,377 New
RCM
3465
Requisite Capital Management
Texas
$299K +$239K +1,291 New
AIA
3466
AIMZ Investment Advisors
California
$299K – – –
SFWC
3467
Strategic Family Wealth Counselors
New Jersey
$298K +$238K +1,285 New
PFM
3468
Peak Financial Management
Massachusetts
$297K -$49.4K -267 -17%
MWP
3469
Meredith Wealth Planning
Illinois
$297K +$5.36K +29 +2%
WFAG
3470
Wescott Financial Advisory Group
Pennsylvania
$296K +$236K +1,278 New
HWM
3471
HRC Wealth Management
Idaho
$296K +$236K +1,275 New
PHAM
3472
Palisades Hudson Asset Management
Florida
$295K – – –
CCAM
3473
Cascades Capital Asset Management
North Carolina
$295K +$235K +1,272 New
BTIM
3474
BancFirst Trust & Investment Management
Oklahoma
$294K +$231K +1,250 New
DR
3475
Davis Rea
Ontario, Canada
$294K – – –
137 138
139
140 141