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AVGO

Name Holding Trade Value Shares
Change 		Change in
Stake
FS
4301
Financial Symmetry
North Carolina
$289K +$13.2K +37 +5%
WIA
4302
Westbourne Investment Advisors
Maryland
$288K -$51.9K -145 -15%
RC
4303
Rexford Capital
Texas
$288K +$5.36K +15 +2%
NPF
4304
Norris Perne & French
Michigan
$288K +$52.6K +147 +21%
KGP
4305
Keystone Global Partners
Colorado
$288K – – –
PFM
4306
Peak Financial Management
Massachusetts
$286K +$44.7K +125 +18%
CCM
4307
Causeway Capital Management
California
$286K +$296K +827 New
CFA
4308
CWS Financial Advisors
Michigan
$286K – – –
LFG
4309
Lockerman Financial Group
California
$284K -$744K -2,081 -72%
SHFA
4310
SS&H Financial Advisors
Michigan
$284K – – –
Q1WB
4311
Quest 10 Wealth Builders
Virginia
$284K -$9.65K -27 -3%
RWM
4312
Ruedi Wealth Management
Illinois
$283K +$293K +819 New
IWAO
4313
Independence Wealth Advisors (Ohio)
Ohio
$283K +$293K +818 New
HFS
4314
Horizon Financial Services
North Carolina
$282K +$13.2K +37 +5%
VBFP
4315
Valtinson Bruner Financial Planning
Minnesota
$281K – – –
XFP
4316
Xena Financial Planning
Oregon
$281K +$291K +813 New
MP
4317
Moment Partners
California
$281K +$24K +67 +9%
JWM
4318
JDH Wealth Management
California
$280K – – –
SWP
4319
SIMA Wealth Partners
Virginia
$280K – – –
WWM
4320
WT Wealth Management
Arizona
$280K +$4.65K +13 +2%
AW
4321
Ankerstar Wealth
Texas
$280K +$289K +809 New
BSWM
4322
Boston Standard Wealth Management
Massachusetts
$279K +$289K +807 New
DQRIM
4323
Dale Q Rice Investment Management
Washington
$279K – – –
EWP
4324
E-Wealth Partners
Minnesota
$278K +$288K +804 New
EF
4325
Elite Financial
Idaho
$278K +$358 +1 +0.1%
171 172
173
174 175