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Broadcom
AVGO

Name Holding Trade Value Shares
Change 		Change in
Stake
EGWAG
3751
Elwood & Goetz Wealth Advisory Group
Georgia
$551K +$85.2K +259 +17%
CFG
3752
Copley Financial Group
California
$551K -$28K -85 -5%
SFG
3753
SNS Financial Group
Minnesota
$551K +$115K +348 +24%
CCG
3754
Coastwise Capital Group
California
$549K +$134K +408 +30%
SHFP
3755
Second Half Financial Partners
Florida
$549K +$329 +1 +0.1%
WWMP
3756
Wagner Wealth Management (Pennsylvania)
Pennsylvania
$548K +$58.9K +179 +11%
HBWM
3757
Hollow Brook Wealth Management
New York
$548K – – –
MSWM
3758
Master's Wealth Management
Pennsylvania
$548K -$25K -76 -4%
WC
3759
Westerkirk Capital
$547K – – –
OCM
3760
Orion Capital Management
California
$546K +$658 +2 +0.1%
MAM
3761
MMA Asset Management
Pennsylvania
$546K +$47.4K +144 +9%
AW
3762
Avion Wealth
Texas
$546K -$68.4K -208 -11%
EA
3763
Evergreen Advisors
Tennessee
$544K – – –
FI
3764
FWG Investments
Kentucky
$544K +$207K +629 +56%
UPS
3765
UHLMANN PRICE SECURITIES
Illinois
$542K +$63.2K +192 +12%
HWP
3766
Highline Wealth Partners
California
$539K +$200K +607 +53%
BM
3767
Berman McAleer
Maryland
$539K +$81.9K +249 +17%
NCM
3768
New Capital Management
Texas
$539K -$19.1K -58 -3%
BBI
3769
Baxter Bros Inc
Connecticut
$538K – – –
FLP
3770
Financial Life Planners
Arizona
$538K -$3.95K -12 -0.7%
CC
3771
Cornerstone Capital
California
$537K -$17.8K -54 -3%
RDFA
3772
Ritter Daniher Financial Advisory
Ohio
$537K -$17.1K -52 -3%
GFPC
3773
Global Financial Private Client
Florida
$536K +$23K +70 +4%
RFG
3774
REAP Financial Group
Texas
$535K +$12.2K +37 +2%
FPWM
3775
FSB Premier Wealth Management
Iowa
$533K +$352K +1,069 +163%
149 150
151
152 153