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AVGO

Name Holding Trade Value Shares
Change 		Change in
Stake
PSCM
2051
Per Stirling Capital Management
Texas
$625K +$10.4K +110 +2%
CWM
2052
Circle Wealth Management
New Jersey
$624K -$148K -1,560 -22%
ADIM
2053
Alpha DNA Investment Management
Maryland
$623K +$165K +1,740 +45%
EFG
2054
Ethos Financial Group
Pennsylvania
$622K -$46.4K -490 -8%
SIG
2055
Sargent Investment Group
Maryland
$622K +$8.52K +90 +2%
SPWM
2056
Spartan Planning & Wealth Management
North Carolina
$622K +$376K +3,970 +248%
SMWM
2057
Silvia McColl Wealth Management
California
$618K -$26.5K -280 -5%
CWM
2058
Cornerstone Wealth Management
Missouri
$618K -$76.7K -810 -13%
IAP
2059
Indie Asset Partners
Indiana
$618K +$947 +10 +0.2%
FA
2060
Faithward Advisors
Pennsylvania
$618K +$73.9K +780 +19%
TWA
2061
Talisman Wealth Advisors
New Jersey
$617K -$19.9K -210 -4%
ITC
2062
Inspire Trust Company
Nevada
$615K +$522K +5,510 New
RT
2063
Rockland Trust
Massachusetts
$614K -$826K -8,720 -61%
AIM
2064
Athena Investment Management
California
$614K +$947 +10 +0.2%
GG
2065
Greenwood Gearhart
Arkansas
$613K – – –
PA
2066
PFW Advisors
Georgia
$613K +$85.2K +900 +20%
HPM
2067
Hoxton Planning & Management
West Virginia
$612K +$23.7K +250 +5%
AGA
2068
Arkos Global Advisors
Texas
$612K +$213K +2,250 +70%
PPWM
2069
Paragon Private Wealth Management
Kentucky
$609K +$131K +1,380 +34%
CFMC
2070
Curbstone Financial Management Corp
New Hampshire
$607K +$515K +5,440 New
CA
2071
Callahan Advisors
Texas
$607K -$188K -1,990 -27%
WTA
2072
Washington Trust Advisors
Massachusetts
$607K +$241K +2,550 +89%
AWM
2073
AllSquare Wealth Management
New York
$606K – – –
OWM
2074
OneAscent Wealth Management
Alabama
$604K +$193K +2,040 +61%
DTC
2075
Davidson Trust Company
Washington
$604K -$42.6K -450 -8%
81 82
83
84 85