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Broadcom
AVGO

Name Holding Trade Value Shares
Change 		Change in
Stake
HCM
3951
Harvey Capital Management
Florida
$578K +$613K +1,530 New
FA
3952
Fiducient Advisors
Illinois
$577K +$183K +457 +43%
MPW
3953
Magnolia Private Wealth
Pennsylvania
$576K +$131K +326 +27%
HOWA
3954
Heritage Oak Wealth Advisors
Florida
$576K +$8.82K +22 +1%
AIM
3955
Aspen Investment Management
Michigan
$576K -$234K -584 -28%
EC
3956
Eaton-Cambridge
Arizona
$576K +$36.5K +91 +6%
BAG
3957
Bridgewealth Advisory Group
California
$575K +$1.6K +4 +0.3%
AA
3958
Addison Advisors
Vermont
$573K -$1.61M -4,007 -73%
KOMWMG
3959
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$572K -$2.81K -7 -0.5%
HPWM
3960
High Point Wealth Management
New Jersey
$570K – – –
IWS
3961
Intentional Wealth Strategies
Colorado
$570K -$26.5K -66 -4%
NCM
3962
Nelson Capital Management
California
$569K +$8.42K +21 +1%
PF
3963
Parker Financial
Washington
$567K -$20.9K -52 -3%
NA
3964
Note Advisors
New York
$565K – – –
TCM
3965
Towercrest Capital Management
Pennsylvania
$565K -$3.21K -8 -0.5%
GCM
3966
Gallacher Capital Management
Colorado
$564K -$782K -1,951 -57%
BWM
3967
Braeburn Wealth Management
Michigan
$564K +$109K +271 +22%
OE
3968
OFS Enterprise
Nebraska
$561K +$22.1K +55 +4%
CIM
3969
Catalyst Investment Management
New Hampshire
$561K +$73K +182 +14%
SRWM
3970
Shira Ridge Wealth Management
California
$559K +$20.4K +51 +4%
BWP
3971
Barlow Wealth Partners
Kentucky
$559K – – –
ACA
3972
Ascension Capital Advisors
Texas
$558K – – –
ACM
3973
Advance Capital Management
Michigan
$558K +$1.2K +3 +0.2%
IWMO
3974
Integrated Wealth Management (Ohio)
Ohio
$558K +$2.41K +6 +0.4%
RC
3975
Rexford Capital
Texas
$555K +$44.5K +111 +8%
157 158
159
160 161