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Broadcom
AVGO

Name Holding Trade Value Shares
Change 		Change in
Stake
SFWC
3101
Strategic Family Wealth Counselors
New Jersey
$645K +$35.4K +163 +7%
MPW
3102
MA Private Wealth
California
$645K – – –
MSCM
3103
McElhenny Sheffield Capital Management
Texas
$645K +$2.82K +13 +0.6%
DI
3104
Disciplined Investors
Texas
$644K +$11.5K +53 +2%
MAMG
3105
Milestone Asset Management Group
Connecticut
$644K -$38.2K -176 -7%
HKIMG
3106
Hutchens & Kramer Investment Management Group
Indiana
$643K +$120K +551 +29%
BFF
3107
Byrne Financial Freedom
Massachusetts
$643K +$59.1K +272 +13%
CCA
3108
Cottonwood Capital Advisors
Utah
$642K -$78.4K -361 -13%
RP
3109
Riverwater Partners
Wisconsin
$641K +$61.5K +283 +14%
KFA
3110
Kelleher Financial Advisors
New York
$641K +$212K +975 +72%
GF
3111
GGM Financials
Ohio
$638K +$1.95K +9 +0.4%
CG
3112
Cynosure Group
Utah
$638K -$23K -106 -4%
AIM
3113
AHL Investment Management
Florida
$637K – – –
TCM
3114
Thoma Capital Management
Maryland
$637K – – –
CAGAS
3115
Capital Advisory Group Advisory Services
Minnesota
$636K -$12.4K -57 -2%
HWM
3116
Hobbs Wealth Management
Indiana
$636K +$84.9K +391 +20%
AWA
3117
Alaska Wealth Advisors
Alaska
$635K +$500K +2,302 New
RFP
3118
Roth Financial Partners
Texas
$634K – – –
ICM
3119
Ionic Capital Management
New York
$634K +$499K +2,300 New
AWA
3120
Acorn Wealth Advisors
Michigan
$634K -$46.3K -213 -8%
GRA
3121
Golden Road Advisors
Florida
$633K +$18.5K +85 +4%
CPW
3122
Crestmont Private Wealth
Texas
$632K +$8.47K +39 +2%
BBI
3123
Baxter Bros Inc
Connecticut
$632K -$11.7K -54 -2%
EA
3124
Enclave Advisors
Texas
$631K -$22.1K -102 -4%
CCG
3125
Capital CS Group
California
$631K +$497K +2,290 New
123 124
125
126 127