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Broadcom
AVGO

Name Holding Trade Value Shares
Change 		Change in
Stake
PPWM
3776
Perissos Private Wealth Management
Oklahoma
$250K +$197K +908 New
RWP
3777
Ridgeline Wealth Planning
Ohio
$249K +$196K +904 New
PCMF
3778
Private Capital Management (Florida)
Florida
$249K +$196K +902 New
SAS
3779
SMI Advisory Services
Indiana
$248K +$192K +884 New
SWP
3780
SIMA Wealth Partners
Virginia
$248K -$21.7K -100 -10%
MCA
3781
Midwest Capital Advisors
Michigan
$248K – – –
PFC
3782
Phocas Financial Corp
California
$248K +$195K +900 New
BAM
3783
Bosun Asset Management
Illinois
$248K +$195K +899 New
W
3784
Wealthquest
Ohio
$248K +$195K +898 New
ICMM
3785
Integrated Capital Management (Michigan)
Michigan
$247K +$186K +858 New
AWA
3786
Arbor Wealth Advisors
Michigan
$245K +$193K +890 New
CCP
3787
Clarity Capital Partners
California
$245K +$193K +889 New
KFP
3788
Keener Financial Planning
Texas
$245K – – –
SFA
3789
Semmax Financial Advisors
North Carolina
$245K – – –
MCP
3790
Martin Capital Partners
Oregon
$244K +$192K +883 New
AIA
3791
Allied Investment Advisors
Montana
$244K +$192K +884 New
TFA
3792
TPG Financial Advisors
Oregon
$243K +$192K +883 New
JWM
3793
Jessup Wealth Management
Ohio
$243K +$191K +881 New
GPA
3794
Garrison Point Advisors
California
$243K +$191K +880 New
FFS
3795
Flavin Financial Services
Florida
$241K +$190K +875 New
HP
3796
HT Partners
Connecticut
$241K +$190K +875 New
BOM
3797
Bank of Marin
California
$241K +$190K +875 New
OWA
3798
One Wealth Advisors
California
$240K +$189K +871 New
GWWM
3799
Great Waters Wealth Management
Minnesota
$240K +$189K +870 New
AIP
3800
Almanack Investment Partners
Pennsylvania
$240K +$189K +869 New
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