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AVGO

Name Holding Trade Value Shares
Change 		Change in
Stake
PCMF
4251
Private Capital Management (Florida)
Florida
$304K – – –
LWM
4252
Lifetime Wealth Management
Texas
$304K +$314K +877 New
MWP
4253
Meredith Wealth Planning
Illinois
$304K +$40.4K +113 +15%
NWWA
4254
New Wave Wealth Advisors
Arkansas
$302K +$313K +874 New
TWD
4255
True Wealth Design
Ohio
$302K -$62.9K -176 -17%
SP
4256
Sequent Planning
Nebraska
$302K +$58.6K +164 +23%
IWS
4257
Integrity Wealth Solutions
Colorado
$302K +$358 +1 +0.1%
AEPWM
4258
Atlantic Edge Private Wealth Management
Florida
$300K – – –
LIP
4259
Lynch Investment Planning
Pennsylvania
$300K +$310K +868 New
WWWM
4260
White Wing Wealth Management
Texas
$300K +$22.2K +62 +8%
GSF
4261
Grove Street Fiduciary
New Hampshire
$300K – – –
SI
4262
Stirlingshire Investments
New York
$299K +$309K +864 New
SIM
4263
Sims Investment Management
Ohio
$299K -$20K -56 -6%
CICI
4264
Capital Investment Counsel Inc
North Carolina
$298K – – –
AWA
4265
Arbor Wealth Advisors
Michigan
$298K -$10.7K -30 -3%
SRCM
4266
Signature Resources Capital Management
California
$297K +$42.2K +118 +16%
PF
4267
Prota Financial
Texas
$297K +$306K +857 New
EMAM
4268
Encompass More Asset Management
California
$296K +$25.7K +72 +9%
SF
4269
Seros Financial
Arizona
$296K +$30.4K +85 +11%
HWA
4270
Heritage Wealth Architects
Minnesota
$295K +$330K +923 New
CL
4271
CVFG LLC
Indiana
$295K +$80.5K +225 +36%
W
4272
WealthCollab
Washington
$295K +$3.58K +10 +1%
SFSG
4273
Sound Financial Strategies Group
Mississippi
$295K +$304K +851 New
SC
4274
Shearwater Capital
Colorado
$294K – – –
AWA
4275
Ark Wealth Advisors
California
$292K +$302K +845 New
169 170
171
172 173