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AVGO

Name Holding Trade Value Shares
Change 		Change in
Stake
PWMA
3451
Pension & Wealth Management Advisors
Massachusetts
$246K +$69.4K +328 +29%
GB
3452
Goepper Burkhardt
South Carolina
$246K +$8.47K +40 +3%
MSWMA
3453
Market Street Wealth Management Advisors
Indiana
$246K +$125K +589 +67%
CA
3454
Capital Advantage
California
$245K – – –
CC
3455
Cadinha & Co
Hawaii
$245K -$9.1K -43 -3%
PWP
3456
Prasad Wealth Partners
Ohio
$244K +$29.4K +139 +11%
EFMH
3457
E Fund Management (HK)
Hong Kong
$244K -$330K -1,561 -52%
PIFP
3458
Partners in Financial Planning
Virginia
$244K – – –
MWM
3459
MBE Wealth Management
Wisconsin
$243K +$120K +569 +64%
BWM
3460
Bernard Wealth Management
Michigan
$243K +$15.2K +72 +5%
LIA
3461
LifePlan Investment Advisors
North Carolina
$243K -$1.48K -7 -0.5%
NA
3462
Note Advisors
New York
$243K – – –
RIS
3463
Retirement Income Solutions
Michigan
$243K – – –
1CP
3464
17 Capital Partners
Arizona
$243K +$95.2K +450 +45%
BEC
3465
Blue Edge Capital
Virginia
$243K – – –
PAW
3466
Plan A Wealth
Nebraska
$243K +$307K +1,449 New
PRTG
3467
Post Resch Tallon Group
New York
$242K -$15.9K -75 -5%
AV
3468
Aspiring Ventures
Ohio
$242K +$40.6K +192 +19%
WJA
3469
Willis Johnson & Associates
Texas
$241K -$8.68K -41 -3%
NSIM
3470
North Star Investment Management
Illinois
$241K +$847 +4 +0.3%
CA
3471
Clune & Associates
Illinois
$240K – – –
BIA
3472
Bell Investment Advisors
California
$240K +$1.27K +6 +0.4%
AFA
3473
American Financial Advisors
Georgia
$240K +$11K +52 +4%
FDCP
3474
Foster Dykema Cabot & Partners
Massachusetts
$239K – – –
HWMT
3475
Heritage Wealth Management (Texas)
Texas
$239K – – –
137 138
139
140 141