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Broadcom
AVGO

Name Holding Trade Value Shares
Change 		Change in
Stake
AFA
3451
Allium Financial Advisors
Oregon
$979K -$246K -614 -19%
EFL
3452
ERn Financial LLC
Wisconsin
$979K +$228K +568 +28%
IAA
3453
Ironsides Asset Advisors
North Carolina
$978K – – –
MWA
3454
MFA Wealth Advisors
Pennsylvania
$977K +$2.41K +6 +0.2%
BWM
3455
BCS Wealth Management
Tennessee
$976K +$356K +889 +52%
SHFA
3456
SC&H Financial Advisors
Maryland
$975K -$89K -222 -8%
LGW
3457
Leslie Global Wealth
Illinois
$972K +$36.1K +90 +4%
CWAF
3458
Core Wealth Advisors (Florida)
Florida
$971K +$57.3K +143 +6%
TH
3459
TCTC Holdings
Texas
$969K +$184K +459 +22%
OPW
3460
Oxler Private Wealth
New York
$968K +$2K +5 +0.2%
STA
3461
Smith Thornton Advisors
Alabama
$967K +$83.8K +209 +9%
ADEF
3462
ABS Direct Equity Fund
Connecticut
$967K +$191K +476 +170%
AIM
3463
ABS Investment Management
Connecticut
$967K +$303K +756 New
KW
3464
Keyvantage Wealth
Pennsylvania
$966K +$104K +260 +11%
CWM
3465
Chemistry Wealth Management
New York
$965K -$2.81K -7 -0.3%
GCM
3466
Gables Capital Management
Florida
$963K +$239K +595 +30%
SFG
3467
Sather Financial Group
Texas
$963K +$84.2K +210 +9%
MWM
3468
Manske Wealth Management
Texas
$959K -$40.9K -102 -4%
AIA
3469
Allied Investment Advisors
Montana
$959K -$160K -399 -14%
AWP
3470
Avid Wealth Partners
Texas
$955K -$10K -25 -1%
KNFPWM
3471
Keeler & Nadler Financial Planning & Wealth Management
Ohio
$955K +$27.7K +69 +3%
ONSWM
3472
Old North State Wealth Management
North Carolina
$953K +$31.3K +78 +3%
PFM
3473
Phillips Financial Management
Indiana
$953K +$50.1K +125 +5%
DWM
3474
Dogwood Wealth Management
Kansas
$953K -$283K -706 -22%
EC
3475
EntryPoint Capital
New York
$952K +$1.01M +2,520 New
137 138
139
140 141