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Broadcom
AVGO

Name Holding Trade Value Shares
Change 		Change in
Stake
NSIM
3551
North Star Investment Management
Illinois
$753K +$104K +290 +15%
ADMI
3552
Albert D. Mason Inc
Massachusetts
$753K -$8.22K -23 -1%
LSWP
3553
Liberty Square Wealth Partners
Pennsylvania
$753K +$20.7K +58 +3%
WA
3554
WPG Advisers
Maryland
$752K +$8.58K +24 +1%
WPC
3555
Waters Parkerson & Co
Louisiana
$751K – – –
BCM
3556
Bienville Capital Management
New York
$751K – – –
CSIA
3557
Conrad Siegel Investment Advisors
Pennsylvania
$751K +$114K +319 +17%
AMBIA
3558
Allen Mooney & Barnes Investment Advisors
Georgia
$750K -$15K -42 -2%
WWM
3559
Wiser Wealth Management
Georgia
$749K -$13.9K -39 -2%
NWM
3560
Northwest Wealth Management
Iowa
$748K -$33.3K -93 -4%
PMFA
3561
Plante Moran Financial Advisors
Michigan
$748K +$34K +95 +5%
SC
3562
Solstein Capital
California
$748K +$30K +84 +4%
IW
3563
Instrumental Wealth
Florida
$747K +$96.6K +270 +13%
TM
3564
Torren Management
California
$747K +$772K +2,159 New
EWP
3565
Elevation Wealth Partners
California
$746K +$196K +547 +34%
LWM
3566
LongView Wealth Management
Georgia
$745K +$358 +1 +0%
IWN
3567
Independent Wealth Network
Iowa
$744K -$93.3K -261 -11%
T
3568
TrustBank
Illinois
$744K +$769K +2,149 New
MAG
3569
Mayfair Advisory Group
Alabama
$743K -$34.7K -97 -4%
JA
3570
JVL Associates
Michigan
$742K +$79.7K +223 +12%
IWP
3571
Innova Wealth Partners
Pennsylvania
$742K +$32.9K +92 +4%
EWA
3572
Etesian Wealth Advisors
Oregon
$742K – – –
SWGC
3573
Summit Wealth Group (Colorado)
Colorado
$742K +$384K +1,074 +100%
CCA
3574
Coign Capital Advisors
Utah
$740K +$11.4K +32 +2%
WWM
3575
WJ Wealth Management
Arizona
$738K – – –
141 142
143
144 145