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Broadcom
AVGO

Name Holding Trade Value Shares
Change 		Change in
Stake
IDA
3776
Intelligence Driven Advisers
California
$251K -$89.5K -412 -31%
GAM
3777
GEM Asset Management
Michigan
$251K +$198K +914 New
PPWM
3778
Perissos Private Wealth Management
Oklahoma
$250K +$197K +908 New
RWP
3779
Ridgeline Wealth Planning
Ohio
$249K +$196K +904 New
PCMF
3780
Private Capital Management (Florida)
Florida
$249K +$196K +902 New
SAS
3781
SMI Advisory Services
Indiana
$248K +$192K +884 New
SWP
3782
SIMA Wealth Partners
Virginia
$248K -$21.7K -100 -10%
MCA
3783
Midwest Capital Advisors
Michigan
$248K – – –
PFC
3784
Phocas Financial Corp
California
$248K +$195K +900 New
BAM
3785
Bosun Asset Management
Illinois
$248K +$195K +899 New
W
3786
Wealthquest
Ohio
$248K +$195K +898 New
ICMM
3787
Integrated Capital Management (Michigan)
Michigan
$247K +$186K +858 New
AWA
3788
Arbor Wealth Advisors
Michigan
$245K +$193K +890 New
CCP
3789
Clarity Capital Partners
California
$245K +$193K +889 New
KFP
3790
Keener Financial Planning
Texas
$245K – – –
SFA
3791
Semmax Financial Advisors
North Carolina
$245K – – –
MCP
3792
Martin Capital Partners
Oregon
$244K +$192K +883 New
AIA
3793
Allied Investment Advisors
Montana
$244K +$192K +884 New
TFA
3794
TPG Financial Advisors
Oregon
$243K +$192K +883 New
JWM
3795
Jessup Wealth Management
Ohio
$243K +$191K +881 New
GPA
3796
Garrison Point Advisors
California
$243K +$191K +880 New
FFS
3797
Flavin Financial Services
Florida
$241K +$190K +875 New
HP
3798
HT Partners
Connecticut
$241K +$190K +875 New
BOM
3799
Bank of Marin
California
$241K +$190K +875 New
OWA
3800
One Wealth Advisors
California
$240K +$189K +871 New
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