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AVGO

Name Holding Trade Value Shares
Change 		Change in
Stake
MWM
3476
Mascoma Wealth Management
New Hampshire
$393K – – –
DI
3477
DAGCO Inc
Ohio
$392K +$2.39K +11 +0.8%
VBA
3478
von Borstel & Associates
Oregon
$392K +$15K +69 +6%
SWGC
3479
Summit Wealth Group (Colorado)
Colorado
$392K +$309K +1,422 New
SCM
3480
Sollinda Capital Management
Florida
$392K +$309K +1,421 New
CA
3481
Clune & Associates
Illinois
$391K -$3.26K -15 -1%
AWAU
3482
Alliance Wealth Advisors (Utah)
Utah
$391K +$308K +1,419 New
RWS
3483
Resolute Wealth Strategies
Mississippi
$390K +$38K +175 +14%
DP
3484
Denver PWM
Colorado
$390K +$307K +1,415 New
SFB
3485
STAR Financial Bank
Indiana
$389K +$307K +1,412 New
IPWA
3486
International Private Wealth Advisors
California
$388K +$19.8K +91 +7%
CIM
3487
Corbyn Investment Management
Maryland
$388K – – –
GFPC
3488
Global Financial Private Client
Florida
$387K +$47.1K +217 +18%
EL
3489
EQ LLC
Washington
$386K – – –
SCI
3490
S&CO Inc
Massachusetts
$385K – – –
PWM
3491
Partners Wealth Management
California
$384K – – –
AZ
3492
Alpha Zero
Florida
$383K +$11.1K +51 +4%
OWP
3493
ORG Wealth Partners
Texas
$383K +$123K +566 +64%
TW
3494
Towerpoint Wealth
California
$382K +$17.6K +81 +6%
HCM
3495
Hilton Capital Management
New York
$382K -$55.6K -256 -16%
MIM
3496
Montgomery Investment Management
Maryland
$381K +$651 +3 +0.2%
GWM
3497
GK Wealth Management
Nevada
$380K +$299K +1,378 New
PMG
3498
ProVise Management Group
Florida
$378K +$298K +1,371 New
GCS
3499
Gordian Capital (Singapore)
Singapore
$377K -$682K -3,140 -70%
RWM
3500
Reston Wealth Management
Virginia
$377K +$297K +1,369 New
138 139
140
141 142