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Broadcom
AVGO

Name Holding Trade Value Shares
Change 		Change in
Stake
CWM
2751
Cherrydale Wealth Management
New Jersey
$645K -$65.6K -310 -7%
WF
2752
WoodTrust Financial
Wisconsin
$645K +$434K +2,049 +113%
FZCM
2753
Flynn Zito Capital Management
New York
$645K +$32K +151 +4%
RPGK
2754
Retirement Planning Group (Kansas)
Kansas
$643K +$338K +1,598 +71%
APW
2755
Aurora Private Wealth
New Jersey
$641K +$6.35K +30 +0.8%
LWM
2756
LJI Wealth Management
Indiana
$641K -$21K -99 -3%
WIA
2757
Wetzel Investment Advisors
Indiana
$640K -$18.2K -86 -2%
LI
2758
LifeWealth Investments
Florida
$639K +$94.6K +447 +13%
CWP
2759
Clark Wealth Partners
Illinois
$638K +$190K +898 +31%
NCTC
2760
New Covenant Trust Company
Indiana
$637K -$2.33K -11 -0.3%
OWA
2761
ORBA Wealth Advisors
Illinois
$636K – – –
CA
2762
Callahan Advisors
Texas
$635K -$135K -637 -14%
FWTB
2763
First Western Trust Bank
Colorado
$634K +$105K +494 +15%
EMFAT
2764
Emerald Mutual Fund Advisers Trust
Pennsylvania
$633K +$33.7K +159 +4%
TC
2765
Tejara Capital
United Kingdom
$631K – – –
FWP
2766
Firethorn Wealth Partners
Georgia
$630K +$217K +1,023 +37%
DW30
2767
Drucker Wealth 3.0
New Jersey
$630K +$296K +1,400 +59%
CPRC
2768
Consolidated Portfolio Review Corp
New York
$630K +$43.6K +206 +6%
PCMC
2769
Paragon Capital Management (Colorado)
Colorado
$629K +$795K +3,754 New
KBFS
2770
Kohmann Bosshard Financial Services
Ohio
$628K +$2.96K +14 +0.4%
HWM
2771
Hemington Wealth Management
Virginia
$626K +$35.3K +167 +5%
SIA
2772
SkyView Investment Advisors
New Jersey
$626K +$72K +340 +10%
AFA
2773
Allium Financial Advisors
Oregon
$625K +$790K +3,734 New
WIM
2774
Warwick Investment Management
Texas
$622K +$115K +543 +17%
WR
2775
WD Rutherford
Oregon
$621K +$734K +3,468 New
109 110
111
112 113