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Broadcom
AVGO

Name Holding Trade Value Shares
Change 		Change in
Stake
OFS
3851
Oldfather Financial Services
Nebraska
$514K +$531K +1,485 New
RWS
3852
Resolute Wealth Strategies
Mississippi
$513K +$20.7K +58 +4%
MWM
3853
Maripau Wealth Management
Indiana
$512K +$35K +98 +7%
DF
3854
Daviman Financial
Indiana
$511K +$528K +1,477 New
KWA
3855
Kondo Wealth Advisors
California
$511K +$16.4K +46 +3%
GWM
3856
GK Wealth Management
Nevada
$510K -$4.29K -12 -0.8%
LFS
3857
Lutz Financial Services
Nebraska
$507K +$49K +137 +10%
JWM
3858
Johnson Wealth Management
North Dakota
$506K +$24.7K +69 +5%
DF
3859
Dunhill Financial
United Kingdom
$506K +$1.03M +2,870 +198%
RAS
3860
RPS Advisory Solutions
Kentucky
$506K +$9.3K +26 +2%
CCM
3861
Cloud Capital Management
Washington
$505K +$173K +484 +50%
LF
3862
LifeSteps Financial
California
$504K +$100K +280 +24%
FIM
3863
FWL Investment Management
Texas
$504K +$76.5K +214 +17%
SC
3864
Searle & Co
Connecticut
$504K +$173K +485 +50%
GFWA
3865
Grey Fox Wealth Advisors
Delaware
$503K -$11.8K -33 -2%
AFA
3866
American Financial Advisors
Georgia
$503K – – –
HWMT
3867
Heritage Wealth Management (Texas)
Texas
$503K – – –
CMF
3868
Counterpoint Mutual Funds
California
$503K -$18.6K -52 -3%
REMPR
3869
Roof Eidam Maycock Peralta (REMP)
California
$502K – – –
HNWA
3870
Henrickson Nauta Wealth Advisors
Michigan
$502K +$236K +661 +83%
PWC
3871
Pathfinder Wealth Consulting
North Carolina
$501K +$518K +1,449 New
SFGP
3872
Stonebridge Financial Group (Pennsylvania)
Pennsylvania
$501K +$33.6K +94 +7%
NCG
3873
Newport Capital Group
New Jersey
$501K +$42.9K +120 +9%
TLA
3874
Tanglewood Legacy Advisors
Texas
$500K – – –
BWP
3875
Barlow Wealth Partners
Kentucky
$500K +$105K +293 +25%
153 154
155
156 157