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Broadcom
AVGO

Name Holding Trade Value Shares
Change 		Change in
Stake
SWM
3851
SFG Wealth Management
Maryland
$491K +$329 +1 +0.1%
RA
3852
Ruggaard & Associates
Ohio
$491K -$13.8K -42 -3%
SFB
3853
STAR Financial Bank
Indiana
$490K -$101K -306 -16%
NCG
3854
Newport Capital Group
New Jersey
$490K +$44.8K +136 +9%
NF
3855
Nvest Financial
New Hampshire
$490K +$87.5K +266 +20%
CA
3856
Clune & Associates
Illinois
$489K – – –
GSWM
3857
Greenup Street Wealth Management
Michigan
$489K +$85.2K +259 +20%
ACA
3858
Affinity Capital Advisors
California
$488K -$47.1K -143 -8%
E
3859
Entelevest
Florida
$487K -$62.2K -189 -11%
HWA
3860
HMV Wealth Advisors
Louisiana
$487K – – –
IWS
3861
Intentional Wealth Strategies
Colorado
$487K +$518K +1,574 New
PMG
3862
ProVise Management Group
Florida
$487K +$68.4K +208 +15%
IG
3863
IFS Group
Pennsylvania
$486K +$517K +1,571 New
HPIA
3864
Hamilton Point Investment Advisors
North Carolina
$484K -$120K -365 -19%
PWP
3865
Prasad Wealth Partners
Ohio
$484K -$4.28K -13 -0.8%
BSAM
3866
Blue Square Asset Management
New York
$483K – – –
CIAS
3867
CBIZ Investment Advisory Services
Ohio
$483K -$328K -996 -39%
EL
3868
EQ LLC
Washington
$483K +$49.4K +150 +11%
AFAS
3869
Acorn Financial Advisory Services
Virginia
$483K -$34.2K -104 -6%
MWM
3870
Mosley Wealth Management
California
$483K -$122K -372 -20%
LPAM
3871
Lodestar Private Asset Management
California
$483K +$21.4K +65 +4%
NEPPG
3872
New England Professional Planning Group
Rhode Island
$482K – – –
WAM
3873
Weinberger Asset Management
California
$482K -$34.2K -104 -6%
PWMG
3874
Private Wealth Management Group
New Jersey
$481K +$1.97K +6 +0.4%
UIM
3875
Unified Investment Management
Georgia
$481K -$3.95K -12 -0.8%
153 154
155
156 157