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AVGO

Name Holding Trade Value Shares
Change 		Change in
Stake
KLI
4051
Kelman-Lazarov Inc
Tennessee
$508K +$45.7K +114 +9%
CWM
4052
Carolina Wealth Management
North Carolina
$507K +$538K +1,343 New
TCM
4053
TD Capital Management
Tennessee
$507K -$10.4K -26 -2%
GG
4054
GenWealth Group
New Jersey
$504K -$6.42K -16 -1%
BFA
4055
Brendel Financial Advisors
New Hampshire
$503K -$55.7K -139 -9%
KPPF
4056
Klein Pavlis & Peasley Financial
California
$503K +$534K +1,331 New
CB
4057
Chris Bulman
California
$502K +$118K +294 +28%
CCM
4058
Chiron Capital Management
Florida
$502K -$40.5K -101 -7%
MWM
4059
Momentous Wealth Management
Washington
$502K +$26.5K +66 +5%
NQWM
4060
Northwest Quadrant Wealth Management
Oregon
$502K +$802 +2 +0.2%
UWM
4061
Urban Wealth Management
California
$501K -$20K -50 -4%
BWM
4062
Brickley Wealth Management
California
$501K +$2.41K +6 +0.5%
TWD
4063
True Wealth Design
Ohio
$500K -$10.8K -27 -2%
PCM
4064
Prospera Capital Management
Arizona
$499K +$100K +250 +23%
THL
4065
Tillman Hartley LLC
Colorado
$499K -$340K -847 -39%
AFA
4066
Arlington Financial Advisors
California
$498K +$20.9K +52 +4%
HKIM
4067
Hayek Kallen Investment Management
Alabama
$497K +$198K +495 +60%
WWA
4068
Wingate Wealth Advisors
Massachusetts
$497K -$4.01K -10 -0.8%
HWM
4069
HRC Wealth Management
Idaho
$497K +$8.82K +22 +2%
WAM
4070
Westport Asset Management
Connecticut
$496K – – –
FFG
4071
Foundry Financial Group
New Hampshire
$496K +$6.01K +15 +1%
VW
4072
Veridan Wealth
Oregon
$495K -$35.7K -89 -6%
MO
4073
McMillan Office
Michigan
$495K +$62.1K +155 +13%
MVF
4074
Markin Volterra Fund
New York
$495K +$170K +424 +48%
RRA
4075
Round Rock Advisors
Connecticut
$495K +$175K +437 +50%
161 162
163
164 165