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AVGO

Name Holding Trade Value Shares
Change 		Change in
Stake
LFS
3576
Lutz Financial Services
Nebraska
$204K +$19.7K +93 +8%
ASG
3577
Ariston Services Group
California
$203K – – –
AWP
3578
Avid Wealth Partners
Texas
$203K +$72.6K +343 +40%
SIC
3579
SJS Investment Consulting
Ohio
$202K +$157K +740 +158%
PWS
3580
Proactive Wealth Strategies
Georgia
$202K +$66K +312 +35%
CWA
3581
CogentBlue Wealth Advisors
Tennessee
$202K +$53.1K +251 +26%
TSW
3582
Three Seasons Wealth
Utah
$201K -$282K -1,332 -53%
CSC
3583
Cove Street Capital
California
$201K -$42.3K -200 -14%
HJGA
3584
Hardman Johnston Global Advisors
Connecticut
$201K – – –
BCM
3585
Brookmont Capital Management
Texas
$200K +$212 +1 +0.1%
OWMIAS
3586
One Wealth Management Investment & Advisory Services
Florida
$200K +$253K +1,196 New
BWP
3587
Barlow Wealth Partners
Kentucky
$200K – – –
GFPC
3588
Global Financial Private Client
Florida
$199K +$8.89K +42 +4%
MSWM
3589
Mowery & Schoenfeld Wealth Management
Illinois
$198K +$2.54K +12 +1%
OCM
3590
Orion Capital Management
California
$197K +$16.9K +80 +7%
FUBT
3591
First United Bank & Trust
Maryland
$193K – – –
FWP
3592
Fiduciary Wealth Partners
Massachusetts
$192K +$243K +1,149 New
SAS
3593
Stelac Advisory Services
New York
$189K +$138K +651 +136%
BTC
3594
Bank & Trust Company
Illinois
$188K +$36.2K +171 +18%
SC
3595
Solstein Capital
California
$188K – – –
EWP
3596
Elevation Wealth Partners
California
$183K – – –
TF
3597
Tompkins Financial
New York
$180K +$15.4K +73 +7%
UIA
3598
Ulland Investment Advisors
Minnesota
$177K – – –
CWM
3599
Crowley Wealth Management
Delaware
$176K +$65.6K +310 +42%
CFP
3600
Comprehensive Financial Planning
Pennsylvania
$175K -$478K -2,258 -68%
142 143
144
145 146