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AVGO

Name Holding Trade Value Shares
Change 		Change in
Stake
GWM
4151
GSB Wealth Management
Connecticut
$354K +$18.6K +52 +5%
FCM
4152
Fell Capital Management
California
$354K +$365K +1,022 New
RCG
4153
Ridge Creek Global
Ohio
$353K +$365K +1,020 New
DA
4154
Detalus Advisors
Missouri
$353K -$15.4K -43 -4%
SFG
4155
Skyview Financial Group
Florida
$353K +$364K +1,019 New
LBC
4156
Lane Brothers & Co
Arizona
$352K +$364K +1,018 New
WPWM
4157
Windward Private Wealth Management
Kansas
$352K +$364K +1,017 New
CAP
4158
Cordoba Advisory Partners
New York
$352K +$363K +1,015 New
HHMI
4159
Howard Hughes Medical Institute
Maryland
$352K +$1.79K +5 +0.5%
GPA
4160
Garrison Point Advisors
California
$351K – – –
SCM
4161
Spring Capital Management
Texas
$351K – – –
E
4162
Evansbrook
Illinois
$351K +$363K +1,014 New
ANB
4163
Amarillo National Bank
Texas
$350K +$22.2K +62 +7%
CMP
4164
Christine Messmer PC
Pennsylvania
$348K +$360K +1,006 New
BDPWM
4165
Barnes Dennig Private Wealth Management
Ohio
$347K +$59.7K +167 +20%
S
4166
Sachetta
Massachusetts
$346K -$2.25M -6,298 -86%
PCC
4167
Park Circle Company
Maryland
$346K – – –
PF
4168
Penney Financial
Texas
$346K – – –
PM
4169
Phraction Management
Connecticut
$346K – – –
MO
4170
McMillan Office
Michigan
$346K +$358K +1,000 New
BHB
4171
Bank Hapoalim BM
Israel
$345K -$40.8K -114 -10%
CWA
4172
Capital Wealth Alliance
Arizona
$345K +$359K +1,003 New
BIM
4173
Barton Investment Management
Pennsylvania
$344K -$11.4K -32 -3%
MLRA
4174
Main Line Retirement Advisors
Montana
$344K +$28.6K +80 +9%
KPWM
4175
KDK Private Wealth Management
Texas
$344K +$355K +993 New
165 166
167
168 169