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Broadcom
AVGO

Name Holding Trade Value Shares
Change 		Change in
Stake
PFM
3451
Phillips Financial Management
Indiana
$306K -$35.9K -194 -13%
BWIA
3452
Bryant Woods Investment Advisors
New York
$305K +$8.32K +45 +4%
LFGO
3453
Legacy Financial Group (Oklahoma)
Oklahoma
$305K +$243K +1,316 New
DI
3454
Diligent Investors
California
$305K -$17.6K -95 -7%
WAM
3455
Westport Asset Management
Connecticut
$304K – – –
NQWM
3456
Northwest Quadrant Wealth Management
Oregon
$304K +$242K +1,311 New
BWM
3457
Brown Wealth Management
Illinois
$304K +$21.1K +114 +10%
RFO
3458
RiverGlades Family Offices
Florida
$304K – – –
RB
3459
Rodgers Brothers
Pennsylvania
$304K – – –
MFC
3460
Morris Financial Concepts
South Carolina
$303K +$15.4K +83 +7%
FB
3461
First Bancorp
Maine
$302K +$241K +1,304 New
SAM
3462
Seelaus Asset Management
New Jersey
$301K -$2.77K -15 -1%
QFMHK
3463
Q Fund Management (Hong Kong)
$301K +$240K +1,300 New
RK
3464
Rather & Kittrell
Tennessee
$300K +$4.25K +23 +2%
IW
3465
Instrumental Wealth
Florida
$300K +$13.5K +73 +6%
VW
3466
Veridan Wealth
Oregon
$300K +$255K +1,377 New
RCM
3467
Requisite Capital Management
Texas
$299K +$239K +1,291 New
AIA
3468
AIMZ Investment Advisors
California
$299K – – –
SFWC
3469
Strategic Family Wealth Counselors
New Jersey
$298K +$238K +1,285 New
PFM
3470
Peak Financial Management
Massachusetts
$297K -$49.4K -267 -17%
MWP
3471
Meredith Wealth Planning
Illinois
$297K +$5.36K +29 +2%
WFAG
3472
Wescott Financial Advisory Group
Pennsylvania
$296K +$236K +1,278 New
HWM
3473
HRC Wealth Management
Idaho
$296K +$236K +1,275 New
PHAM
3474
Palisades Hudson Asset Management
Florida
$295K – – –
CCAM
3475
Cascades Capital Asset Management
North Carolina
$295K +$235K +1,272 New
137 138
139
140 141