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Broadcom
AVGO

Name Holding Trade Value Shares
Change 		Change in
Stake
WA
3401
Waystone Advisors
Washington
$1.03M -$15.2K -38 -1%
SW
3402
SMART Wealth
Nebraska
$1.03M +$79.8K +199 +8%
GEM
3403
Global Endowment Management
North Carolina
$1.03M – – –
SDWMA
3404
Schneider Downs Wealth Management Advisors
Pennsylvania
$1.03M +$247K +617 +29%
EIP
3405
Ellis Investment Partners
Pennsylvania
$1.03M -$60.1K -150 -5%
LOIP
3406
Live Oak Investment Partners
Texas
$1.03M – – –
FSWA
3407
Financial Synergies Wealth Advisors
Texas
$1.03M +$209K +521 +24%
CA
3408
Calton & Associates
Florida
$1.03M -$671K -1,674 -38%
PFS
3409
Prospect Financial Services
New York
$1.02M +$87.8K +219 +9%
BSI
3410
Bennett Selby Investments
Maine
$1.02M +$26.5K +66 +3%
LWPC
3411
Legacy Wealth Partners (Colorado)
Colorado
$1.02M -$167K -417 -13%
SWA
3412
SOA Wealth Advisors
New York
$1.01M +$457K +1,140 +7%
IWP
3413
Invenio Wealth Partners
Florida
$1.01M +$15.2K +38 +1%
HI
3414
Hudock Inc
Pennsylvania
$1.01M -$141K -351 -12%
AFP
3415
ATX Financial Planning
Texas
$1.01M +$2K +5 +0.2%
VFP
3416
Vilga Financial Planning
New Jersey
$1.01M +$1.6K +4 +0.1%
SIA
3417
Sovereign Investment Advisors
Arizona
$1.01M +$20K +50 +2%
BWM
3418
Bluebird Wealth Management
Massachusetts
$1.01M +$1.07M +2,674 New
CCA
3419
Catalyst Capital Advisors
New York
$1.01M -$55.7K -139 -5%
BTD
3420
BankPlus Trust Department
Mississippi
$1.01M -$38.5K -96 -3%
MW
3421
Members Wealth
Pennsylvania
$1.01M -$2.81K -7 -0.3%
SP
3422
Sequent Planning
Nebraska
$1.01M +$8.82K +22 +0.8%
PHIC
3423
Pine Haven Investment Counsel
Massachusetts
$1M -$20K -50 -2%
FLP
3424
Financial Life Planners
Arizona
$1M +$369K +920 +53%
PFA
3425
Pettinga Financial Advisors
Indiana
$1M – – –
135 136
137
138 139