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Broadcom
AVGO

Name Holding Trade Value Shares
Change 		Change in
Stake
CCMI
3676
Creative Capital Management Investments
California
$782K +$619K +1,543 +292%
HWA
3677
HMV Wealth Advisors
Louisiana
$782K +$199K +496 +32%
HBWM
3678
Hollow Brook Wealth Management
New York
$781K +$119K +298 +17%
LF
3679
LifeSteps Financial
California
$781K +$229K +570 +38%
OCM
3680
Orion Capital Management
California
$779K +$119K +296 +17%
PWA
3681
PCG Wealth Advisors
Kansas
$778K +$4.01K +10 +0.5%
AR
3682
Altar Rock
New York
$777K -$149K -371 -15%
CCP
3683
Carmel Capital Partners
California
$777K +$73.4K +183 +10%
EWA
3684
Etesian Wealth Advisors
Oregon
$776K -$28.9K -72 -3%
LIA
3685
LifePlan Investment Advisors
North Carolina
$776K +$95K +237 +13%
HBS
3686
Howard Bailey Securities
Indiana
$775K -$14.4K -36 -2%
GRWP
3687
Green Ridge Wealth Planning
New Jersey
$774K -$8.82K -22 -1%
PWM
3688
Peck Wealth Management
New York
$774K – – –
SEEDPG
3689
S.E.E.D. Planning Group
New York
$774K +$66.2K +165 +9%
CAM
3690
CenterStar Asset Management
Illinois
$774K -$7.28M -18,159 -90%
PAG
3691
Powers Advisory Group
Illinois
$773K -$3.21K -8 -0.4%
ML
3692
Mayport LLC
Massachusetts
$773K -$8.82K -22 -1%
MCA
3693
McGuire Capital Advisors
Oklahoma
$773K +$209K +522 +34%
BSTWA
3694
Blake Schutter Theil Wealth Advisors
Ohio
$773K – – –
HWP
3695
Highline Wealth Partners
California
$773K +$122K +304 +17%
BWM
3696
BCGM Wealth Management
Indiana
$773K +$55.3K +138 +7%
CFS
3697
Cannon Financial Strategists
Georgia
$772K +$820K +2,045 New
CSIA
3698
Conrad Siegel Investment Advisors
Pennsylvania
$771K +$21.3K +53 +3%
EA
3699
Enclave Advisors
Texas
$771K -$176K -438 -18%
NF
3700
Nvest Financial
New Hampshire
$771K +$184K +458 +29%
146 147
148
149 150