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AVGO

Name Holding Trade Value Shares
Change 		Change in
Stake
BAG
3926
Bridgewealth Advisory Group
California
$575K +$1.6K +4 +0.3%
AA
3927
Addison Advisors
Vermont
$573K -$1.61M -4,007 -73%
KOMWMG
3928
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$572K -$2.81K -7 -0.5%
HPWM
3929
High Point Wealth Management
New Jersey
$570K – – –
IWS
3930
Intentional Wealth Strategies
Colorado
$570K -$26.5K -66 -4%
NCM
3931
Nelson Capital Management
California
$569K +$8.42K +21 +1%
PF
3932
Parker Financial
Washington
$567K -$20.9K -52 -3%
NA
3933
Note Advisors
New York
$565K – – –
TCM
3934
Towercrest Capital Management
Pennsylvania
$565K -$3.21K -8 -0.5%
GCM
3935
Gallacher Capital Management
Colorado
$564K -$782K -1,951 -57%
BWM
3936
Braeburn Wealth Management
Michigan
$564K +$109K +271 +22%
OE
3937
OFS Enterprise
Nebraska
$561K +$22.1K +55 +4%
CIM
3938
Catalyst Investment Management
New Hampshire
$561K +$73K +182 +14%
SRWM
3939
Shira Ridge Wealth Management
California
$559K +$20.4K +51 +4%
BWP
3940
Barlow Wealth Partners
Kentucky
$559K – – –
ACA
3941
Ascension Capital Advisors
Texas
$558K – – –
ACM
3942
Advance Capital Management
Michigan
$558K +$1.2K +3 +0.2%
IWMO
3943
Integrated Wealth Management (Ohio)
Ohio
$558K +$2.41K +6 +0.4%
RC
3944
Rexford Capital
Texas
$555K +$44.5K +111 +8%
FDDB
3945
Fidelity D&D Bancorp
Pennsylvania
$555K +$233K +580 +65%
CWA
3946
Clarus Wealth Advisors
Arizona
$553K +$22.9K +57 +4%
OPOWM
3947
One Plus One Wealth Management
Florida
$552K – – –
AFA
3948
American Financial Advisors
Georgia
$549K – – –
AWMS
3949
Advocacy Wealth Management Services
Georgia
$549K +$583K +1,453 New
BF
3950
Baring Financial
Washington
$549K -$6.42K -16 -1%
156 157
158
159 160