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Broadcom
AVGO

Name Holding Trade Value Shares
Change 		Change in
Stake
MWM
3576
Massachusetts Wealth Management
Massachusetts
$253K +$202K +1,090 New
T
3577
Tableaux
Massachusetts
$253K +$202K +1,090 New
OFA
3578
Oak Family Advisors
Illinois
$253K +$201K +1,089 New
NCG
3579
Newport Capital Group
New Jersey
$252K +$201K +1,088 New
IPWA
3580
International Private Wealth Advisors
California
$252K +$201K +1,085 New
LA
3581
Lynch & Associates
Indiana
$251K +$200K +1,084 New
EFA
3582
Edge Financial Advisors
Illinois
$251K +$200K +1,084 New
BCG
3583
Bravias Capital Group
New Jersey
$250K +$209K +1,130 New
MSWM
3584
Master's Wealth Management
Pennsylvania
$250K +$199K +1,078 New
BIM
3585
Barton Investment Management
Pennsylvania
$249K +$199K +1,075 New
SCM
3586
Sollinda Capital Management
Florida
$249K -$23.7K -128 -11%
5W
3587
5T Wealth
California
$248K +$198K +1,068 New
FFG
3588
Foundry Financial Group
New Hampshire
$247K +$197K +1,066 New
MAA
3589
Matrix Asset Advisors
New York
$246K +$196K +1,060 New
STA
3590
Smith Thornton Advisors
Alabama
$246K +$196K +1,060 New
CA
3591
Capital Advantage
California
$245K +$196K +1,059 New
UIA
3592
Ulland Investment Advisors
Minnesota
$245K +$108K +584 +123%
ACM
3593
Advance Capital Management
Michigan
$245K +$195K +1,057 New
SWA
3594
SOA Wealth Advisors
New York
$245K +$65.7K +355 +51%
PPA
3595
Painted Porch Advisors
California
$245K +$114K +614 +139%
B
3596
BetterWealth
California
$245K +$195K +1,056 New
WFM
3597
Wolff Financial Management
Michigan
$244K +$195K +1,054 New
MIM
3598
Martin Investment Management
Florida
$243K +$194K +1,050 New
RA
3599
Ruggaard & Associates
Ohio
$243K +$194K +1,050 New
SMF
3600
Sterling Manor Financial
New York
$243K +$194K +1,050 New
142 143
144
145 146