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AVGO

Name Holding Trade Value Shares
Change 		Change in
Stake
PIFP
3751
Partners in Financial Planning
Virginia
$367K -$106K -346 -24%
CC
3752
Capstone Capital
Nevada
$367K +$1.23K +4 +0.4%
MWM
3753
Mascoma Wealth Management
New Hampshire
$366K -$96.6K -315 -22%
WAM
3754
WFA Asset Management
Wisconsin
$366K +$585K +1,908 +900%
CCP
3755
Carmel Capital Partners
California
$364K -$33.7K -110 -9%
PCM
3756
Poehling Capital Management
Wisconsin
$364K – – –
GPW
3757
Gray Private Wealth
Massachusetts
$363K – – –
HFF
3758
Halter Ferguson Financial
Indiana
$363K – – –
ACM
3759
Absolute Capital Management
Pennsylvania
$363K +$23.3K +76 +7%
IF
3760
Integrity Financial
Wyoming
$363K +$40.2K +131 +14%
MCM
3761
Mainstay Capital Management
Michigan
$363K +$337K +1,100 New
JE
3762
JMAC Enterprises
Pennsylvania
$363K – – –
PWMA
3763
Pension & Wealth Management Advisors
Massachusetts
$362K +$73.9K +241 +28%
WAL
3764
W Advisors LLC
Tennessee
$361K +$16K +52 +5%
LFGO
3765
Legacy Financial Group (Oklahoma)
Oklahoma
$360K – – –
FCMT
3766
Founders Capital Management (Texas)
Texas
$360K +$271K +882 +420%
HSG
3767
Helen Stephens Group
Texas
$360K – – –
PCMK
3768
Paragon Capital Management (Kansas)
Kansas
$360K -$15.3K -50 -4%
MWM
3769
Massachusetts Wealth Management
Massachusetts
$360K – – –
HB
3770
Horizon Bancorp
Indiana
$358K -$2.02M -6,588 -86%
TCOK
3771
Trust Company of Kansas
Kansas
$358K – – –
CWMA
3772
Capstone Wealth Management (Alabama)
Alabama
$358K – – –
PWA
3773
Peterson Wealth Advisors
Utah
$357K -$10.1K -33 -3%
ASG
3774
Ariston Services Group
California
$357K -$40.8K -133 -11%
VEA
3775
Virtus ETF Advisers
New York
$356K -$67.5K -220 -17%
149 150
151
152 153