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AVGO

Name Holding Trade Value Shares
Change 		Change in
Stake
FWM
4051
FMB Wealth Management
California
$379K -$333K -1,013 -45%
BWM
4052
Braeburn Wealth Management
Michigan
$379K +$14.1K +43 +4%
MCM
4053
McRae Capital Management
New Jersey
$378K – – –
HWA
4054
Heritage Wealth Architects
Minnesota
$377K -$8.88K -27 -3%
VH
4055
Visionary Horizons
Tennessee
$377K -$715K -2,174 -64%
W
4056
WorthPointe
California
$376K -$125K -380 -24%
DI
4057
Disciplined Investments
Oklahoma
$376K +$400K +1,215 New
TF
4058
Tudor Financial
Ohio
$375K +$329 +1 +0.1%
FCFC
4059
First Citizens Financial Corp
Iowa
$375K -$31.3K -95 -7%
BFP
4060
Beacon Financial Planning
Massachusetts
$375K +$398K +1,210 New
PWM
4061
Partners Wealth Management
California
$374K -$56.9K -173 -13%
BWA
4062
BlueChip Wealth Advisors
Georgia
$373K -$49.4K -150 -11%
AC
4063
Annandale Capital
Texas
$373K +$9.54K +29 +2%
SFG
4064
Strive Financial Group
Indiana
$373K +$28.6K +87 +8%
PWC
4065
Pathfinder Wealth Consulting
North Carolina
$373K -$80.3K -244 -17%
TFP
4066
TrueWealth Financial Partners
Washington
$372K +$396K +1,203 New
MM
4067
MQS Management
New York
$372K +$82.9K +252 +27%
PIA
4068
Polaris Investment Advisors
Massachusetts
$371K – – –
MPW
4069
Magnolia Private Wealth
Pennsylvania
$371K +$49.4K +150 +14%
BCM
4070
Bayesian Capital Management
New York
$371K +$395K +1,200 New
FS
4071
Financial Symmetry
North Carolina
$371K +$17.8K +54 +6%
PWS
4072
Pursuit Wealth Strategies
North Carolina
$370K +$84.6K +257 +27%
DFG
4073
Dupree Financial Group
Kentucky
$370K +$45.4K +138 +13%
BI
4074
Ballast Inc
Kentucky
$370K – – –
GWA
4075
Gutierrez Wealth Advisory
Arkansas
$369K -$35.9K -109 -8%
161 162
163
164 165