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AVGO

Name Holding Trade Value Shares
Change 		Change in
Stake
TPWM
4251
Twelve Points Wealth Management
Massachusetts
$288K +$6.58K +20 +2%
DCM
4252
Davis Capital Management
Florida
$287K +$4.28K +13 +1%
PHWA
4253
Petersen Hastings Wealth Advisors
Washington
$287K +$5.59K +17 +2%
PCWA
4254
Pacific Capital Wealth Advisors
California
$286K +$95.4K +290 +46%
PWMA
4255
Pension & Wealth Management Advisors
Massachusetts
$286K -$98.4K -299 -24%
IDA
4256
Intelligence Driven Advisers
California
$286K -$415K -1,261 -58%
MIM
4257
Marshall Investment Management
Colorado
$285K +$29K +88 +11%
AWM
4258
Absher Wealth Management
North Carolina
$285K – – –
LFWA
4259
LiftPoint Family Wealth Advisors
New Jersey
$284K +$44.4K +135 +17%
DG
4260
DMC Group
Alabama
$284K +$302K +918 New
WC
4261
Wexford Capital
Florida
$284K +$67.8K +206 +29%
MGAM
4262
McGowan Group Asset Management
Texas
$282K +$24.7K +75 +9%
TNAM
4263
Terra Nova Asset Management
New York
$282K +$300K +912 New
WG
4264
Winton Group
United Kingdom
$282K -$13.4M -40,699 -98%
BDF
4265
Black Diamond Financial
Maryland
$282K -$8.55K -26 -3%
PPWM
4266
Perissos Private Wealth Management
Oklahoma
$282K +$329 +1 +0.1%
RS
4267
Retirement Solution
Washington
$282K +$87.2K +265 +41%
MWP
4268
Momentum Wealth Planning
Florida
$281K -$2.45M -7,446 -89%
WCM
4269
Wealthcare Capital Management
Virginia
$281K -$82.9K -252 -22%
DSCM
4270
Del-Sette Capital Management
New York
$281K – – –
AWA
4271
Ark Wealth Advisors
California
$280K +$19.7K +60 +7%
PWA
4272
Peterson Wealth Advisors
Utah
$280K -$6.91K -21 -2%
BGAI
4273
Bruce G. Allen Investments
Colorado
$280K -$13.8K -42 -4%
CCM
4274
Connective Capital Management
California
$280K +$297K +904 New
MF
4275
Meridian Financial
Massachusetts
$279K -$13.2K -40 -4%
169 170
171
172 173