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AVGO

Name Holding Trade Value Shares
Change 		Change in
Stake
SIM
4276
Sims Investment Management
Ohio
$299K -$20K -56 -6%
CICI
4277
Capital Investment Counsel Inc
North Carolina
$298K – – –
AWA
4278
Arbor Wealth Advisors
Michigan
$298K -$10.7K -30 -3%
SRCM
4279
Signature Resources Capital Management
California
$297K +$42.2K +118 +16%
PF
4280
Prota Financial
Texas
$297K +$306K +857 New
EMAM
4281
Encompass More Asset Management
California
$296K +$25.7K +72 +9%
SF
4282
Seros Financial
Arizona
$296K +$30.4K +85 +11%
HWA
4283
Heritage Wealth Architects
Minnesota
$295K +$330K +923 New
CL
4284
CVFG LLC
Indiana
$295K +$80.5K +225 +36%
W
4285
WealthCollab
Washington
$295K +$3.58K +10 +1%
SFSG
4286
Sound Financial Strategies Group
Mississippi
$295K +$304K +851 New
SC
4287
Shearwater Capital
Colorado
$294K – – –
AWA
4288
Ark Wealth Advisors
California
$292K +$302K +845 New
CAG
4289
Compass Advisory Group
New York
$292K -$133K -371 -31%
NAMM
4290
NorthStar Asset Management (Massachusetts)
Massachusetts
$291K – – –
NWMP
4291
Noble Wealth Management PBC
Colorado
$291K +$14.3K +40 +5%
BWM
4292
Bernard Wealth Management
Michigan
$291K – – –
CHJWM
4293
Carlton Hofferkamp & Jenks Wealth Management
Texas
$290K -$715 -2 -0.2%
MGAM
4294
McGowan Group Asset Management
Texas
$290K +$50.1K +140 +20%
AFG
4295
Arkansas Financial Group
Arkansas
$290K +$17.9K +50 +6%
PWA
4296
Provenance Wealth Advisors
Florida
$289K -$358K -1,000 -54%
MPW
4297
MGO Private Wealth
California
$289K -$26.8K -75 -8%
CNB
4298
Camden National Bank
Maine
$289K +$15.7K +44 +6%
BW
4299
Balance Wealth
Ohio
$289K -$5.72K -16 -2%
MIM
4300
Marshall Investment Management
Colorado
$289K +$32.2K +90 +12%
170 171
172
173 174