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Broadcom
AVGO

Name Holding Trade Value Shares
Change 		Change in
Stake
FWP
3126
Flatrock Wealth Partners
California
$1.21M +$1.25M +3,486 New
EFG
3127
Embree Financial Group
Illinois
$1.21M +$337K +943 +37%
MCP
3128
Miller Capital Partners
Michigan
$1.2M +$1.24M +3,480 New
WF
3129
Wayfinding Financial
Washington
$1.2M +$22.2K +62 +2%
MWM
3130
Marion Wealth Management
Pennsylvania
$1.2M +$5.36K +15 +0.4%
LT
3131
Legacy Trust
Michigan
$1.2M -$38.6K -108 -3%
EFA
3132
Edge Financial Advisors
Illinois
$1.2M +$27.9K +78 +5%
SIC
3133
SJS Investment Consulting
Ohio
$1.2M +$64.4K +180 +5%
SF
3134
Sun Financial
Utah
$1.2M +$1.24M +3,458 New
BCM
3135
Boltwood Capital Management
California
$1.2M +$28.3K +79 +2%
CF
3136
Cyr Financial
Illinois
$1.2M -$338K -945 -21%
HCMG
3137
Howard Capital Management Group
California
$1.19M +$78.7K +220 +7%
SFS
3138
Symphony Financial Services
Ohio
$1.19M +$250K +698 +25%
AIM
3139
Acropolis Investment Management
Missouri
$1.19M +$18.2K +51 +2%
PWA
3140
Physician Wealth Advisors
Utah
$1.19M -$94.4K -264 -7%
HWA
3141
Heartwood Wealth Advisors
Virginia
$1.19M +$603K +1,687 +97%
SCA
3142
Sandy Cove Advisors
Massachusetts
$1.18M +$151K +422 +14%
PFW
3143
Petros Family Wealth
Minnesota
$1.18M -$262K -734 -18%
DIA
3144
Dean Investment Associates
Ohio
$1.18M – – –
TCM
3145
Tandem Capital Management
New Jersey
$1.18M +$16.1K +45 +1%
MAA
3146
Mraz Amerine & Associates
California
$1.18M – – –
NWM
3147
Nolet Wealth Management
Texas
$1.18M +$1.22M +3,399 New
AB
3148
ANB Bank
Colorado
$1.18M +$16.4K +46 +1%
VH
3149
Visionary Horizons
Tennessee
$1.17M -$24.7K -69 -2%
OPW
3150
Osprey Private Wealth
New York
$1.17M +$1.21M +3,390 New
124 125
126
127 128