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AVGO

Name Holding Trade Value Shares
Change 		Change in
Stake
CW
4326
Curio Wealth
Maryland
$356K +$358K +892 +1,749%
EWP
4327
E-Wealth Partners
Minnesota
$355K – – –
OF
4328
Outfitter Financial
Maine
$355K – – –
MLIC
4329
Mandatum Life Insurance Company
Finland
$355K +$56.1K +140 +18%
PHWA
4330
Petersen Hastings Wealth Advisors
Washington
$354K +$4.41K +11 +1%
BRIA
4331
Balanced Rock Investment Advisors
Massachusetts
$354K +$63.4K +158 +20%
TA
4332
TPG Advisors
Illinois
$354K – – –
PI
4333
Parkside Investments
Illinois
$353K +$401 +1 +0.1%
RRMM
4334
Regatta Research & Money Management
Louisiana
$353K +$375K +936 New
CICI
4335
Capital Investment Counsel Inc
North Carolina
$352K +$28.1K +70 +8%
FWP
4336
Fiduciary Wealth Partners
Massachusetts
$352K +$27.3K +68 +8%
TPWM
4337
Twelve Points Wealth Management
Massachusetts
$351K – – –
PCWA
4338
Pacific Capital Wealth Advisors
California
$350K – – –
BWMG
4339
Barnes Wealth Management Group
California
$349K -$50.9K -127 -12%
CAG
4340
Compass Advisory Group
New York
$349K +$12.4K +31 +3%
GC
4341
Gibson Capital
Pennsylvania
$348K +$370K +922 New
AWM
4342
Absher Wealth Management
North Carolina
$348K – – –
VBFP
4343
Valtinson Bruner Financial Planning
Minnesota
$347K +$10.4K +26 +3%
CGH
4344
CMG Global Holdings
Texas
$347K +$20.4K +51 +6%
CIM
4345
Corbyn Investment Management
Maryland
$346K -$30.5K -76 -8%
1L
4346
10Elms LLP
Oklahoma
$346K +$54.5K +136 +17%
SIC
4347
Sage Investment Counsel
Tennessee
$346K -$30.1K -75 -8%
SFA
4348
Seneca Financial Advisors
New York
$345K -$10K -25 -3%
ZWA
4349
Zinnia Wealth Advisory
Florida
$345K -$12K -30 -3%
BOM
4350
Bank of Marin
California
$345K -$158K -393 -30%
172 173
174
175 176