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AVGO

Name Holding Trade Value Shares
Change 		Change in
Stake
PCI
4526
Planning Center Inc
Illinois
$261K +$401 +1 +0.1%
EMAM
4527
Encompass More Asset Management
California
$261K -$1.57M -3,914 -85%
AFA
4528
Avant Financial Advisors
Texas
$261K +$8.02K +20 +3%
CFP
4529
Curran Financial Partners
South Carolina
$260K +$3.61K +9 +1%
ACM
4530
Alessandra Capital Management
California
$260K – – –
LEFP
4531
Leading Edge Financial Planning
Tennessee
$260K -$12K -30 -4%
CANC
4532
Culbertson A N & Co
Virginia
$260K +$276K +688 New
CCA
4533
Cottonwood Capital Advisors
Utah
$259K -$401 -1 -0.1%
WWM
4534
WT Wealth Management
Arizona
$258K -$56.5K -141 -17%
GFA
4535
Gallagher Fiduciary Advisors
Illinois
$258K +$401 +1 +0.1%
RF
4536
Roxbury Financial
New Jersey
$257K +$401 +1 +0.1%
GVCM
4537
Global View Capital Management
Wisconsin
$257K +$273K +681 New
NWMP
4538
Noble Wealth Management PBC
Colorado
$257K +$8.42K +21 +3%
TFS
4539
truNorth Financial Services
Pennsylvania
$257K -$64.2K -160 -19%
DJFS
4540
Dean Jacobson Financial Services
Texas
$256K – – –
AAMA
4541
Advanced Asset Management Advisors
Ohio
$256K +$271K +677 New
NPFS
4542
Novak & Powell Financial Services
Florida
$256K +$271K +677 New
MIM
4543
Martin Investment Management
Florida
$255K -$50.1K -125 -16%
FD
4544
Financial Designs
California
$255K – – –
BWA
4545
BlueSky Wealth Advisors
North Carolina
$255K -$222K -554 -45%
AA
4546
Advisory Advocates
Michigan
$255K -$170K -424 -39%
SCM
4547
Sollinda Capital Management
Florida
$255K +$270K +674 New
GCM
4548
Gibraltar Capital Management
Oklahoma
$254K +$270K +673 New
6F
4549
626 Financial
Michigan
$254K +$269K +672 New
TIAM2
4550
Tru Independence Asset Management 2
Oregon
$253K +$269K +670 New
180 181
182
183 184