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AVGO

Name Holding Trade Value Shares
Change 		Change in
Stake
CFG
3676
Copley Financial Group
California
$645K -$223K -624 -25%
FC
3677
Financial Council
Maryland
$644K – – –
SCB
3678
Saudi Central Bank
Saudi Arabia
$642K +$4.29K +12 +0.7%
BZWA
3679
Blue Zone Wealth Advisors
California
$642K +$30.8K +86 +5%
SGI
3680
Swan Global Investments
Colorado
$640K +$40.1K +112 +6%
MSWM
3681
Master's Wealth Management
Pennsylvania
$639K +$168K +471 +34%
WFP
3682
Wrenne Financial Planning
Kentucky
$638K -$715 -2 -0.1%
NLA
3683
Northern Lights Advisors
Washington
$638K +$659K +1,842 New
OWG
3684
Oxford Wealth Group
Florida
$637K +$658K +1,841 New
PIA
3685
Panoramic Investment Advisors
Colorado
$637K – – –
GFG
3686
Greenberg Financial Group
Arizona
$636K +$657K +1,837 New
LWA
3687
LifeGoal Wealth Advisors
New York
$635K +$254K +709 +63%
MWM
3688
Mosley Wealth Management
California
$634K +$656K +1,835 New
LIA
3689
LifePlan Investment Advisors
North Carolina
$632K +$96.6K +270 +17%
IC
3690
IKE Capital
New York
$632K +$653K +1,825 New
GGA
3691
Granite Group Advisors
Connecticut
$629K -$25.4K -71 -4%
BWP
3692
Burling Wealth Partners
Illinois
$627K +$387K +1,083 +149%
ORAM
3693
One River Asset Management
Connecticut
$627K +$136K +380 +27%
RRA
3694
Round Rock Advisors
Connecticut
$626K +$19.3K +54 +3%
BWM
3695
Birchcreek Wealth Management
Ohio
$625K -$193K -540 -23%
CIM
3696
Catalyst Investment Management
New Hampshire
$624K +$645K +1,803 New
UWM
3697
Urban Wealth Management
California
$624K +$645K +1,803 New
TFO
3698
Tarbox Family Office
California
$624K -$58.6K -164 -8%
KFS
3699
Kurt F. Somerville
$624K +$644K +1,802 New
AAM
3700
AR Asset Management
California
$623K +$644K +1,800 New
146 147
148
149 150