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Broadcom
AVGO

Name Holding Trade Value Shares
Change 		Change in
Stake
W
3676
WPWealth
Texas
$406K +$10.7K +35 +3%
PCM
3677
Pennsylvania Capital Management
Pennsylvania
$405K +$23.9K +78 +7%
BTIM
3678
BancFirst Trust & Investment Management
Oklahoma
$405K +$10.7K +35 +3%
RFG
3679
REAP Financial Group
Texas
$404K +$67.2K +219 +22%
TW
3680
Trajan Wealth
Arizona
$404K +$375K +1,223 New
DKCM
3681
Davidson Kahn Capital Management
California
$401K +$34.7K +113 +10%
CAG
3682
Compass Advisory Group
New York
$401K +$373K +1,215 New
T
3683
Tidemark
California
$400K +$6.75K +22 +2%
WFPG
3684
Waller Financial Planning Group
Ohio
$399K +$307 +1 +0.1%
HKAM
3685
Horizon Kinetics Asset Management
New York
$398K -$73.9K -241 -17%
DFG
3686
Dupree Financial Group
Kentucky
$398K +$7.98K +26 +2%
BWMG
3687
Barnes Wealth Management Group
California
$398K -$18.1K -59 -5%
LOPW
3688
Live Oak Private Wealth
North Carolina
$398K -$4.29K -14 -1%
FPGK
3689
Financial Partners Group (Kansas)
Kansas
$397K +$27.9K +91 +8%
EA
3690
Eclectic Associates
California
$397K +$1.23K +4 +0.3%
CCM
3691
Chiron Capital Management
Florida
$397K -$306K -997 -45%
MWM
3692
Momentous Wealth Management
Washington
$397K -$9.51K -31 -3%
AFO
3693
Arrowroot Family Office
California
$396K +$85.6K +279 +30%
BWA
3694
BlueChip Wealth Advisors
Georgia
$396K -$113K -367 -23%
CSC
3695
Cove Street Capital
California
$396K – – –
MCM
3696
McRae Capital Management
New Jersey
$396K +$61.4K +200 +20%
EFI
3697
EHP Funds Inc
Canada
$396K +$368K +1,200 New
JCM
3698
JAT Capital Management
Connecticut
$396K +$368K +1,200 New
VW
3699
Vance Wealth
California
$395K +$6.75K +22 +2%
PFO
3700
PMG Family Office
Texas
$395K +$368K +1,198 New
146 147
148
149 150