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AVGO

Name Holding Trade Value Shares
Change 		Change in
Stake
UIA
4176
Ulland Investment Advisors
Minnesota
$343K -$8.94K -25 -2%
KWM
4177
KMT Wealth Management
California
$343K – – –
SIC
4178
Sage Investment Counsel
Tennessee
$343K – – –
EFG
4179
Elevated Financial Group
Indiana
$343K +$354K +990 New
VA
4180
Verdad Advisers
Massachusetts
$343K +$354K +990 New
1CP
4181
1015 Capital Partners
Pennsylvania
$342K +$354K +989 New
JBA
4182
Johnson Bixby & Associates
Washington
$342K +$6.44K +18 +2%
HGA
4183
Hobbs Group Advisors
South Carolina
$342K -$60.1K -168 -15%
ASCM
4184
Adkins Seale Capital Management
Louisiana
$342K +$353K +987 New
PS
4185
Portfolio Strategies
New York
$341K +$1.79K +5 +0.5%
FFS
4186
Flavin Financial Services
Florida
$338K +$6.08K +17 +2%
AI
4187
Arrien Investments
Idaho
$337K -$15.4K -43 -4%
WG
4188
Warner Group
Connecticut
$337K +$348K +973 New
MPAM
4189
Murphy Pohlad Asset Management
Minnesota
$336K – – –
MPCL
4190
My Personal CFO LLC
Washington
$334K +$73K +204 +27%
PHWM
4191
Pine Harbor Wealth Management
Maryland
$333K – – –
GL
4192
Gerber LLC
Ohio
$333K – – –
AWP
4193
Accretive Wealth Partners
New Jersey
$333K +$10.7K +30 +3%
AAG
4194
Asset Advisory Group
New Jersey
$333K +$344K +961 New
AWC
4195
Adamsbrown Wealth Consultants
Kansas
$332K +$61.9K +173 +22%
GC
4196
Guidance Capital
Kentucky
$332K -$23.6K -66 -6%
NWP
4197
NerdWallet Wealth Partners
New York
$332K -$1.07K -3 -0.3%
CISOA
4198
Capital Investment Services of America
Wisconsin
$332K – – –
SHJ
4199
Sharkey, Howes & Javer
Colorado
$332K – – –
SM
4200
Sweeney & Michel
California
$332K -$30K -84 -8%
166 167
168
169 170