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AVGO

Name Holding Trade Value Shares
Change 		Change in
Stake
PEWA
3576
Pacific Excel Wealth Advisors
California
$731K +$757K +2,118 New
AZ
3577
Alpha Zero
Florida
$731K +$2.15K +6 +0.3%
ITB
3578
Idaho Trust Bank
Idaho
$730K +$21.8K +61 +3%
TH
3579
TCTC Holdings
Texas
$729K – – –
PCP
3580
Panoramic Capital Partners
Oregon
$728K +$26.5K +74 +4%
LOAMU
3581
Lombard Odier Asset Management (USA)
New York
$726K +$750K +2,097 New
SA
3582
Scarborough Advisors
Maryland
$725K -$16.1K -45 -2%
WPWM
3583
Western Pacific Wealth Management
Illinois
$723K -$358 -1 -0%
CG
3584
Cynosure Group
Utah
$723K -$69.7K -195 -9%
PWS
3585
Proactive Wealth Strategies
Georgia
$722K +$1.07K +3 +0.1%
DWA
3586
Delap Wealth Advisory
Oregon
$719K +$743K +2,078 New
DI
3587
Diligent Investors
California
$719K +$118K +331 +19%
TCM
3588
TruNorth Capital Management
Michigan
$717K +$511K +1,428 +221%
PPW
3589
Pasadena Private Wealth
California
$713K -$5.36K -15 -0.7%
VI
3590
VanderPol Investments
Michigan
$713K +$1.79K +5 +0.2%
KA
3591
Kercheville Advisors
Texas
$713K +$66.9K +187 +9%
HWA
3592
HHM Wealth Advisors
Tennessee
$710K +$44K +123 +6%
LW
3593
Livet Wealth
Utah
$710K +$734K +2,052 New
PWM
3594
Peck Wealth Management
New York
$710K -$3.58K -10 -0.5%
BSTWA
3595
Blake Schutter Theil Wealth Advisors
Ohio
$708K -$48.6K -136 -6%
FF
3596
Foundry Financial
California
$708K +$732K +2,046 New
GRWP
3597
Green Ridge Wealth Planning
New Jersey
$706K +$730K +2,040 New
AFP
3598
Alpha Financial Partners
Kentucky
$706K +$4.29K +12 +0.6%
4A
3599
4Wealth Advisors
Illinois
$705K +$1.79K +5 +0.2%
KPWG
3600
KFA Private Wealth Group
Virginia
$705K +$14.3K +40 +2%
142 143
144
145 146