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Broadcom
AVGO

Name Holding Trade Value Shares
Change 		Change in
Stake
PFA
3126
Pettinga Financial Advisors
Indiana
$867K -$16.9K -55 -2%
BTWM
3127
Brass Tax Wealth Management
Ohio
$865K +$160K +521 +25%
FHC
3128
First Heartland Consultants
Missouri
$864K +$19K +62 +2%
KFA
3129
Kelleher Financial Advisors
New York
$863K +$89K +290 +12%
SL
3130
Sentry LLC
Tennessee
$860K – – –
OQS
3131
Occudo Quantitative Strategies
Florida
$860K +$800K +2,607 New
BWS
3132
Broadway Wealth Solutions
Texas
$859K -$115K -375 -13%
LRIA
3133
Leonard Rickey Investment Advisors
Washington
$859K +$71.8K +234 +10%
V
3134
ViaWealth
Kansas
$853K -$16.3K -53 -2%
EIP
3135
Ellis Investment Partners
Pennsylvania
$853K -$23.9K -78 -3%
FGWP
3136
Founders Grove Wealth Partners
Virginia
$852K +$178K +580 +29%
HKIMG
3137
Hutchens & Kramer Investment Management Group
Indiana
$850K +$45.7K +149 +6%
NI
3138
NDVR Inc
Massachusetts
$850K +$221K +722 +39%
CPIA
3139
Cornell Pochily Investment Advisors
New York
$847K -$58.6K -191 -7%
WWA
3140
Wealth Watch Advisors
Colorado
$847K +$216K +703 +38%
BMCM
3141
Burns Matteson Capital Management
New York
$843K -$86.5K -282 -10%
SEP
3142
Southland Equity Partners
Missouri
$842K -$221K -719 -22%
CFG
3143
Carter Financial Group
Illinois
$842K +$403K +1,315 +106%
OCM
3144
Octahedron Capital Management
California
$841K – – –
SWMP
3145
Signature Wealth Management Partners
New Jersey
$841K +$36.5K +119 +5%
OPW
3146
Oxler Private Wealth
New York
$840K +$1.23K +4 +0.2%
EFG
3147
Embree Financial Group
Illinois
$839K +$109K +354 +16%
NWA
3148
Navis Wealth Advisors
New York
$834K +$116K +378 +18%
RIP
3149
Reliant Investment Partners
North Carolina
$833K +$33.7K +110 +5%
HTIM
3150
Harbour Trust & Investment Management
Indiana
$833K +$51.5K +168 +7%
124 125
126
127 128