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Broadcom
AVGO

Name Holding Trade Value Shares
Change 		Change in
Stake
HBWM
3651
Hollow Brook Wealth Management
New York
$781K +$119K +298 +17%
LF
3652
LifeSteps Financial
California
$781K +$229K +570 +38%
OCM
3653
Orion Capital Management
California
$779K +$119K +296 +17%
PWA
3654
PCG Wealth Advisors
Kansas
$778K +$4.01K +10 +0.5%
CCP
3655
Carmel Capital Partners
California
$777K +$73.4K +183 +10%
EWA
3656
Etesian Wealth Advisors
Oregon
$776K -$28.9K -72 -3%
LIA
3657
LifePlan Investment Advisors
North Carolina
$776K +$95K +237 +13%
HBS
3658
Howard Bailey Securities
Indiana
$775K -$14.4K -36 -2%
GRWP
3659
Green Ridge Wealth Planning
New Jersey
$774K -$8.82K -22 -1%
PWM
3660
Peck Wealth Management
New York
$774K – – –
SEEDPG
3661
S.E.E.D. Planning Group
New York
$774K +$66.2K +165 +9%
CAM
3662
CenterStar Asset Management
Illinois
$774K -$7.28M -18,159 -90%
PAG
3663
Powers Advisory Group
Illinois
$773K -$3.21K -8 -0.4%
ML
3664
Mayport LLC
Massachusetts
$773K -$8.82K -22 -1%
MCA
3665
McGuire Capital Advisors
Oklahoma
$773K +$209K +522 +34%
BSTWA
3666
Blake Schutter Theil Wealth Advisors
Ohio
$773K – – –
HWP
3667
Highline Wealth Partners
California
$773K +$122K +304 +17%
BWM
3668
BCGM Wealth Management
Indiana
$773K +$55.3K +138 +7%
CFS
3669
Cannon Financial Strategists
Georgia
$772K +$820K +2,045 New
CSIA
3670
Conrad Siegel Investment Advisors
Pennsylvania
$771K +$21.3K +53 +3%
EA
3671
Enclave Advisors
Texas
$771K -$176K -438 -18%
NF
3672
Nvest Financial
New Hampshire
$771K +$184K +458 +29%
MAM
3673
MMA Asset Management
Pennsylvania
$770K +$110K +274 +16%
YAVAPFMC
3674
Yahav Achim Ve Achayot - Provident Funds Management Company
Israel
$769K – – –
CIS
3675
Continental Investors Services
Washington
$767K +$95.8K +239 +15%
145 146
147
148 149