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AVGO

Name Holding Trade Value Shares
Change 		Change in
Stake
RWA
3651
Roberts Wealth Advisors
California
$660K -$3.22K -9 -0.5%
BRWM
3652
Blue Rock Wealth Management
North Carolina
$659K +$1.79K +5 +0.3%
UFA
3653
Uptown Financial Advisors
Texas
$659K – – –
BWS
3654
Buck Wealth Strategies
Colorado
$658K +$196K +548 +41%
KLI
3655
Kelman-Lazarov Inc
Tennessee
$658K +$378K +1,056 +125%
WAN
3656
Wealth Advisors Northwest
Oregon
$656K +$389K +1,087 +135%
HA
3657
Helium Advisors
Washington
$655K +$190K +530 +39%
MLFP
3658
MPS Loria Financial Planners
Illinois
$654K +$25.7K +72 +4%
SFB
3659
STAR Financial Bank
Indiana
$654K -$921K -2,576 -58%
BWM
3660
BCGM Wealth Management
Indiana
$654K +$1.07K +3 +0.2%
FFG
3661
Frisch Financial Group
New York
$654K +$358 +1 +0.1%
MC
3662
Marest Capital
California
$653K +$1.43K +4 +0.2%
CWM
3663
Collaborative Wealth Management
Florida
$653K +$675K +1,888 New
PTB
3664
Pioneer Trust Bank
Oregon
$653K -$34K -95 -5%
EFL
3665
ERn Financial LLC
Wisconsin
$653K -$31.1K -87 -4%
PBO
3666
Peoples Bank (Ohio)
Ohio
$653K +$41.5K +116 +7%
FF
3667
Friday Financial
Iowa
$653K +$200K +558 +42%
EBA
3668
Eagle Bay Advisors
New York
$652K +$2.86K +8 +0.4%
PCMC
3669
Paragon Capital Management (Colorado)
Colorado
$652K -$197K -551 -23%
AA
3670
Aufman Associates
Pennsylvania
$651K +$358 +1 +0.1%
GCA
3671
Gallagher Capital Advisors
Texas
$650K +$1.43K +4 +0.2%
TWA
3672
Trace Wealth Advisors
California
$649K -$3.58K -10 -0.5%
RA
3673
Rubicon Advisors
California
$648K +$669K +1,872 New
MCM
3674
Mill Capital Management
North Carolina
$647K +$42.2K +118 +7%
BEC
3675
Blue Edge Capital
Virginia
$646K +$149K +416 +29%
145 146
147
148 149