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Broadcom
AVGO

Name Holding Trade Value Shares
Change 		Change in
Stake
MLFP
2951
MPS Loria Financial Planners
Illinois
$312K +$27.4K +171 +10%
CFGA
2952
Cambridge Financial Group (Arizona)
Arizona
$312K -$6.25K -39 -2%
SWM
2953
Sendero Wealth Management
Texas
$312K – – –
WFP
2954
Wrenne Financial Planning
Kentucky
$311K – – –
P8IP
2955
Pier 88 Investment Partners
California
$311K -$1.67M -10,400 -85%
VPWA
2956
Vestia Personal Wealth Advisors
Indiana
$310K -$34K -212 -11%
BA
2957
Bluesphere Advisors
Pennsylvania
$310K +$288K +1,795 New
BMCM
2958
Burns Matteson Capital Management
New York
$309K +$55K +343 +24%
WF
2959
WoodTrust Financial
Wisconsin
$309K +$4.81K +30 +2%
WAM
2960
WNY Asset Management
New York
$309K -$143K -890 -33%
MM
2961
Meridian Management
Arkansas
$308K +$5.77K +36 +2%
ICM
2962
Intrepid Capital Management
Florida
$307K +$38.8K +242 +16%
MLM
2963
Mount Lucas Management
Pennsylvania
$307K +$6.73K +42 +2%
JA
2964
JVL Associates
Michigan
$307K +$33.8K +211 +13%
PPH
2965
Pure Portfolios Holdings
Oregon
$307K +$285K +1,779 New
TWP
2966
Tower Wealth Partners
Pennsylvania
$307K +$12.7K +79 +5%
BWM
2967
Baron Wealth Management
Michigan
$306K +$24.5K +153 +9%
PWA
2968
Physician Wealth Advisors
Utah
$306K -$2.15M -13,442 -89%
TS
2969
Tamar Securities
California
$306K +$284K +1,773 New
HBWM
2970
Hollow Brook Wealth Management
New York
$305K +$40.1K +250 +16%
JHCP
2971
Jackson Hole Capital Partners
Oklahoma
$305K +$284K +1,770 New
MCM
2972
Maple Capital Management
Vermont
$304K -$50.8K -317 -15%
FFG
2973
Frisch Financial Group
New York
$304K +$24K +150 +9%
PI
2974
Parkside Investments
Illinois
$304K +$321 +2 +0.1%
CHA
2975
Carmichael Hill & Associates
Maryland
$304K -$12.7K -79 -4%
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119
120 121