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AVGO

Name Holding Trade Value Shares
Change 		Change in
Stake
PS
4251
Portfolio Strategies
New York
$297K -$8.55K -26 -3%
WFPG
4252
Waller Financial Planning Group
Ohio
$295K – – –
AFG
4253
Arkansas Financial Group
Arkansas
$293K – – –
6SA
4254
6th Street Advisors
Alabama
$293K +$312K +947 New
GL
4255
Gerber LLC
Ohio
$293K -$5.26K -16 -2%
ZWA
4256
Zinnia Wealth Advisory
Florida
$292K -$77K -234 -20%
ASCM
4257
Adkins Seale Capital Management
Louisiana
$292K -$14.8K -45 -5%
OF
4258
Outfitter Financial
Maine
$291K +$309K +940 New
EWP
4259
E-Wealth Partners
Minnesota
$291K +$44.8K +136 +17%
SFA
4260
Seneca Financial Advisors
New York
$291K -$29.9K -91 -9%
SR
4261
Swiss Re
Switzerland
$290K – – –
WWWM
4262
White Wing Wealth Management
Texas
$290K +$23.4K +71 +8%
LWMI
4263
Legacy Wealth Management (Idaho)
Idaho
$290K +$45.7K +139 +17%
TA
4264
TPG Advisors
Illinois
$290K +$1.97K +6 +0.6%
GWWM
4265
Great Waters Wealth Management
Minnesota
$289K – – –
PI
4266
Parkside Investments
Illinois
$289K +$658 +2 +0.2%
MCA
4267
Midwest Capital Advisors
Michigan
$289K +$9.87K +30 +3%
SFSG
4268
Sound Financial Strategies Group
Mississippi
$289K +$27K +82 +10%
DWM
4269
Daner Wealth Management
Georgia
$288K -$31.3K -95 -12%
TPWM
4270
Twelve Points Wealth Management
Massachusetts
$288K +$6.58K +20 +2%
DCM
4271
Davis Capital Management
Florida
$287K +$4.28K +13 +1%
PHWA
4272
Petersen Hastings Wealth Advisors
Washington
$287K +$5.59K +17 +2%
PCWA
4273
Pacific Capital Wealth Advisors
California
$286K +$95.4K +290 +46%
PWMA
4274
Pension & Wealth Management Advisors
Massachusetts
$286K -$98.4K -299 -24%
IDA
4275
Intelligence Driven Advisers
California
$286K -$415K -1,261 -58%
169 170
171
172 173