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Broadcom
AVGO

Name Holding Trade Value Shares
Change 		Change in
Stake
MAM
3676
Milestone Asset Management
Pennsylvania
$765K +$25.7K +64 +3%
ITB
3677
Idaho Trust Bank
Idaho
$764K -$2.81K -7 -0.3%
WFP
3678
Welch Financial Planning
Colorado
$764K +$452K +1,127 +126%
BWP
3679
BlueStem Wealth Partners
Minnesota
$764K +$123K +307 +18%
GWMIA
3680
Global Wealth Management Investment Advisory
Florida
$763K -$93.4K -233 -10%
CPSC
3681
Carl P. Sherr & Co
Massachusetts
$763K -$104K -259 -11%
SA
3682
Stewardship Advisors
Pennsylvania
$762K -$19.6K -49 -2%
FWM
3683
Foguth Wealth Management
Michigan
$761K +$16.8K +42 +2%
OHWP
3684
Oak Harbor Wealth Partners
North Carolina
$760K -$3.65M -9,100 -82%
UWS
3685
Unique Wealth Strategies
Illinois
$760K -$901K -2,248 -53%
FA
3686
Fullerton Advisors
California
$760K +$9.22K +23 +1%
JPLA
3687
Joseph P. Lucia & Associates
New York
$760K +$18.8K +47 +2%
EA
3688
Evergreen Advisors
Tennessee
$759K +$100K +250 +14%
WAN
3689
Wealth Advisors Northwest
Oregon
$759K -$48.5K -121 -6%
RFN
3690
Redwood Financial Network
Ohio
$758K -$14K -35 -2%
BTIM
3691
BancFirst Trust & Investment Management
Oklahoma
$757K +$284K +709 +54%
AMBIA
3692
Allen Mooney & Barnes Investment Advisors
Georgia
$756K -$88.2K -220 -10%
BCM
3693
Bienville Capital Management
New York
$756K +$155K +386 +24%
SC
3694
Summa Corp
Texas
$756K -$190K -474 -19%
VR
3695
Valued Retirements
Texas
$756K – – –
PHWM
3696
Palatine Hill Wealth Management
Michigan
$755K +$16K +40 +2%
CA
3697
Chatterton & Associates
California
$754K +$28.1K +70 +4%
AGM
3698
Alpine Global Management
New York
$753K +$800K +1,994 New
PAS
3699
Professional Advisory Services
Florida
$750K +$796K +1,985 New
4A
3700
4Wealth Advisors
Illinois
$746K -$87.8K -219 -10%
146 147
148
149 150