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AVGO

Name Holding Trade Value Shares
Change 		Change in
Stake
HIA
3626
Harvest Investment Advisors
Florida
$680K -$85.8K -240 -11%
FA
3627
Fullerton Advisors
California
$680K +$702K +1,964 New
OBWA
3628
Oak Barrel Wealth Advisory
Virginia
$679K +$702K +1,962 New
MWA
3629
Martel Wealth Advisors
Washington
$678K – – –
VPWA
3630
Vestia Personal Wealth Advisors
Indiana
$677K +$15.4K +43 +2%
GCM
3631
Gables Capital Management
Florida
$677K – – –
BFS
3632
Boyer Financial Services
California
$676K +$696K +1,946 New
HFS
3633
Hoge Financial Services
Pennsylvania
$671K +$39.7K +111 +6%
MFS
3634
McNamara Financial Services
Massachusetts
$671K -$147K -410 -17%
FFA
3635
Fairfield Financial Advisors
Massachusetts
$670K +$345K +966 +99%
AWP
3636
Astra Wealth Partners
New Jersey
$670K -$31.8K -89 -4%
GD
3637
Grandfield & Dodd
New York
$670K +$16.8K +47 +2%
LWM
3638
Lodestone Wealth Management
Washington
$670K +$240K +671 +53%
SWIM
3639
Smallwood Wealth Investment Management
New Jersey
$670K +$3.93K +11 +0.6%
PA
3640
PharVision Advisers
Florida
$669K +$691K +1,932 New
HPIA
3641
Hamilton Point Investment Advisors
North Carolina
$668K -$8.58K -24 -1%
SC
3642
Seldon Capital
California
$665K – – –
BW
3643
Bravera Wealth
North Dakota
$665K +$687K +1,920 New
TCM
3644
Traub Capital Management
Massachusetts
$663K -$27.5K -77 -4%
SA
3645
Stewardship Advisors
Pennsylvania
$662K +$122K +340 +22%
MWMDPGFG
3646
MLG Wealth Management DBA Pine Grove Financial Group
Minnesota
$662K +$684K +1,912 New
BA
3647
Bluesphere Advisors
Pennsylvania
$661K +$55.4K +155 +9%
IFU
3648
iSAM Funds (UK)
United Kingdom
$661K +$683K +1,909 New
FPN
3649
Financial Planning Navigators
Minnesota
$660K +$682K +1,908 New
DI
3650
Disciplined Investors
Texas
$660K +$69.4K +194 +11%
144 145
146
147 148