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Broadcom
AVGO

Name Holding Trade Value Shares
Change 		Change in
Stake
WF
3226
WoodTrust Financial
Wisconsin
$419K +$2.96K +16 +0.9%
BMM
3227
Berkshire Money Management
Massachusetts
$419K +$334K +1,807 New
PF
3228
Parker Financial
Washington
$419K -$16.6K -90 -5%
HWA
3229
Heartwood Wealth Advisors
Virginia
$419K +$51K +276 +18%
CSI
3230
Cross Staff Investments
New York
$418K +$334K +1,804 New
NA
3231
Novus Advisors
South Carolina
$417K +$333K +1,800 New
WFP
3232
Wrenne Financial Planning
Kentucky
$417K -$555 -3 -0.2%
BA
3233
Bluesphere Advisors
Pennsylvania
$416K – – –
SO
3234
Sierra Ocean
California
$415K +$331K +1,790 New
MFWP
3235
Mosaic Family Wealth Partners
Missouri
$414K -$41.2K -223 -11%
VWM
3236
Verus Wealth Management
Wisconsin
$414K +$330K +1,784 New
ICM
3237
Intrepid Capital Management
Florida
$413K – – –
GWWM
3238
Great Waters Wealth Management
Minnesota
$413K -$32.6K -176 -9%
BCM
3239
Boltwood Capital Management
California
$412K +$13.9K +75 +4%
TCWM
3240
Total Clarity Wealth Management
Illinois
$411K +$9.8K +53 +3%
ODIJL
3241
One Day In July LLC
Vermont
$410K -$120K -651 -27%
HBWM
3242
Hollow Brook Wealth Management
New York
$410K – – –
UBV
3243
United Bank (Virginia)
Virginia
$410K +$327K +1,770 New
PI
3244
Parkside Investments
Illinois
$410K +$925 +5 +0.3%
DFA
3245
DHK Financial Advisors
New Hampshire
$409K -$114K -617 -26%
IWA
3246
Inspirion Wealth Advisors
Illinois
$409K +$6.66K +36 +2%
TWG
3247
The Wealth Group
Minnesota
$408K – – –
FFG
3248
Frisch Financial Group
New York
$408K +$185 +1 +0.1%
THL
3249
Tillman Hartley LLC
Colorado
$407K – – –
KPWG
3250
KFA Private Wealth Group
Virginia
$407K +$7.77K +42 +2%
128 129
130
131 132