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AVGO

Name Holding Trade Value Shares
Change 		Change in
Stake
HL
2101
HeadInvest LLC
Maine
$287K +$39.9K +460 +15%
WLPWM
2102
Walled Lake Planning & Wealth Management
Illinois
$287K – – –
JSAM
2103
J. Safra Asset Management
New York
$287K – – –
GSIS
2104
Global Strategic Investment Solutions
Arizona
$287K +$13K +150 +5%
T
2105
TNF
Montana
$285K -$105K -1,210 -27%
WCFA
2106
Walkner Condon Financial Advisors
Wisconsin
$285K +$21.7K +250 +8%
PWM
2107
PRW Wealth Management
Massachusetts
$284K -$9.54K -110 -3%
IPW
2108
Invictus Private Wealth
Colorado
$282K -$19.9K -230 -6%
BFWA
2109
Benchmark Financial Wealth Advisors
Florida
$282K +$10.4K +120 +4%
BAM
2110
Byrne Asset Management
New Jersey
$282K +$2.6K +30 +0.9%
WAM
2111
Weatherly Asset Management
California
$281K – – –
OWM
2112
OneAscent Wealth Management
Alabama
$280K +$292K +3,370 New
CAM
2113
Campion Asset Management
Virginia
$280K – – –
SB
2114
Sunflower Bank
Texas
$280K +$43.3K +500 +17%
EL
2115
EWA LLC
Pennsylvania
$279K +$14.7K +170 +6%
TCA
2116
Trifecta Capital Advisors
Illinois
$278K +$45.9K +530 +19%
AMM
2117
American Money Management
California
$278K +$3.47K +40 +1%
FM
2118
Family Management
New York
$278K -$117K -1,350 -29%
IGGA
2119
Iron Gate Global Advisors
Utah
$278K -$55.5K -640 -16%
PI
2120
Parkside Investments
Illinois
$277K +$1.73K +20 +0.6%
RC
2121
Rovin Capital
Arizona
$276K -$39.9K -460 -12%
FWTB
2122
First Western Trust Bank
Colorado
$275K -$29.5K -340 -9%
B
2123
Bellecapital
Switzerland
$275K +$7.8K +90 +3%
KBFS
2124
Kohmann Bosshard Financial Services
Ohio
$275K +$48.5K +560 +20%
BAM
2125
Bosun Asset Management
Illinois
$274K +$1.73K +20 +0.6%
83 84
85
86 87