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AVGO

Name Holding Trade Value Shares
Change 		Change in
Stake
SIC
2051
Samalin Investment Counsel
New York
$628K +$31.2K +330 +6%
PSCM
2052
Per Stirling Capital Management
Texas
$625K +$10.4K +110 +2%
CWM
2053
Circle Wealth Management
New Jersey
$624K -$148K -1,560 -22%
ADIM
2054
Alpha DNA Investment Management
Maryland
$623K +$165K +1,740 +45%
EFG
2055
Ethos Financial Group
Pennsylvania
$622K -$46.4K -490 -8%
SIG
2056
Sargent Investment Group
Maryland
$622K +$8.52K +90 +2%
SPWM
2057
Spartan Planning & Wealth Management
North Carolina
$622K +$376K +3,970 +248%
SMWM
2058
Silvia McColl Wealth Management
California
$618K -$26.5K -280 -5%
CWM
2059
Cornerstone Wealth Management
Missouri
$618K -$76.7K -810 -13%
IAP
2060
Indie Asset Partners
Indiana
$618K +$947 +10 +0.2%
FA
2061
Faithward Advisors
Pennsylvania
$618K +$73.9K +780 +19%
TWA
2062
Talisman Wealth Advisors
New Jersey
$617K -$19.9K -210 -4%
ITC
2063
Inspire Trust Company
Nevada
$615K +$522K +5,510 New
RT
2064
Rockland Trust
Massachusetts
$614K -$826K -8,720 -61%
AIM
2065
Athena Investment Management
California
$614K +$947 +10 +0.2%
GG
2066
Greenwood Gearhart
Arkansas
$613K – – –
PA
2067
PFW Advisors
Georgia
$613K +$85.2K +900 +20%
HPM
2068
Hoxton Planning & Management
West Virginia
$612K +$23.7K +250 +5%
AGA
2069
Arkos Global Advisors
Texas
$612K +$213K +2,250 +70%
PPWM
2070
Paragon Private Wealth Management
Kentucky
$609K +$131K +1,380 +34%
CFMC
2071
Curbstone Financial Management Corp
New Hampshire
$607K +$515K +5,440 New
CA
2072
Callahan Advisors
Texas
$607K -$188K -1,990 -27%
WTA
2073
Washington Trust Advisors
Massachusetts
$607K +$241K +2,550 +89%
AWM
2074
AllSquare Wealth Management
New York
$606K – – –
OWM
2075
OneAscent Wealth Management
Alabama
$604K +$193K +2,040 +61%
81 82
83
84 85