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AVGO

Name Holding Trade Value Shares
Change 		Change in
Stake
EWM
4526
Evolution Wealth Management
Florida
$203K +$113K +316 +117%
WWM
4527
Westwood Wealth Management
California
$203K -$14.1M -39,389 -99%
CFS
4528
CGC Financial Services
Oregon
$203K -$50.8K -142 -20%
LWM
4529
Lionshead Wealth Management
New York
$203K +$210K +586 New
PWM
4530
Provident Wealth Management
Tennessee
$202K +$209K +584 New
UFA
4531
Unify Financial Advisors
Florida
$201K +$208K +582 New
RWM
4532
Refined Wealth Management
Utah
$201K +$208K +581 New
RBC
4533
Roble Belko & Company
Pennsylvania
$201K +$107K +299 +106%
FF
4534
Farrow Financial
Vermont
$201K +$207K +580 New
GAM
4535
GEM Asset Management
Michigan
$201K -$53.6K -150 -20%
BFAG
4536
Blackston Financial Advisory Group
Florida
$200K -$39K -109 -16%
LI
4537
LVZ Inc
Michigan
$200K +$207K +578 New
GWSA
4538
Global Wealth Strategies & Associates
Colorado
$194K -$10.7K -30 -5%
RWS
4539
Retirement Wealth Solutions
Wisconsin
$193K – – –
FFA
4540
Frazier Financial Advisors
Ohio
$192K – – –
AP
4541
Aspect Partners
Virginia
$189K +$15K +42 +8%
RF
4542
Robinswood Financial
Washington
$189K +$358 +1 +0.2%
JEST
4543
JTC Employer Solutions Trustee
Jersey
$187K – – –
LFASL
4544
Lugano Financial Advisors SA (LFA)
Switzerland
$186K – – –
QL
4545
Quarry LP
New York
$184K -$13.2K -37 -7%
TPBG
4546
Turning Point Benefit Group
Maryland
$184K +$40.8K +114 +27%
CCMI
4547
Creative Capital Management Investments
California
$183K +$715 +2 +0.4%
MEG
4548
Millstone Evans Group
Colorado
$181K – – –
RA
4549
RiverPark Advisors
New York
$180K -$1.43K -4 -0.8%
AF
4550
Abound Financial
California
$180K +$186K +520 New
180 181
182
183 184