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AVGO

Name Holding Trade Value Shares
Change 		Change in
Stake
BAWC
3676
Boyce & Associates Wealth Consulting
Texas
$291K +$229K +1,054 New
FGC
3677
Financial Gravity Companies
Texas
$289K +$228K +1,050 New
SMF
3678
Sterling Manor Financial
New York
$289K +$228K +1,050 New
CC
3679
Copperleaf Capital
North Carolina
$288K +$227K +1,044 New
SWM
3680
Silverlake Wealth Management
Vermont
$288K +$226K +1,043 New
CL
3681
CLG LLC
California
$287K +$226K +1,042 New
CCG
3682
Coastwise Capital Group
California
$287K +$226K +1,042 New
WAL
3683
W Advisors LLC
Tennessee
$287K +$226K +1,041 New
BIM
3684
Barton Investment Management
Pennsylvania
$287K +$226K +1,040 New
BDL
3685
Banque de Luxembourg
Luxembourg
$286K – – –
NSB
3686
Norway Savings Bank
Maine
$285K +$225K +1,035 New
MPCL
3687
My Personal CFO LLC
Washington
$285K +$225K +1,034 New
WCWM
3688
Wooster Corthell Wealth Management
Connecticut
$285K +$224K +1,033 New
ACM
3689
Advance Capital Management
Michigan
$284K +$224K +1,032 New
HFS
3690
Hughes Financial Services
Virginia
$284K +$1.09K +5 +0.5%
HI
3691
Humankind Investments
New York
$283K +$223K +1,028 New
ACM
3692
Absolute Capital Management
Pennsylvania
$282K +$222K +1,024 New
TCM
3693
Teza Capital Management
Illinois
$282K -$666K -3,067 -75%
NF
3694
Nvest Financial
New Hampshire
$282K +$222K +1,024 New
DSN
3695
D. Scott Neal
Kentucky
$282K +$222K +1,022 New
EFN
3696
Equita Financial Network
Pennsylvania
$281K +$222K +1,021 New
BPWM
3697
BCS Private Wealth Management
New Jersey
$280K +$220K +1,014 New
SCM
3698
Spring Capital Management
Texas
$280K +$220K +1,015 New
HHMI
3699
Howard Hughes Medical Institute
Maryland
$279K +$220K +1,011 New
DSCM
3700
Del-Sette Capital Management
New York
$278K +$219K +1,010 New
146 147
148
149 150