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Broadcom
AVGO

Name Holding Trade Value Shares
Change 		Change in
Stake
LFS
3551
Lutz Financial Services
Nebraska
$261K -$42.2K -228 -17%
CWMA
3552
Capstone Wealth Management (Alabama)
Alabama
$261K +$208K +1,126 New
SC
3553
Solstein Capital
California
$260K – – –
HCP
3554
Hardin Capital Partners
South Carolina
$259K -$2.4K -13 -1%
DDC
3555
DF Dent & Co
Maryland
$257K +$205K +1,110 New
MTIM
3556
Marathon Trading Investment Management
Pennsylvania
$257K -$239K -1,291 -54%
CC
3557
Copperleaf Capital
North Carolina
$257K +$205K +1,109 New
TCOK
3558
Trust Company of Kansas
Kansas
$257K -$9.25K -50 -4%
VW
3559
Vance Wealth
California
$257K -$48.6K -263 -19%
HI
3560
Humankind Investments
New York
$256K +$205K +1,106 New
SWMG
3561
Sanchez Wealth Management Group
Florida
$256K +$204K +1,105 New
WPWM
3562
Western Pacific Wealth Management
Illinois
$256K +$32.4K +175 +19%
WCWM
3563
Willow Creek Wealth Management
California
$256K +$204K +1,105 New
PWH
3564
Priebe Wealth Holdings
Minnesota
$256K +$204K +1,104 New
RAM
3565
Readystate Asset Management
Illinois
$256K +$204K +1,103 New
MWM
3566
Mosley Wealth Management
California
$254K +$2.77K +15 +1%
PAG
3567
Powers Advisory Group
Illinois
$254K +$203K +1,095 New
OCM
3568
Orion Capital Management
California
$254K -$19.4K -105 -9%
EWP
3569
Elevation Wealth Partners
California
$254K +$10.2K +55 +5%
PWA
3570
Peterson Wealth Advisors
Utah
$253K -$73.2K -396 -27%
MPCL
3571
My Personal CFO LLC
Washington
$253K +$202K +1,091 New
MA
3572
Maxele Advisors
Missouri
$253K +$202K +1,091 New
HSG
3573
Helen Stephens Group
Texas
$253K +$202K +1,091 New
MWM
3574
Massachusetts Wealth Management
Massachusetts
$253K +$202K +1,090 New
T
3575
Tableaux
Massachusetts
$253K +$202K +1,090 New
141 142
143
144 145