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AVGO

Name Holding Trade Value Shares
Change 		Change in
Stake
WJA
3476
Willis Johnson & Associates
Texas
$394K -$2.17K -10 -0.7%
CSB
3477
City State Bank
Iowa
$393K +$5.43K +25 +2%
MWM
3478
Mascoma Wealth Management
New Hampshire
$393K – – –
DI
3479
DAGCO Inc
Ohio
$392K +$2.39K +11 +0.8%
VBA
3480
von Borstel & Associates
Oregon
$392K +$15K +69 +6%
SWGC
3481
Summit Wealth Group (Colorado)
Colorado
$392K +$309K +1,422 New
SCM
3482
Sollinda Capital Management
Florida
$392K +$309K +1,421 New
CA
3483
Clune & Associates
Illinois
$391K -$3.26K -15 -1%
AWAU
3484
Alliance Wealth Advisors (Utah)
Utah
$391K +$308K +1,419 New
RWS
3485
Resolute Wealth Strategies
Mississippi
$390K +$38K +175 +14%
DP
3486
Denver PWM
Colorado
$390K +$307K +1,415 New
SFB
3487
STAR Financial Bank
Indiana
$389K +$307K +1,412 New
IPWA
3488
International Private Wealth Advisors
California
$388K +$19.8K +91 +7%
CIM
3489
Corbyn Investment Management
Maryland
$388K – – –
GFPC
3490
Global Financial Private Client
Florida
$387K +$47.1K +217 +18%
EL
3491
EQ LLC
Washington
$386K – – –
SCI
3492
S&CO Inc
Massachusetts
$385K – – –
PWM
3493
Partners Wealth Management
California
$384K – – –
AZ
3494
Alpha Zero
Florida
$383K +$11.1K +51 +4%
OWP
3495
ORG Wealth Partners
Texas
$383K +$123K +566 +64%
TW
3496
Towerpoint Wealth
California
$382K +$17.6K +81 +6%
HCM
3497
Hilton Capital Management
New York
$382K -$55.6K -256 -16%
MIM
3498
Montgomery Investment Management
Maryland
$381K +$651 +3 +0.2%
GWM
3499
GK Wealth Management
Nevada
$380K +$299K +1,378 New
PMG
3500
ProVise Management Group
Florida
$378K +$298K +1,371 New
138 139
140
141 142