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AVGO

Name Holding Trade Value Shares
Change 		Change in
Stake
WAP
4076
Wealth Analytics Partners
California
$368K +$18.1K +55 +5%
SM
4077
Sweeney & Michel
California
$368K +$658 +2 +0.2%
LC
4078
Lavelle Capital
California
$367K – – –
AWMI
4079
Aegis Wealth Management (Iowa)
Iowa
$366K +$389K +1,181 New
ANB
4080
Amarillo National Bank
Texas
$365K +$54.6K +166 +16%
CSF
4081
Capital Squared Financial
Maryland
$363K -$34.5K -105 -8%
OWM
4082
OneAscent Wealth Management
Alabama
$363K +$28.6K +87 +8%
2L
4083
25 LLC
Missouri
$363K +$91.8K +279 +31%
HAC
4084
Harbor Advisory Corp
New Hampshire
$362K -$66.1K -201 -15%
IWA
4085
Inspirion Wealth Advisors
Illinois
$361K -$26.7K -81 -6%
CD
4086
Capital Developers
North Carolina
$361K – – –
GCM
4087
G2 Capital Management
Ohio
$361K +$1.97K +6 +0.5%
HGA
4088
Hobbs Group Advisors
South Carolina
$359K +$56.6K +172 +17%
WIM
4089
Waycross Investment Management
Washington
$359K – – –
CWMA
4090
Capstone Wealth Management (Alabama)
Alabama
$359K +$1.65K +5 +0.4%
GSAM
4091
Grant Street Asset Management
Pennsylvania
$359K +$16.8K +51 +5%
SFG
4092
Southern Financial Group
Alabama
$358K +$19.1K +58 +5%
SWM
4093
Sterling Wealth Management
Illinois
$358K +$381K +1,157 New
FUBT
4094
First United Bank & Trust
Maryland
$358K -$1.32K -4 -0.3%
MO
4095
McMillan Office
Michigan
$357K +$51K +155 +16%
BFA
4096
Benedict Financial Advisors
Georgia
$357K +$10.2K +31 +3%
DCM
4097
Driehaus Capital Management
Illinois
$357K -$703K -2,137 -65%
FPGK
4098
Financial Partners Group (Kansas)
Kansas
$357K +$3.95K +12 +1%
T
4099
Tableaux
Massachusetts
$356K +$31.6K +96 +9%
CWM
4100
Clearview Wealth Management
California
$356K +$379K +1,151 New
162 163
164
165 166