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Broadcom
AVGO

Name Holding Trade Value Shares
Change 		Change in
Stake
PPW
3501
Presilium Private Wealth
Pennsylvania
$281K +$225K +1,214 New
CWMS
3502
Cannon Wealth Management Services
North Carolina
$281K +$7.77K +42 +3%
NJIM
3503
Nabity-Jensen Investment Management
Nebraska
$281K +$4.25K +23 +2%
RC
3504
Rareview Capital
Nevada
$281K +$301K +1,627 New
GSF
3505
Grove Street Fiduciary
New Hampshire
$281K +$224K +1,210 New
GPWA
3506
Great Point Wealth Advisors
Massachusetts
$280K – – –
DGI
3507
Disciplined Growth Investors
Minnesota
$280K -$131K -710 -37%
WCM
3508
Whitener Capital Management
North Carolina
$279K – – –
KWA
3509
Kondo Wealth Advisors
California
$279K +$223K +1,204 New
AIS
3510
AM Investment Strategies
Tennessee
$279K +$222K +1,202 New
SC
3511
Stance Capital
Massachusetts
$278K +$222K +1,201 New
HJGA
3512
Hardman Johnston Global Advisors
Connecticut
$278K – – –
CNC
3513
Citizens & Northern Corp
Pennsylvania
$278K +$222K +1,200 New
NCFG
3514
New Century Financial Group
New Jersey
$278K -$296K -1,598 -57%
MWM
3515
Momentous Wealth Management
Washington
$278K +$221K +1,197 New
BCM
3516
Brookmont Capital Management
Texas
$277K -$32.4K -175 -13%
GW
3517
Griffith & Werner
Georgia
$277K +$221K +1,194 New
NFA
3518
Northwest Financial Advisors
Virginia
$277K +$370 +2 +0.2%
ACA
3519
American Capital Advisory
Idaho
$276K -$44.4K -240 -17%
PWA
3520
Provenance Wealth Advisors
Florida
$276K – – –
IWP
3521
Innova Wealth Partners
Pennsylvania
$275K -$2.08M -11,260 -90%
LWM
3522
Lakeridge Wealth Management
Ohio
$275K +$219K +1,184 New
OC
3523
Optima Capital
Oregon
$274K +$219K +1,184 New
DF
3524
Dunhill Financial
United Kingdom
$274K +$51.4K +278 +31%
SSC
3525
Syverson Strege & Co
Iowa
$273K +$218K +1,179 New
139 140
141
142 143