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AVGO

Name Holding Trade Value Shares
Change 		Change in
Stake
PCC
3626
Park Circle Company
Maryland
$232K – – –
SWP
3627
SIMA Wealth Partners
Virginia
$232K – – –
WTG
3628
West Tower Group
Virginia
$232K +$55.5K +300 +43%
PHS
3629
Pekin Hardy Strauss
Illinois
$232K +$185K +1,000 New
PF
3630
Penney Financial
Texas
$232K +$185K +1,000 New
PM
3631
Phraction Management
Connecticut
$232K +$185K +1,000 New
PCM
3632
Poehling Capital Management
Wisconsin
$232K +$185K +1,000 New
FC
3633
Fusion Capital
South Carolina
$231K +$185K +998 New
AI
3634
Arrien Investments
Idaho
$231K -$41.4K -224 -17%
SFG
3635
Shum Financial Group
California
$231K +$184K +997 New
EF
3636
Elite Financial
Idaho
$231K +$185K +999 New
LIA
3637
LBMC Investment Advisors
Tennessee
$231K +$184K +994 New
CHA
3638
Cooper/Haims Advisors
New York
$230K +$184K +993 New
PHWM
3639
Pine Harbor Wealth Management
Maryland
$230K +$183K +992 New
JBA
3640
Johnson Bixby & Associates
Washington
$230K +$183K +990 New
KWM
3641
KMT Wealth Management
California
$230K +$183K +990 New
SIC
3642
Sage Investment Counsel
Tennessee
$230K +$183K +990 New
SPI
3643
Santori & Peters Inc
Pennsylvania
$229K +$183K +989 New
BHWM
3644
Bay Harbor Wealth Management
Maryland
$229K +$24.8K +134 +16%
WWP
3645
WR Wealth Planners
Missouri
$229K -$48.8K -264 -21%
WC
3646
Wexford Capital
Florida
$229K -$81.9K -443 -31%
SAM
3647
Strive Asset Management
Ohio
$229K +$182K +986 New
VBFP
3648
Valtinson Bruner Financial Planning
Minnesota
$228K +$182K +985 New
WCP
3649
Wick Capital Partners
Pennsylvania
$227K +$181K +980 New
SWM
3650
SFG Wealth Management
Maryland
$226K +$180K +975 New
144 145
146
147 148