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Broadcom
AVGO

Name Holding Trade Value Shares
Change 		Change in
Stake
MWM
3176
Manske Wealth Management
Texas
$800K +$49.1K +160 +7%
EMFAT
3177
Emerald Mutual Fund Advisers Trust
Pennsylvania
$800K -$359K -1,171 -33%
IRC
3178
Investors Research Corp
Georgia
$798K -$147K -480 -17%
BPW
3179
BLVD Private Wealth
Kentucky
$797K +$6.75K +22 +0.9%
BCM
3180
Blume Capital Management
California
$797K -$41.7K -136 -5%
SAM
3181
Strive Asset Management
Ohio
$797K +$132K +431 +22%
LAM
3182
Lakewood Asset Management
Illinois
$796K – – –
IWN
3183
Independent Wealth Network
Iowa
$795K +$45.1K +147 +6%
DFC
3184
DB Fitzpatrick & Co
Idaho
$795K -$13.5K -44 -2%
PMG
3185
Private Management Group
California
$795K +$739K +2,410 New
KNFPWM
3186
Keeler & Nadler Financial Planning & Wealth Management
Ohio
$794K +$3.99K +13 +0.5%
RP
3187
Riverwater Partners
Wisconsin
$793K +$23.6K +77 +3%
WRPWM
3188
Werba Rubin Papier Wealth Management
California
$793K +$41.4K +135 +6%
CAM
3189
Costello Asset Management
Pennsylvania
$789K -$41.7K -136 -5%
AOI
3190
Auto-Owners Insurance
Michigan
$788K – – –
WWM
3191
WJ Wealth Management
Arizona
$788K -$611K -1,991 -48%
CWMGO
3192
Capstone Wealth Management Group (Oregon)
Oregon
$784K -$7.67K -25 -1%
FC
3193
Fulcrum Capital
Washington
$784K -$68.4K -223 -9%
CAGAS
3194
Capital Advisory Group Advisory Services
Minnesota
$784K +$20.6K +67 +3%
HAC
3195
Harbor Advisory Corp
New Hampshire
$782K – – –
TSMHT
3196
Thurston Springer Miller Herd & Titak
Indiana
$782K -$13.3M -43,446 -95%
WTA
3197
Washington Trust Advisors
Massachusetts
$780K -$8.9K -29 -1%
JCFM
3198
JBR Co Financial Management
Oklahoma
$780K +$26.1K +85 +4%
LSA
3199
Lansing Street Advisors
Pennsylvania
$780K +$144K +469 +25%
TCM
3200
Tuttle Capital Management
Connecticut
$779K – – –
126 127
128
129 130