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Broadcom
AVGO

Name Holding Trade Value Shares
Change 		Change in
Stake
SFA
3701
Seneca Financial Advisors
New York
$278K +$219K +1,010 New
TF
3702
Theory Financial
Colorado
$278K +$206K +947 New
PPA
3703
Painted Porch Advisors
California
$278K +$59.5K +274 +37%
RFG
3704
REAP Financial Group
Texas
$277K +$41.9K +193 +24%
DA
3705
Detalus Advisors
Missouri
$277K +$218K +1,005 New
DW
3706
Dodds Wealth
Colorado
$277K +$218K +1,004 New
GWM
3707
GSB Wealth Management
Connecticut
$276K +$218K +1,003 New
CGH
3708
CMG Global Holdings
Texas
$276K +$204K +938 New
PCC
3709
Park Circle Company
Maryland
$276K – – –
MCM
3710
McRae Capital Management
New Jersey
$276K +$217K +1,000 New
PF
3711
Penney Financial
Texas
$276K +$217K +1,000 New
PM
3712
Phraction Management
Connecticut
$276K +$217K +1,000 New
BC
3713
Brio Consultants
California
$275K -$207K -952 -49%
BWP
3714
BlueStem Wealth Partners
Minnesota
$275K +$216K +997 New
CWM
3715
Cabot Wealth Management
Massachusetts
$275K +$216K +997 New
TI
3716
tru Independence
Oregon
$274K +$216K +996 New
KWM
3717
KMT Wealth Management
California
$273K +$215K +990 New
SIC
3718
Sage Investment Counsel
Tennessee
$273K +$215K +990 New
TCM
3719
TD Capital Management
Tennessee
$272K +$49.5K +228 +30%
AA
3720
Aire Advisors
California
$272K +$214K +987 New
BWM
3721
Brickley Wealth Management
California
$272K +$214K +986 New
DCM
3722
Dimension Capital Management
Florida
$272K +$214K +986 New
MCA
3723
Martin Capital Advisors
Texas
$272K +$214K +986 New
PSP
3724
Pacific Sage Partners
Washington
$272K +$214K +986 New
RFG
3725
RFP Financial Group
Georgia
$271K +$214K +984 New
147 148
149
150 151