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AVGO

Name Holding Trade Value Shares
Change 		Change in
Stake
HG
4476
Harbor Group
New Hampshire
$280K -$99.8K -249 -25%
LK
4477
Lumbard & Kellner
New Hampshire
$280K +$297K +740 New
GSF
4478
Grove Street Fiduciary
New Hampshire
$279K -$53.7K -134 -15%
B
4479
BetterWealth
California
$278K – – –
SWM
4480
Shakespeare Wealth Management
Wisconsin
$278K +$13.2K +33 +5%
IWP
4481
IAG Wealth Partners
Wisconsin
$278K -$34.5K -86 -10%
ACA
4482
Adirondack Capital Advisors
New York
$277K -$9.22K -23 -3%
JFG
4483
Juno Financial Group
Virginia
$276K +$293K +731 New
KCM
4484
Kennicott Capital Management
California
$276K – – –
MAM
4485
Marotta Asset Management
Virginia
$275K +$6.42K +16 +2%
HIA
4486
HTG Investment Advisors
Connecticut
$275K -$167K -417 -36%
RWM
4487
Raffa Wealth Management
District of Columbia
$274K +$10.8K +27 +4%
WFS
4488
Widmann Financial Services
Maryland
$274K +$22.1K +55 +8%
BAM
4489
Brave Asset Management
New Jersey
$274K +$291K +725 New
SWM
4490
SK Wealth Management
Rhode Island
$274K +$401 +1 +0.2%
OPF
4491
Old Peak Finance
North Carolina
$273K +$290K +724 New
AC
4492
Annandale Capital
Texas
$273K -$193K -481 -40%
WAG
4493
Wiser Advisor Group
Arizona
$273K -$5.61K -14 -2%
BF
4494
Brogan Financial
Tennessee
$273K +$289K +722 New
HKAM
4495
Horizon Kinetics Asset Management
New York
$273K -$71K -177 -20%
OCM
4496
Osbon Capital Management
Massachusetts
$273K -$401 -1 -0.1%
GW
4497
Graetz Wealth
Michigan
$272K -$46.1K -115 -14%
PPWM
4498
PFG Private Wealth Management
Florida
$272K +$289K +720 New
CIA
4499
Cladis Investment Advisory
Montana
$272K – – –
CDWM
4500
Campbell Deegan Wealth Management
Virginia
$272K +$15.2K +38 +6%
178 179
180
181 182