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AVGO

Name Holding Trade Value Shares
Change 		Change in
Stake
BCCM
3651
Bridge Creek Capital Management
Massachusetts
$226K +$180K +975 New
PCMK
3652
Paragon Capital Management (Kansas)
Kansas
$225K +$180K +971 New
TF
3653
Threadgill Financial
Texas
$225K +$180K +971 New
MIS
3654
Morningstar Investment Services
Illinois
$225K -$4.22M -22,835 -96%
FSWA
3655
Financial Synergies Wealth Advisors
Texas
$225K -$93.8K -507 -34%
AL
3656
ADE LLC
Maryland
$225K +$179K +970 New
SC
3657
Searle & Co
Connecticut
$225K +$179K +970 New
GFWA
3658
Grey Fox Wealth Advisors
Delaware
$224K +$178K +964 New
MAM
3659
Marotta Asset Management
Virginia
$223K +$178K +963 New
NFC
3660
Northstar Financial Companies
Pennsylvania
$223K +$178K +963 New
TWM
3661
TriaGen Wealth Management
California
$223K +$178K +962 New
FFS
3662
Flavin Financial Services
Florida
$223K +$178K +960 New
CISOA
3663
Capital Investment Services of America
Wisconsin
$223K -$146K -790 -45%
AWM
3664
Absher Wealth Management
North Carolina
$223K +$178K +960 New
SHJ
3665
Sharkey, Howes & Javer
Colorado
$223K +$178K +960 New
PDM
3666
Penn Davis McFarland
Texas
$221K +$177K +955 New
CWA
3667
CogentBlue Wealth Advisors
Tennessee
$221K +$176K +953 New
HP
3668
HT Partners
Connecticut
$221K +$176K +953 New
BTC
3669
Bank & Trust Company
Illinois
$220K -$10.2K -55 -5%
EC
3670
Eaton-Cambridge
Arizona
$220K +$176K +950 New
AFGAS
3671
Allegiance Financial Group Advisory Services
Virginia
$219K +$175K +946 New
AFO
3672
Arrowroot Family Office
California
$218K +$174K +941 New
CWA
3673
Clearview Wealth Advisors
Oregon
$218K +$174K +941 New
CI
3674
Ceera Investments
Texas
$218K +$174K +940 New
TCM
3675
Tandem Capital Management
New Jersey
$218K +$174K +940 New
145 146
147
148 149