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Broadcom
AVGO

Name Holding Trade Value Shares
Change 		Change in
Stake
BSAM
3901
Blue Square Asset Management
New York
$590K – – –
NEPPG
3902
New England Professional Planning Group
Rhode Island
$588K – – –
IA
3903
IMZ Advisory
Florida
$587K +$1.2K +3 +0.2%
HWM
3904
HBE Wealth Management
Nebraska
$587K -$42.1K -105 -6%
PWMG
3905
Private Wealth Management Group
New Jersey
$587K -$401 -1 -0.1%
WQ
3906
Wealth Quarterback
New Jersey
$586K +$21.7K +54 +4%
RA
3907
Rubicon Advisors
California
$586K -$238K -593 -28%
EL
3908
EQ LLC
Washington
$586K -$4.41K -11 -0.7%
LWM
3909
Lakeridge Wealth Management
Ohio
$585K +$91.4K +228 +17%
NFG
3910
Nadler Financial Group
Illinois
$585K +$8.42K +21 +1%
SC
3911
Schubert & Co
Texas
$583K +$48.1K +120 +8%
TI
3912
tru Independence
Oregon
$581K +$4.81K +12 +0.8%
NFC
3913
Northstar Financial Companies
Pennsylvania
$581K -$193K -482 -24%
DWM
3914
DeLarme Wealth Management
California
$580K -$21.3K -53 -3%
KOC
3915
Koss-Olinger Consulting
Florida
$580K -$1.44M -3,598 -70%
PWP
3916
Prasad Wealth Partners
Ohio
$580K -$11.6K -29 -2%
TWM
3917
TSA Wealth Management
Texas
$579K +$74.6K +186 +14%
FGC
3918
Financial Gravity Companies
Texas
$579K +$615K +1,533 New
ACM
3919
Ashford Capital Management
Delaware
$578K -$52.1K -130 -8%
HCM
3920
Harvey Capital Management
Florida
$578K +$613K +1,530 New
FA
3921
Fiducient Advisors
Illinois
$577K +$183K +457 +43%
MPW
3922
Magnolia Private Wealth
Pennsylvania
$576K +$131K +326 +27%
HOWA
3923
Heritage Oak Wealth Advisors
Florida
$576K +$8.82K +22 +1%
AIM
3924
Aspen Investment Management
Michigan
$576K -$234K -584 -28%
EC
3925
Eaton-Cambridge
Arizona
$576K +$36.5K +91 +6%
155 156
157
158 159