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AVGO

Name Holding Trade Value Shares
Change 		Change in
Stake
LWM
4001
Lakeridge Wealth Management
Ohio
$409K +$20.1K +61 +5%
BWM
4002
Brickley Wealth Management
California
$408K +$1.65K +5 +0.4%
WAM
4003
Westport Asset Management
Connecticut
$406K – – –
SP
4004
Successful Portfolios
Florida
$405K – – –
CMBA
4005
C.M. Bidwell & Associates
Hawaii
$405K +$431K +1,309 New
BCM
4006
Brookmont Capital Management
Texas
$405K -$31.6K -96 -7%
WIC
4007
Whitegate Investment Counselors
New Hampshire
$404K +$987 +3 +0.2%
PRTG
4008
Post Resch Tallon Group
New York
$404K -$2.96K -9 -0.7%
BOM
4009
Bank of Marin
California
$404K +$83.9K +255 +24%
GF
4010
Goodman Financial
Texas
$404K +$987 +3 +0.2%
TW
4011
Towerpoint Wealth
California
$403K -$2.96K -9 -0.7%
AWMG
4012
Alliance Wealth Management Group
New Jersey
$402K +$16.5K +50 +4%
FFG
4013
Foundry Financial Group
New Hampshire
$401K +$30.9K +94 +8%
CFM
4014
Cornerstone Financial Management
Massachusetts
$401K +$22K +67 +5%
HWM
4015
HRC Wealth Management
Idaho
$400K -$9.54K -29 -2%
MA
4016
Macro Advisors
Pennsylvania
$399K +$424K +1,289 New
TWP
4017
Tempus Wealth Planning
California
$399K +$43.4K +132 +11%
MWM
4018
MOR Wealth Management
Pennsylvania
$396K +$422K +1,281 New
SL
4019
SFM LLC
New Hampshire
$396K +$13.8K +42 +3%
EWM
4020
Endowment Wealth Management
Wisconsin
$395K +$421K +1,278 New
RWP
4021
Ridgeline Wealth Planning
Ohio
$395K +$16.5K +50 +4%
IF
4022
IRON Financial
Illinois
$395K +$216K +656 +106%
CFG
4023
Chapman Financial Group
Hawaii
$394K – – –
FPB
4024
First PREMIER Bank
South Dakota
$394K – – –
VPF
4025
Vantage Point Financial
Illinois
$393K -$45.7K -139 -10%
159 160
161
162 163