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Broadcom
AVGO

Name Holding Trade Value Shares
Change 		Change in
Stake
SWM
3326
SilverOak Wealth Management
Minnesota
$913K +$14.8K +45 +2%
MHC
3327
Meyer Handelman Company
New York
$913K -$98.7K -300 -9%
BWP
3328
Bernardo Wealth Planning
Pennsylvania
$913K +$39.5K +120 +4%
EPG
3329
Estate Planners Group
Pennsylvania
$913K +$120K +366 +14%
BAMG
3330
Brand Asset Management Group
Missouri
$912K +$221K +671 +29%
CWA
3331
Crusonia Wealth Advisors
Colorado
$912K +$2.63K +8 +0.3%
IPAM
3332
Investment Partners Asset Management
New Jersey
$912K -$11.2K -34 -1%
AIA
3333
Allied Investment Advisors
Montana
$909K – – –
LWA
3334
LifeGoal Wealth Advisors
New York
$903K +$344K +1,046 +57%
CAC
3335
Certified Advisory Corp
Florida
$901K +$149K +452 +18%
WPC
3336
White Pine Capital
Minnesota
$900K -$987 -3 -0.1%
CL
3337
CVFG LLC
Indiana
$897K +$673K +2,045 +240%
OBGC
3338
O'Brien Greene & Co
Pennsylvania
$894K – – –
DFG
3339
Demars Financial Group
Washington
$894K +$569K +1,730 +149%
KV
3340
Kickstand Ventures
New York
$890K +$21.4K +65 +2%
EIP
3341
Ellis Investment Partners
Pennsylvania
$889K +$85.9K +261 +10%
BCG
3342
Breakwater Capital Group
New Jersey
$886K -$42.1K -128 -4%
SAM
3343
S.A. Mason
Michigan
$885K +$186K +566 +25%
SFG
3344
Shum Financial Group
California
$885K +$44.4K +135 +5%
GCM
3345
Goldstream Capital Management
Hong Kong
$885K -$11.9M -36,013 -93%
RIS
3346
Richmond Investment Services
Wisconsin
$885K -$35.9K -109 -4%
CPL
3347
CAP Partners LLC
Tennessee
$884K +$80.9K +246 +9%
MCM
3348
Mainstream Capital Management
California
$884K -$23.7K -72 -2%
AWA
3349
Archvest Wealth Advisors
California
$883K +$519K +1,576 +123%
CP
3350
Creekside Partners
California
$880K -$33.6K -102 -3%
132 133
134
135 136