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AVGO

Name Holding Trade Value Shares
Change 		Change in
Stake
KWM
4026
KMT Wealth Management
California
– -$230K -990 Closed
SIC
4027
Sage Investment Counsel
Tennessee
– -$230K -990 Closed
SPI
4028
Santori & Peters Inc
Pennsylvania
– -$229K -989 Closed
VBFP
4029
Valtinson Bruner Financial Planning
Minnesota
– -$228K -985 Closed
WCP
4030
Wick Capital Partners
Pennsylvania
– -$227K -980 Closed
BCCM
4031
Bridge Creek Capital Management
Massachusetts
– -$226K -975 Closed
SWM
4032
SFG Wealth Management
Maryland
– -$226K -975 Closed
PCMK
4033
Paragon Capital Management (Kansas)
Kansas
– -$225K -971 Closed
TF
4034
Threadgill Financial
Texas
– -$225K -971 Closed
AL
4035
ADE LLC
Maryland
– -$225K -970 Closed
FSWA
4036
Financial Synergies Wealth Advisors
Texas
– -$225K -970 Closed
SC
4037
Searle & Co
Connecticut
– -$225K -970 Closed
MIS
4038
Morningstar Investment Services
Illinois
– -$225K -968 Closed
MAM
4039
Marotta Asset Management
Virginia
– -$223K -963 Closed
NFC
4040
Northstar Financial Companies
Pennsylvania
– -$223K -963 Closed
TWM
4041
TriaGen Wealth Management
California
– -$223K -962 Closed
AWM
4042
Absher Wealth Management
North Carolina
– -$223K -960 Closed
CISOA
4043
Capital Investment Services of America
Wisconsin
– -$223K -960 Closed
FFS
4044
Flavin Financial Services
Florida
– -$223K -960 Closed
SHJ
4045
Sharkey, Howes & Javer
Colorado
– -$223K -960 Closed
PDM
4046
Penn Davis McFarland
Texas
– -$221K -955 Closed
HP
4047
HT Partners
Connecticut
– -$221K -953 Closed
EC
4048
Eaton-Cambridge
Arizona
– -$220K -950 Closed
AFGAS
4049
Allegiance Financial Group Advisory Services
Virginia
– -$219K -946 Closed
CWA
4050
Clearview Wealth Advisors
Oregon
– -$218K -941 Closed
160 161
162
163 164