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Broadcom
AVGO

Name Holding Trade Value Shares
Change 		Change in
Stake
VAF
3326
Values Added Financial
District of Columbia
$361K -$6.47K -35 -2%
MFS
3327
Madrona Financial Services
Washington
$361K -$12K -65 -4%
WAOI
3328
Wealth Advisors of Iowa
Iowa
$359K +$72.1K +390 +34%
BSAM
3329
Blue Square Asset Management
New York
$359K – – –
FFWM
3330
Future Financial Wealth Management
Ohio
$359K -$29.4K -159 -9%
TWP
3331
Tower Wealth Partners
Pennsylvania
$358K -$43.3K -234 -13%
HKIMG
3332
Hutchens & Kramer Investment Management Group
Indiana
$357K +$24.8K +134 +10%
PRTG
3333
Post Resch Tallon Group
New York
$357K +$285K +1,540 New
TKP
3334
Tallon Kerry Patrick
$357K +$285K +1,540 New
CAGAS
3335
Capital Advisory Group Advisory Services
Minnesota
$357K +$285K +1,540 New
MC
3336
MIG Capital
California
$356K +$284K +1,536 New
MWM
3337
Manske Wealth Management
Texas
$356K +$284K +1,535 New
AAM
3338
Augustine Asset Management
Florida
$355K +$284K +1,533 New
CCA
3339
Clearwater Capital Advisors
Illinois
$355K -$74.9K -405 -21%
VC
3340
Veery Capital
Delaware
$355K +$57.5K +311 +25%
WAM
3341
Weinberger Asset Management
California
$354K -$2.22K -12 -0.8%
CC
3342
Capstone Capital
Nevada
$354K -$59K -319 -17%
FA
3343
FSA Advisors
Michigan
$353K +$282K +1,522 New
NWM
3344
Nova Wealth Management
Florida
$353K +$282K +1,522 New
BST
3345
Bath Savings Trust
Maine
$352K – – –
IFA
3346
Index Fund Advisors
California
$352K +$370 +2 +0.1%
PIP
3347
Peachtree Investment Partners
Florida
$351K +$62.9K +340 +29%
SGI
3348
Swan Global Investments
Colorado
$351K +$280K +1,516 New
TWP
3349
Tempus Wealth Planning
California
$351K -$96.4K -521 -26%
CIA
3350
Cape Investment Advisory
Georgia
$351K -$17K -92 -6%
132 133
134
135 136