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AVGO

Name Holding Trade Value Shares
Change 		Change in
Stake
MCM
3476
Marathon Capital Management
Maryland
$239K -$5.29K -25 -2%
MWM
3477
Mascoma Wealth Management
New Hampshire
$238K -$38.1K -180 -11%
SWM
3478
SilverOak Wealth Management
Minnesota
$238K – – –
UWP
3479
Uniting Wealth Partners
Kansas
$238K – – –
FNC
3480
First National Corp
Massachusetts
$238K – – –
MFC
3481
Morris Financial Concepts
South Carolina
$238K +$24.1K +114 +9%
ONSWM
3482
Old North State Wealth Management
North Carolina
$237K -$10.4K -49 -3%
LPAM
3483
Lodestar Private Asset Management
California
$237K +$59.3K +280 +25%
DI
3484
DAGCO Inc
Ohio
$237K +$299K +1,413 New
VW
3485
Veridan Wealth
Oregon
$236K +$7.41K +35 +3%
CAM
3486
Claret Asset Management
Quebec, Canada
$236K -$289K -1,366 Closed
CIM
3487
Corbyn Investment Management
Maryland
$236K -$36.2K -171 -11%
BWM
3488
Brown Wealth Management
Illinois
$235K +$19K +90 +7%
EL
3489
EQ LLC
Washington
$234K – – –
CSB
3490
City State Bank
Iowa
$234K +$2.12K +10 +0.7%
STCOSD
3491
Sageworth Trust Company of South Dakota
South Dakota
$234K +$296K +1,400 New
SCI
3492
S&CO Inc
Massachusetts
$234K – – –
OIS
3493
OneAscent Investment Solutions
Alabama
$234K +$296K +1,400 New
SAM
3494
Strive Asset Management
Ohio
$234K +$86.8K +410 +42%
WW
3495
Waterfront Wealth
Kansas
$232K +$5.5K +26 +2%
FS
3496
Financial Symmetry
North Carolina
$231K -$128K -603 -30%
MIM
3497
Montgomery Investment Management
Maryland
$231K – – –
WLPWM
3498
Walled Lake Planning & Wealth Management
Illinois
$231K -$12.5K -59 -4%
TIM
3499
Tortoise Investment Management
New York
$230K -$361K -1,704 -55%
PFM
3500
Phillips Financial Management
Indiana
$229K +$10.2K +48 +4%
138 139
140
141 142