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Broadcom
AVGO

Name Holding Trade Value Shares
Change 		Change in
Stake
MPW
3101
MA Private Wealth
California
$645K – – –
MSCM
3102
McElhenny Sheffield Capital Management
Texas
$645K +$2.82K +13 +0.6%
DI
3103
Disciplined Investors
Texas
$644K +$11.5K +53 +2%
MAMG
3104
Milestone Asset Management Group
Connecticut
$644K -$38.2K -176 -7%
HKIMG
3105
Hutchens & Kramer Investment Management Group
Indiana
$643K +$120K +551 +29%
BFF
3106
Byrne Financial Freedom
Massachusetts
$643K +$59.1K +272 +13%
CCA
3107
Cottonwood Capital Advisors
Utah
$642K -$78.4K -361 -13%
RP
3108
Riverwater Partners
Wisconsin
$641K +$61.5K +283 +14%
KFA
3109
Kelleher Financial Advisors
New York
$641K +$212K +975 +72%
GF
3110
GGM Financials
Ohio
$638K +$1.95K +9 +0.4%
CG
3111
Cynosure Group
Utah
$638K -$23K -106 -4%
AIM
3112
AHL Investment Management
Florida
$637K – – –
TCM
3113
Thoma Capital Management
Maryland
$637K – – –
CAGAS
3114
Capital Advisory Group Advisory Services
Minnesota
$636K -$12.4K -57 -2%
HWM
3115
Hobbs Wealth Management
Indiana
$636K +$84.9K +391 +20%
AWA
3116
Alaska Wealth Advisors
Alaska
$635K +$500K +2,302 New
RFP
3117
Roth Financial Partners
Texas
$634K – – –
ICM
3118
Ionic Capital Management
New York
$634K +$499K +2,300 New
AWA
3119
Acorn Wealth Advisors
Michigan
$634K -$46.3K -213 -8%
GRA
3120
Golden Road Advisors
Florida
$633K +$18.5K +85 +4%
CPW
3121
Crestmont Private Wealth
Texas
$632K +$8.47K +39 +2%
BBI
3122
Baxter Bros Inc
Connecticut
$632K -$11.7K -54 -2%
EA
3123
Enclave Advisors
Texas
$631K -$22.1K -102 -4%
CCG
3124
Capital CS Group
California
$631K +$497K +2,290 New
GKFF
3125
George Kaiser Family Foundation
Oklahoma
$630K +$160K +735 +47%
123 124
125
126 127