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AVGO

Name Holding Trade Value Shares
Change 		Change in
Stake
PPA
3701
Painted Porch Advisors
California
$278K +$59.5K +274 +37%
RFG
3702
REAP Financial Group
Texas
$277K +$41.9K +193 +24%
DA
3703
Detalus Advisors
Missouri
$277K +$218K +1,005 New
DW
3704
Dodds Wealth
Colorado
$277K +$218K +1,004 New
GWM
3705
GSB Wealth Management
Connecticut
$276K +$218K +1,003 New
CGH
3706
CMG Global Holdings
Texas
$276K +$204K +938 New
PCC
3707
Park Circle Company
Maryland
$276K – – –
MCM
3708
McRae Capital Management
New Jersey
$276K +$217K +1,000 New
PF
3709
Penney Financial
Texas
$276K +$217K +1,000 New
PM
3710
Phraction Management
Connecticut
$276K +$217K +1,000 New
BC
3711
Brio Consultants
California
$275K -$207K -952 -49%
BWP
3712
BlueStem Wealth Partners
Minnesota
$275K +$216K +997 New
CWM
3713
Cabot Wealth Management
Massachusetts
$275K +$216K +997 New
TI
3714
tru Independence
Oregon
$274K +$216K +996 New
KWM
3715
KMT Wealth Management
California
$273K +$215K +990 New
SIC
3716
Sage Investment Counsel
Tennessee
$273K +$215K +990 New
TCM
3717
TD Capital Management
Tennessee
$272K +$49.5K +228 +30%
AA
3718
Aire Advisors
California
$272K +$214K +987 New
BWM
3719
Brickley Wealth Management
California
$272K +$214K +986 New
DCM
3720
Dimension Capital Management
Florida
$272K +$214K +986 New
MCA
3721
Martin Capital Advisors
Texas
$272K +$214K +986 New
PSP
3722
Pacific Sage Partners
Washington
$272K +$214K +986 New
RFG
3723
RFP Financial Group
Georgia
$271K +$214K +984 New
ACM
3724
Avalon Capital Management
California
$270K +$213K +979 New
PS
3725
Portfolio Strategies
New York
$270K +$213K +979 New
147 148
149
150 151