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Broadcom
AVGO

Name Holding Trade Value Shares
Change 		Change in
Stake
PHIC
2901
Pine Haven Investment Counsel
Massachusetts
$648K – – –
SWM
2902
Sugarloaf Wealth Management
Georgia
$648K -$4.38M -23,656 -89%
MW
2903
Maia Wealth
Colorado
$647K +$283K +1,532 +92%
MCM
2904
M1 Capital Management
Michigan
$646K +$515K +2,785 New
RA
2905
Riversedge Advisors
Delaware
$645K +$42.9K +232 +9%
FI
2906
Financial Insights
Washington
$645K -$1.38M -7,455 -73%
PTP
2907
Platform Technology Partners
New York
$644K +$44.2K +239 +9%
HCWM
2908
Hidden Cove Wealth Management
Washington
$643K +$513K +2,772 New
AA
2909
Aufman Associates
Pennsylvania
$642K -$27.6K -149 -5%
CWA
2910
Centennial Wealth Advisory
Michigan
$641K +$62K +335 +14%
AFM
2911
Abbot Financial Management
Massachusetts
$641K +$511K +2,764 New
MAM
2912
McLean Asset Management
Virginia
$641K -$2.4K -13 -0.5%
HWA
2913
HMV Wealth Advisors
Louisiana
$640K +$511K +2,762 New
WN
2914
Williams & Novak
California
$639K +$1.11K +6 +0.2%
BLC
2915
Brown, Lisle/Cummings
Rhode Island
$639K +$37.9K +205 +8%
CF
2916
Cyr Financial
Illinois
$638K +$509K +2,753 New
HAFG
2917
Hansen & Associates Financial Group
California
$637K -$27.7K -150 -5%
CPL
2918
CAP Partners LLC
Tennessee
$637K -$3.51K -19 -0.7%
FWP
2919
Firethorn Wealth Partners
Georgia
$635K -$6.66K -36 -1%
OAS
2920
Optivise Advisory Services
Tennessee
$635K -$110K -593 -18%
MPW
2921
Monterey Private Wealth
California
$633K +$65.3K +353 +15%
DFC
2922
DB Fitzpatrick & Co
Idaho
$633K -$801K -4,331 -61%
FA
2923
Fedenia Advisers
Wisconsin
$632K +$504K +2,727 New
RFS
2924
Richardson Financial Services
Massachusetts
$632K +$32.4K +175 +7%
BCG
2925
Breakwater Capital Group
New Jersey
$631K +$1.85K +10 +0.4%
115 116
117
118 119