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Broadcom
AVGO

Name Holding Trade Value Shares
Change 		Change in
Stake
WFP
3301
Wrenne Financial Planning
Kentucky
$305K +$4.66K +22 +1%
MLFP
3302
MPS Loria Financial Planners
Illinois
$304K +$212 +1 +0.1%
MFWP
3303
Mosaic Family Wealth Partners
Missouri
$304K +$5.71K +27 +2%
N
3304
Numerai
California
$303K -$263K -1,243 -41%
JF
3305
JSF Financial
California
$303K -$1.38M -6,538 -78%
CSC
3306
Caldwell Sutter Capital
California
$303K -$42.8K -202 -10%
CGA
3307
Crescent Grove Advisors
Illinois
$303K +$94.4K +446 +33%
SAA
3308
Southeast Asset Advisors
Georgia
$302K +$13.8K +65 +4%
CSI
3309
Cross Staff Investments
New York
$302K – – –
BGAI
3310
Bruce G. Allen Investments
Colorado
$301K -$150K -709 -28%
MKA
3311
M. Kulyk & Associates
Georgia
$301K -$68.6K -324 -15%
FDP
3312
Financiere des Professionnels
Quebec, Canada
$301K +$380K +1,797 New
EIG
3313
Ellenbecker Investment Group
Wisconsin
$300K -$16.5K -78 -4%
CASB
3314
Cape Ann Savings Bank
Massachusetts
$300K +$20.7K +98 +6%
PW
3315
Potentia Wealth
California
$300K +$163K +770 +75%
HWA
3316
Heartwood Wealth Advisors
Virginia
$299K -$3.81K -18 -1%
IWA
3317
Inspirion Wealth Advisors
Illinois
$299K – – –
SA
3318
Stewardship Advisors
Pennsylvania
$298K +$43K +203 +13%
IPW
3319
IronBridge Private Wealth
Texas
$298K +$39.6K +187 +12%
GD
3320
Grandfield & Dodd
New York
$297K -$43.4K -205 -10%
PI
3321
Parkside Investments
Illinois
$297K +$1.27K +6 +0.3%
HBWM
3322
Hollow Brook Wealth Management
New York
$296K – – –
THL
3323
Tillman Hartley LLC
Colorado
$296K +$2.96K +14 +0.8%
DFA
3324
DHK Financial Advisors
New Hampshire
$296K – – –
FL
3325
FreeGulliver LLC
Louisiana
$295K +$16.7K +79 +5%
131 132
133
134 135