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Broadcom
AVGO

Name Holding Trade Value Shares
Change 		Change in
Stake
AIA
3076
Alternative Investment Advisors
Florida
$664K -$19.5K -90 -4%
TCWM
3077
Total Clarity Wealth Management
Illinois
$663K +$138K +635 +36%
CWMGO
3078
Capstone Wealth Management Group (Oregon)
Oregon
$662K -$47.3K -218 -8%
MCAI
3079
Members Capital Advisors Inc
Wisconsin
$662K – – –
KNFPWM
3080
Keeler & Nadler Financial Planning & Wealth Management
Ohio
$660K +$2.17K +10 +0.4%
BPW
3081
BLVD Private Wealth
Kentucky
$660K +$520K +2,394 New
WTA
3082
Washington Trust Advisors
Massachusetts
$660K -$20K -92 -4%
AOI
3083
Auto-Owners Insurance
Michigan
$659K -$141M -647,610 -100%
BAWM
3084
Bennett Associates Wealth Management
Pennsylvania
$655K +$118K +542 +30%
HAC
3085
Harbor Advisory Corp
New Hampshire
$653K – – –
LRIA
3086
Leonard Rickey Investment Advisors
Washington
$653K -$29.5K -136 -5%
TCM
3087
Tuttle Capital Management
Connecticut
$651K +$513K +2,361 New
HTIM
3088
Harbour Trust & Investment Management
Indiana
$649K +$37.1K +171 +8%
GMFG
3089
Greater Midwest Financial Group
Minnesota
$649K -$49.5K -228 -9%
WA
3090
WBH Advisory
Maryland
$649K -$76.4K -352 -13%
AGP
3091
Aspire Growth Partners
Florida
$649K -$331K -1,525 -39%
RIP
3092
Reliant Investment Partners
North Carolina
$648K +$511K +2,351 New
CPG
3093
Cornerstone Planning Group
New Jersey
$648K +$4.99K +23 +1%
TA
3094
Tactive Advisors
Florida
$648K +$510K +2,350 New
BW
3095
BostonPremier Wealth
Massachusetts
$648K +$510K +2,350 New
MFS
3096
McNamara Financial Services
Massachusetts
$647K – – –
BFG
3097
Birch Financial Group
New Hampshire
$647K -$215K -990 -30%
BWM
3098
Birchcreek Wealth Management
Ohio
$647K +$12.8K +59 +3%
JGIA
3099
Jackson Grant Investment Advisers
Connecticut
$646K +$13.2K +61 +3%
CG
3100
Clifford Group
Massachusetts
$646K -$27.4K -126 -5%
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