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AVGO

Name Holding Trade Value Shares
Change 		Change in
Stake
OWA
2076
Outlook Wealth Advisors
Texas
– -$204K -4,210 Closed
BC
2077
Bartlett & Co
Ohio
– -$179K -3,690 Closed
BCWM
2078
Bartlett & Co Wealth Management
Ohio
– -$179K -3,690 Closed
NICM
2079
Neo Ivy Capital Management
New York
– -$113K -3,590 Closed
CDIA
2080
Capital Directions Investment Advisors
Georgia
– -$135K -2,780 Closed
WLPWM
2081
Walled Lake Planning & Wealth Management
Illinois
– -$129K -2,670 Closed
EWA
2082
Evolution Wealth Advisors
Florida
– -$93K -1,920 Closed
KIG
2083
Kowal Investment Group
Wisconsin
– -$92K -1,900 Closed
APWA
2084
Atlas Private Wealth Advisors
New Jersey
– -$62K -1,290 Closed
CI
2085
Cordant Inc
Oregon
– -$53K -1,100 Closed
RTL
2086
Red Tortoise LLC
Georgia
– -$47K -1,060 Closed
LWM
2087
Liberty Wealth Management
California
– -$32K -650 Closed
PWA
2088
Phoenix Wealth Advisors
North Carolina
– -$32K -650 Closed
DOA
2089
D'Orazio & Associates
Virginia
– -$28K -570 Closed
IRC
2090
Investors Research Corp
Georgia
– -$25K -510 Closed
AL
2091
ADE LLC
Maryland
– -$20K -420 Closed
RA
2092
Resolute Advisors
California
– -$18K -380 Closed
HA
2093
Herold Advisors
New York
– -$12K -250 Closed
SFP
2094
Sterling Financial Planning
New Jersey
– -$7K -140 Closed
BMD
2095
Better Money Decisions
New Mexico
– -$5K -100 Closed
RIA
2096
RPG Investment Advisory
California
– -$5K -100 Closed
SQA
2097
Simon Quick Advisors
New Jersey
– -$4K -90 Closed
FCAS
2098
First Command Advisory Services
Texas
– -$2K -50 Closed
CAC
2099
Certified Advisory Corp
Florida
– -$1K -30 Closed
WAM
2100
Wallington Asset Management
Indiana
– -$1K -20 Closed
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