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AVGO

Name Holding Trade Value Shares
Change 		Change in
Stake
CWM
3726
Crowley Wealth Management
Delaware
$172K +$137K +740 New
PP
3727
PrairieView Partners
Minnesota
$169K -$55.3K -299 -29%
TCM
3728
TD Capital Management
Tennessee
$169K +$4.62K +25 +4%
KTC
3729
Kentucky Trust Company
Kentucky
$165K +$132K +713 New
TWD
3730
True Wealth Design
Ohio
$165K +$8.88K +48 +7%
DMKJ
3731
David M. Knott Jr
$165K – – –
RTL
3732
Red Tortoise LLC
Georgia
$164K -$10.4K -56 -7%
VWA
3733
Valued Wealth Advisors
Utah
$163K -$12.4K -67 -9%
PCM
3734
Palouse Capital Management
Washington
$162K – – –
GC
3735
Gibson Capital
Pennsylvania
$156K +$124K +673 New
FIM
3736
FWL Investment Management
Texas
$155K – – –
KFP
3737
Keener Financial Planning
Texas
$153K – – –
IWP
3738
IAG Wealth Partners
Wisconsin
$153K +$25.5K +138 +27%
PCWA
3739
Pacific Capital Wealth Advisors
California
$152K -$3.7K -20 -3%
1L
3740
10Elms LLP
Oklahoma
$151K +$120K +650 New
MEG
3741
Millstone Evans Group
Colorado
$149K +$119K +644 New
KHC
3742
Koesten Hirschmann & Crabtree
Kansas
$148K +$11.1K +60 +10%
CIR
3743
Clear Investment Research
Georgia
$148K +$7.4K +40 +7%
PA
3744
PSI Advisors
Florida
$146K – – –
QL
3745
Quarry LP
New York
$146K -$79.2K -428 -40%
HFS
3746
HBC Financial Services
Washington
$144K – – –
WAG
3747
Wiser Advisor Group
Arizona
$144K +$185 +1 +0.2%
NBT
3748
Northwest Bank & Trust
Iowa
$141K – – –
CMP
3749
Coston McIsaac & Partners
Maine
$140K – – –
ATC
3750
Advantage Trust Company
Kansas
$139K -$27.7K -150 -20%
148 149
150
151 152