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Broadcom
AVGO

Name Holding Trade Value Shares
Change 		Change in
Stake
TCWM
3076
Total Clarity Wealth Management
Illinois
$663K +$138K +635 +36%
CWMGO
3077
Capstone Wealth Management Group (Oregon)
Oregon
$662K -$47.3K -218 -8%
MCAI
3078
Members Capital Advisors Inc
Wisconsin
$662K – – –
KNFPWM
3079
Keeler & Nadler Financial Planning & Wealth Management
Ohio
$660K +$2.17K +10 +0.4%
BPW
3080
BLVD Private Wealth
Kentucky
$660K +$520K +2,394 New
WTA
3081
Washington Trust Advisors
Massachusetts
$660K -$20K -92 -4%
AOI
3082
Auto-Owners Insurance
Michigan
$659K -$141M -647,610 -100%
BAWM
3083
Bennett Associates Wealth Management
Pennsylvania
$655K +$118K +542 +30%
HAC
3084
Harbor Advisory Corp
New Hampshire
$653K – – –
LRIA
3085
Leonard Rickey Investment Advisors
Washington
$653K -$29.5K -136 -5%
TCM
3086
Tuttle Capital Management
Connecticut
$651K +$513K +2,361 New
HTIM
3087
Harbour Trust & Investment Management
Indiana
$649K +$37.1K +171 +8%
GMFG
3088
Greater Midwest Financial Group
Minnesota
$649K -$49.5K -228 -9%
WA
3089
WBH Advisory
Maryland
$649K -$76.4K -352 -13%
AGP
3090
Aspire Growth Partners
Florida
$649K -$331K -1,525 -39%
RIP
3091
Reliant Investment Partners
North Carolina
$648K +$511K +2,351 New
CPG
3092
Cornerstone Planning Group
New Jersey
$648K +$4.99K +23 +1%
TA
3093
Tactive Advisors
Florida
$648K +$510K +2,350 New
BW
3094
BostonPremier Wealth
Massachusetts
$648K +$510K +2,350 New
MFS
3095
McNamara Financial Services
Massachusetts
$647K – – –
BFG
3096
Birch Financial Group
New Hampshire
$647K -$215K -990 -30%
BWM
3097
Birchcreek Wealth Management
Ohio
$647K +$12.8K +59 +3%
JGIA
3098
Jackson Grant Investment Advisers
Connecticut
$646K +$13.2K +61 +3%
CG
3099
Clifford Group
Massachusetts
$646K -$27.4K -126 -5%
SFWC
3100
Strategic Family Wealth Counselors
New Jersey
$645K +$35.4K +163 +7%
122 123
124
125 126