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Broadcom
AVGO

Name Holding Trade Value Shares
Change 		Change in
Stake
LOPW
3576
Live Oak Private Wealth
North Carolina
$336K +$265K +1,219 New
OIS
3577
OneAscent Investment Solutions
Alabama
$336K -$39.5K -182 -13%
KFS
3578
Kaizen Financial Strategies
California
$335K +$264K +1,217 New
CCM
3579
Consolidated Capital Management
California
$335K -$13.9K -64 -5%
CCP
3580
Carmel Capital Partners
California
$335K -$19.8K -91 -7%
ASG
3581
Ariston Services Group
California
$335K – – –
AV
3582
Aspiring Ventures
Ohio
$334K +$6.73K +31 +3%
5W
3583
5T Wealth
California
$334K +$263K +1,211 New
WFPG
3584
Waller Financial Planning Group
Ohio
$333K -$151K -695 -37%
PIMG
3585
Patriot Investment Management Group
Tennessee
$332K +$262K +1,206 New
EA
3586
Eclectic Associates
California
$331K -$4.34K -20 -2%
CSC
3587
Cove Street Capital
California
$331K – – –
HJGA
3588
Hardman Johnston Global Advisors
Connecticut
$331K – – –
OC
3589
Optima Capital
Oregon
$330K +$260K +1,197 New
W
3590
WPWealth
Texas
$329K -$5.43K -25 -2%
NCM
3591
Noesis Capital Mangement
Florida
$328K -$67.5K -311 -21%
ELM
3592
Elite Life Management
Florida
$328K +$258K +1,190 New
T
3593
Tidemark
California
$328K +$33.9K +156 +15%
BI
3594
Ballast Inc
Kentucky
$326K +$257K +1,182 New
GWMIA
3595
Global Wealth Management Investment Advisory
Florida
$325K -$17.4K -80 -6%
WWM
3596
WT Wealth Management
Arizona
$325K +$256K +1,180 New
DFG
3597
Dupree Financial Group
Kentucky
$325K -$16.1K -74 -6%
VW
3598
Vance Wealth
California
$324K +$255K +1,176 New
PPC
3599
Pennington Partners & Co
Maryland
$324K -$80.3K -370 -24%
BTIM
3600
BancFirst Trust & Investment Management
Oklahoma
$323K +$261K +1,200 New
142 143
144
145 146