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AVGO

Name Holding Trade Value Shares
Change 		Change in
Stake
AGM
3726
Alpine Global Management
New York
$753K +$800K +1,994 New
PAS
3727
Professional Advisory Services
Florida
$750K +$796K +1,985 New
4A
3728
4Wealth Advisors
Illinois
$746K -$87.8K -219 -10%
PCM
3729
Pennsylvania Capital Management
Pennsylvania
$746K -$114K -285 -13%
MSWM
3730
Master's Wealth Management
Pennsylvania
$745K +$81.4K +203 +11%
OBWA
3731
Oak Barrel Wealth Advisory
Virginia
$743K +$789K +1,968 New
EAM
3732
Everstar Asset Management
North Carolina
$743K +$789K +1,968 New
GHI
3733
Gross & Hartman Investments
Pennsylvania
$743K -$52.1K -130 -6%
BM
3734
Brandywine Managers
Delaware
$743K – – –
HFS
3735
Hoge Financial Services
Pennsylvania
$742K +$21.3K +53 +3%
AW
3736
Avion Wealth
Texas
$742K +$80.6K +201 +11%
FCM
3737
Fieldview Capital Management
Michigan
$741K +$472K +1,176 +150%
AAM
3738
Austin Asset Management
Texas
$740K +$522K +1,302 +198%
SHFC
3739
Safe Harbor Family Capital
North Carolina
$740K -$51.7K -129 -6%
6SA
3740
6th Street Advisors
Alabama
$738K +$404K +1,007 +106%
DF
3741
Daviman Financial
Indiana
$738K -$10K -25 -1%
PCM
3742
Pointe Capital Management
Michigan
$738K +$137K +341 +21%
EWM
3743
Endowment Wealth Management
Wisconsin
$736K +$269K +670 +52%
GGA
3744
Granite Group Advisors
Connecticut
$736K +$53.3K +133 +7%
CPCM
3745
Cardinal Point Capital Management
Ontario, Canada
$736K -$35.7K -89 -4%
AIMC
3746
Alley Investment Management Company
Illinois
$735K -$15.6K -39 -2%
RCA
3747
Runnymede Capital Advisors
Ohio
$733K – – –
MFS
3748
McNamara Financial Services
Massachusetts
$732K – – –
AA
3749
Aire Advisors
California
$729K +$22.1K +55 +3%
PWS
3750
Peloton Wealth Strategists
Indiana
$728K +$773K +1,927 New
148 149
150
151 152