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AVGO

Name Holding Trade Value Shares
Change 		Change in
Stake
CWM
3901
Chicago Wealth Management
Illinois
$287K +$267K +869 New
AEPWM
3902
Atlantic Edge Private Wealth Management
Florida
$286K +$12.3K +40 +5%
MM
3903
Meridian Management
Arkansas
$286K – – –
GSF
3904
Grove Street Fiduciary
New Hampshire
$286K – – –
GW
3905
Griffith & Werner
Georgia
$285K +$244K +796 New
CICI
3906
Capital Investment Counsel Inc
North Carolina
$284K +$264K +862 New
PDM
3907
Penn Davis McFarland
Texas
$283K -$29.5K -96 -10%
CGA
3908
Crescent Grove Advisors
Illinois
$283K -$121K -394 -31%
BW
3909
Balance Wealth
Ohio
$281K +$2.76K +9 +1%
AFGAS
3910
Allegiance Financial Group Advisory Services
Virginia
$281K -$81.6K -266 -24%
SC
3911
Shearwater Capital
Colorado
$280K – – –
CCA
3912
Carrera Capital Advisors
Michigan
$280K -$332K -1,083 -56%
DCM
3913
Dimension Capital Management
Florida
$280K -$42.3K -138 -14%
WA
3914
Wealthstar Advisors
Texas
$280K +$17.2K +56 +7%
Q1WB
3915
Quest 10 Wealth Builders
Virginia
$279K -$40.2K -131 -13%
TIM
3916
Total Investment Management
Arizona
$279K -$68.7K -224 -21%
KLI
3917
Kelman-Lazarov Inc
Tennessee
$279K +$27.3K +89 +12%
DQRIM
3918
Dale Q Rice Investment Management
Washington
$278K +$2.15K +7 +0.9%
NAMM
3919
NorthStar Asset Management (Massachusetts)
Massachusetts
$278K +$258K +842 New
W
3920
WealthCollab
Washington
$278K +$40.8K +133 +19%
BWM
3921
Bernard Wealth Management
Michigan
$277K – – –
MFA
3922
Millington Financial Advisors
Illinois
$277K +$18.4K +60 +8%
HOWA
3923
Heritage Oak Wealth Advisors
Florida
$276K +$10.7K +35 +4%
BDPWM
3924
Barnes Dennig Private Wealth Management
Ohio
$276K +$211K +687 +458%
HCP
3925
Holt Capital Partners
Texas
$275K +$256K +835 New
155 156
157
158 159