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AVGO

Name Holding Trade Value Shares
Change 		Change in
Stake
WAL
4251
W Advisors LLC
Tennessee
$297K -$29.9K -91 -9%
PS
4252
Portfolio Strategies
New York
$297K -$8.55K -26 -3%
WFPG
4253
Waller Financial Planning Group
Ohio
$295K – – –
AFG
4254
Arkansas Financial Group
Arkansas
$293K – – –
6SA
4255
6th Street Advisors
Alabama
$293K +$312K +947 New
GL
4256
Gerber LLC
Ohio
$293K -$5.26K -16 -2%
ZWA
4257
Zinnia Wealth Advisory
Florida
$292K -$77K -234 -20%
ASCM
4258
Adkins Seale Capital Management
Louisiana
$292K -$14.8K -45 -5%
OF
4259
Outfitter Financial
Maine
$291K +$309K +940 New
EWP
4260
E-Wealth Partners
Minnesota
$291K +$44.8K +136 +17%
SFA
4261
Seneca Financial Advisors
New York
$291K -$29.9K -91 -9%
SR
4262
Swiss Re
Switzerland
$290K – – –
WWWM
4263
White Wing Wealth Management
Texas
$290K +$23.4K +71 +8%
LWMI
4264
Legacy Wealth Management (Idaho)
Idaho
$290K +$45.7K +139 +17%
TA
4265
TPG Advisors
Illinois
$290K +$1.97K +6 +0.6%
GWWM
4266
Great Waters Wealth Management
Minnesota
$289K – – –
PI
4267
Parkside Investments
Illinois
$289K +$658 +2 +0.2%
MCA
4268
Midwest Capital Advisors
Michigan
$289K +$9.87K +30 +3%
SFSG
4269
Sound Financial Strategies Group
Mississippi
$289K +$27K +82 +10%
DWM
4270
Daner Wealth Management
Georgia
$288K -$31.3K -95 -12%
TPWM
4271
Twelve Points Wealth Management
Massachusetts
$288K +$6.58K +20 +2%
DCM
4272
Davis Capital Management
Florida
$287K +$4.28K +13 +1%
PHWA
4273
Petersen Hastings Wealth Advisors
Washington
$287K +$5.59K +17 +2%
PCWA
4274
Pacific Capital Wealth Advisors
California
$286K +$95.4K +290 +46%
PWMA
4275
Pension & Wealth Management Advisors
Massachusetts
$286K -$98.4K -299 -24%
169 170
171
172 173