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Broadcom
AVGO

Name Holding Trade Value Shares
Change 		Change in
Stake
CCM
3851
Cloud Capital Management
Washington
$505K +$173K +484 +50%
LF
3852
LifeSteps Financial
California
$504K +$100K +280 +24%
FIM
3853
FWL Investment Management
Texas
$504K +$76.5K +214 +17%
SC
3854
Searle & Co
Connecticut
$504K +$173K +485 +50%
GFWA
3855
Grey Fox Wealth Advisors
Delaware
$503K -$11.8K -33 -2%
AFA
3856
American Financial Advisors
Georgia
$503K – – –
HWMT
3857
Heritage Wealth Management (Texas)
Texas
$503K – – –
CMF
3858
Counterpoint Mutual Funds
California
$503K -$18.6K -52 -3%
REMPR
3859
Roof Eidam Maycock Peralta (REMP)
California
$502K – – –
HNWA
3860
Henrickson Nauta Wealth Advisors
Michigan
$502K +$236K +661 +83%
PWC
3861
Pathfinder Wealth Consulting
North Carolina
$501K +$518K +1,449 New
SFGP
3862
Stonebridge Financial Group (Pennsylvania)
Pennsylvania
$501K +$33.6K +94 +7%
NCG
3863
Newport Capital Group
New Jersey
$501K +$42.9K +120 +9%
TLA
3864
Tanglewood Legacy Advisors
Texas
$500K – – –
BWP
3865
Barlow Wealth Partners
Kentucky
$500K +$105K +293 +25%
KOMWMG
3866
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$499K -$83K -232 -14%
BAM
3867
Blueshift Asset Management
New Jersey
$499K +$240K +672 +87%
CCA
3868
Carrera Capital Advisors
Michigan
$498K +$211K +590 +69%
BAM
3869
Bellevue Asset Management
Washington
$498K -$431K -1,204 -46%
DIP
3870
Davis Investment Partners
North Carolina
$497K -$7.87K -22 -2%
NSB
3871
Norway Savings Bank
Maine
$497K +$94.8K +265 +23%
WA
3872
WealthTrust Axiom
Pennsylvania
$497K -$97.6K -273 -16%
IWMO
3873
Integrated Wealth Management (Ohio)
Ohio
$496K +$513K +1,434 New
G
3874
GenTrust
Florida
$496K +$10.7K +30 +2%
AV
3875
Aspiring Ventures
Ohio
$496K +$65.8K +184 +15%
153 154
155
156 157