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Broadcom
AVGO

Name Holding Trade Value Shares
Change 		Change in
Stake
MFPI
3776
Midwest Financial Partners Investments
Minnesota
$571K +$590K +1,649 New
SIM
3777
Seaview Investment Managers
Florida
$570K -$36.8K -103 -6%
PAG
3778
Poinciana Advisors Group
Florida
$569K -$29.3K -82 -5%
FGG
3779
Financial Guidance Group
Florida
$564K – – –
RA
3780
Ruggaard & Associates
Ohio
$564K -$3.58K -10 -0.6%
SWM
3781
Shelton Wealth Management
Texas
$563K -$12.9K -36 -2%
CGH
3782
CMG Global Holdings
Texas
$563K +$24K +67 +4%
FA
3783
FF Advisors
California
$563K -$715 -2 -0.1%
GAA
3784
Guardian Asset Advisors
Pennsylvania
$562K +$70.8K +198 +14%
TWP
3785
Tower Wealth Partners
Pennsylvania
$562K +$16.1K +45 +3%
MAM
3786
MMA Asset Management
Pennsylvania
$561K +$305K +853 +111%
PHAM
3787
Palisades Hudson Asset Management
Florida
$561K +$45.1K +126 +8%
MTC
3788
McDaniel Terry & Co
Texas
$560K -$907K -2,537 -61%
LWP
3789
LMG Wealth Partners
Louisiana
$560K +$92.6K +259 +19%
SWM
3790
Shrier Wealth Management
California
$558K +$576K +1,611 New
CA
3791
Chatterton & Associates
California
$557K +$575K +1,609 New
HBS
3792
Howard Bailey Securities
Indiana
$554K +$4.29K +12 +0.8%
TWM
3793
Topsail Wealth Management
North Carolina
$554K +$2.86K +8 +0.5%
W
3794
WorthPointe
California
$552K +$283K +790 +98%
WWMP
3795
Wagner Wealth Management (Pennsylvania)
Pennsylvania
$551K +$569K +1,592 New
TA
3796
TrueWealth Advisors
Alabama
$551K -$76.2K -213 -12%
I2I
3797
Insight 2811 Inc
Illinois
$550K – – –
SWM
3798
SFG Wealth Management
Maryland
$549K +$222K +622 +64%
MCA
3799
McGuire Capital Advisors
Oklahoma
$548K +$566K +1,584 New
CIA
3800
Cape Investment Advisory
Georgia
$548K +$443K +1,238 +360%
150 151
152
153 154