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Broadcom
AVGO

Name Holding Trade Value Shares
Change 		Change in
Stake
MSWM
3601
Mowery & Schoenfeld Wealth Management
Illinois
$323K -$2.61K -12 -1%
UW
3602
Unique Wealth
Florida
$321K +$253K +1,165 New
LFS
3603
Lutz Financial Services
Nebraska
$321K -$11.7K -54 -4%
BAG
3604
Bridgewealth Advisory Group
California
$321K +$253K +1,164 New
CIA
3605
Cape Investment Advisory
Georgia
$321K -$82.5K -380 -25%
PHAM
3606
Palisades Hudson Asset Management
Florida
$320K +$252K +1,160 New
TA
3607
Teramo Advisors
Florida
$320K +$252K +1,160 New
WIM
3608
Waycross Investment Management
Washington
$320K +$252K +1,160 New
AC
3609
AIFG Consultants
New York
$319K +$252K +1,159 New
BSG
3610
Black Swift Group
Colorado
$318K +$251K +1,154 New
ODA
3611
One Degree Advisors
California
$318K +$251K +1,154 New
TWM
3612
TSA Wealth Management
Texas
$318K +$250K +1,152 New
PCM
3613
Pennsylvania Capital Management
Pennsylvania
$317K -$117K -537 -32%
FUBT
3614
First United Bank & Trust
Maryland
$317K – – –
VFP
3615
Verus Financial Partners
Virginia
$316K +$247K +1,137 New
FI
3616
FWG Investments
Kentucky
$316K +$249K +1,146 New
PCMK
3617
Paragon Capital Management (Kansas)
Kansas
$315K +$248K +1,141 New
GC
3618
Guidance Capital
Kentucky
$314K – – –
SGI
3619
Summit Global Investments
Utah
$314K -$229K -1,053 -48%
BWG
3620
Beta Wealth Group
California
$314K -$208K -960 -46%
LWA
3621
LifeGoal Wealth Advisors
New York
$313K +$247K +1,137 New
FIM
3622
FWL Investment Management
Texas
$312K +$20.2K +93 +9%
FB
3623
First Bancorp
Maine
$312K +$246K +1,132 New
GIP
3624
Greatmark Investment Partners
Georgia
$311K +$245K +1,130 New
VRM
3625
Vectors Research Management
New York
$311K +$245K +1,130 New
143 144
145
146 147