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AVGO

Name Holding Trade Value Shares
Change 		Change in
Stake
CFG
2251
Carr Financial Group
Massachusetts
$1.01M +$142K +884 +18%
TWA
2252
TCI Wealth Advisors
Arizona
$1.01M +$77.8K +485 +9%
BW
2253
BIP Wealth
Georgia
$1.01M +$5.45K +34 +0.6%
VEA
2254
Virtus ETF Advisers
New York
$1.01M -$185K -1,151 -16%
BWA
2255
Boulder Wealth Advisors
Colorado
$1.01M -$30.5K -190 -3%
TW
2256
Traveka Wealth
California
$1M +$38.6K +241 +4%
NC
2257
nVerses Capital
Florida
$1M +$609K +3,800 +190%
MHR
2258
Matthew Hamilton Rosenberg
$1M +$9.3K +58 +1%
CTFG
2259
Capstone Triton Financial Group
Oklahoma
$998K +$4.17K +26 +0.5%
PCM
2260
Prelude Capital Management
New York
$997K -$788K -4,918 -46%
PBO
2261
Peoples Bank (Ohio)
Ohio
$997K -$239K -1,491 -21%
WWM
2262
Whalen Wealth Management
Nevada
$997K +$926K +5,778 New
LJAC
2263
L.J. Altfest & Co
New York
$996K +$725K +4,524 +362%
SWP
2264
Summit Wealth Partners
Florida
$995K +$125K +780 +16%
KAS
2265
KPP Advisory Services
Kentucky
$992K +$27.6K +172 +3%
CAS
2266
Coppell Advisory Solutions
Texas
$992K -$93.8K -585 -9%
BCM
2267
BluePointe Capital Management
California
$986K +$962 +6 +0.1%
HIG
2268
Heritage Investment Group
Florida
$978K +$632K +3,941 +228%
ESBC
2269
E.S. Barr & Co
Kentucky
$978K +$11.2K +70 +1%
LWM
2270
Liberty Wealth Management
California
$975K +$50.3K +314 +6%
PCMC
2271
Paragon Capital Management (Colorado)
Colorado
$972K -$361K -2,253 -29%
NICM
2272
Neo Ivy Capital Management
New York
$972K +$904K +5,636 New
BWM
2273
BlackDiamond Wealth Management
New York
$972K -$6.1M -38,046 -87%
CCWM
2274
Cassaday & Co Wealth Management
Virginia
$969K +$333K +2,080 +59%
PW
2275
Paladin Wealth
Minnesota
$967K +$898K +5,604 New
89 90
91
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