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Broadcom
AVGO

Name Holding Trade Value Shares
Change 		Change in
Stake
GWWM
3801
Great Waters Wealth Management
Minnesota
$240K +$189K +870 New
AIP
3802
Almanack Investment Partners
Pennsylvania
$240K +$189K +869 New
EF
3803
Elite Financial
Idaho
$239K -$43.2K -199 -20%
GSF
3804
Grove Street Fiduciary
New Hampshire
$239K +$188K +866 New
BWM
3805
Boyd Wealth Management
California
$237K +$187K +861 New
ANB
3806
Amarillo National Bank
Texas
$237K +$187K +860 New
PWMA
3807
Pension & Wealth Management Advisors
Massachusetts
$236K -$134K -615 -42%
OFG
3808
Opulen Financial Group
Virginia
$236K +$186K +857 New
MPW
3809
Magnolia Private Wealth
Pennsylvania
$236K +$186K +856 New
JHC
3810
J. Hagan Capital
Kentucky
$236K -$29.1K -134 -14%
SP
3811
Successful Portfolios
Florida
$236K +$186K +855 New
TAM
3812
Tucker Asset Management
Colorado
$235K +$185K +852 New
SCM
3813
Sandler Capital Management
New York
$234K -$1.63M -7,516 -90%
SC
3814
Shearwater Capital
Colorado
$234K +$185K +850 New
CIS
3815
Continental Investors Services
Washington
$234K +$184K +849 New
TFG
3816
Taylor Financial Group
Virginia
$233K +$184K +847 New
GPWM
3817
Grant Private Wealth Management
California
$233K -$1.67M -7,684 -90%
BW
3818
Balance Wealth
Ohio
$232K +$183K +842 New
BWM
3819
Bernard Wealth Management
Michigan
$232K -$133K -612 -42%
HIA
3820
HTG Investment Advisors
Connecticut
$231K +$182K +838 New
A
3821
AlphaQuest
New York
$230K +$28.7K +132 +19%
KGP
3822
Keystone Global Partners
Colorado
$229K – – –
AEPWM
3823
Atlantic Edge Private Wealth Management
Florida
$228K – – –
WFA
3824
WestHill Financial Advisors
California
$228K +$180K +827 New
CFA
3825
CWS Financial Advisors
Michigan
$227K +$179K +825 New
151 152
153
154 155