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Broadcom
AVGO

Name Holding Trade Value Shares
Change 		Change in
Stake
NWM
3551
Northwest Wealth Management
Iowa
$748K -$33.3K -93 -4%
PMFA
3552
Plante Moran Financial Advisors
Michigan
$748K +$34K +95 +5%
SC
3553
Solstein Capital
California
$748K +$30K +84 +4%
IW
3554
Instrumental Wealth
Florida
$747K +$96.6K +270 +13%
TM
3555
Torren Management
California
$747K +$772K +2,159 New
EWP
3556
Elevation Wealth Partners
California
$746K +$196K +547 +34%
LWM
3557
LongView Wealth Management
Georgia
$745K +$358 +1 +0%
IWN
3558
Independent Wealth Network
Iowa
$744K -$93.3K -261 -11%
T
3559
TrustBank
Illinois
$744K +$769K +2,149 New
MAG
3560
Mayfair Advisory Group
Alabama
$743K -$34.7K -97 -4%
JA
3561
JVL Associates
Michigan
$742K +$79.7K +223 +12%
IWP
3562
Innova Wealth Partners
Pennsylvania
$742K +$32.9K +92 +4%
EWA
3563
Etesian Wealth Advisors
Oregon
$742K – – –
SWGC
3564
Summit Wealth Group (Colorado)
Colorado
$742K +$384K +1,074 +100%
CCA
3565
Coign Capital Advisors
Utah
$740K +$11.4K +32 +2%
WWM
3566
WJ Wealth Management
Arizona
$738K – – –
VAF
3567
Values Added Financial
District of Columbia
$738K +$29K +81 +4%
CWA
3568
Cura Wealth Advisors
Illinois
$736K +$439K +1,228 +137%
CFP
3569
Comprehensive Financial Planning
Pennsylvania
$735K +$145K +405 +24%
FC
3570
Fulcrum Capital
Washington
$735K -$90.5K -253 -11%
IFA
3571
Independence Financial Advisors
New Hampshire
$734K -$358 -1 -0%
RG
3572
RHL Group
Michigan
$734K +$758K +2,120 New
BIA
3573
Bell Investment Advisors
California
$733K +$171K +479 +29%
TFM
3574
TFC Financial Management
Massachusetts
$732K -$57.2K -160 -7%
MFWP
3575
Mosaic Family Wealth Partners
Missouri
$732K +$117K +328 +18%
141 142
143
144 145