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Broadcom
AVGO

Name Holding Trade Value Shares
Change 		Change in
Stake
AFA
3551
Arlington Financial Advisors
California
$351K -$75.8K -349 -21%
NSG
3552
Nalls Sherbakoff Group
Tennessee
$351K +$189K +871 +216%
SWG
3553
Summit Wealth Group
Vermont
$351K -$57.3K -264 -17%
OPPS
3554
Obsidian Personal Planning Solutions
Maryland
$351K -$4.13K -19 -1%
WCM
3555
Wealthcare Capital Management
Virginia
$349K -$152K -699 -36%
BWMG
3556
Barnes Wealth Management Group
California
$348K -$3.26K -15 -1%
FSWA
3557
Financial Synergies Wealth Advisors
Texas
$347K +$274K +1,260 New
SC
3558
Schubert & Co
Texas
$346K +$273K +1,256 New
CGA
3559
Crescent Grove Advisors
Illinois
$345K -$121K -556 -31%
2WWM
3560
21 West Wealth Management
California
$344K +$271K +1,248 New
PWS
3561
Proactive Wealth Strategies
Georgia
$344K +$9.12K +42 +3%
WHCI
3562
W.H. Cornerstone Investments
Massachusetts
$344K +$434 +2 +0.2%
ML
3563
Mayport LLC
Massachusetts
$342K -$83.2K -383 -24%
AWM
3564
Altus Wealth Management
Kentucky
$342K -$2.17K -10 -0.8%
WCWM
3565
Willow Creek Wealth Management
California
$342K +$269K +1,239 New
CFG
3566
Carter Financial Group
Illinois
$341K +$268K +1,236 New
WAM
3567
WFA Asset Management
Wisconsin
$340K – – –
TF
3568
Tudor Financial
Ohio
$340K -$2.61K -12 -1%
WPA
3569
Wealth Preservation Advisors
Tennessee
$340K -$5.65K -26 -2%
MWM
3570
Momentous Wealth Management
Washington
$340K -$20K -92 -7%
DWM
3571
Dogwood Wealth Management
Kansas
$337K -$1.32M -6,070 -83%
TAM
3572
TCP Asset Management
Ohio
$337K +$266K +1,224 New
HA
3573
Helium Advisors
Washington
$337K -$101K -464 -28%
PCA
3574
Private Capital Advisors
Connecticut
$337K +$266K +1,223 New
HC
3575
Headland Capital
South Carolina
$337K +$265K +1,221 New
141 142
143
144 145