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Broadcom
AVGO

Name Holding Trade Value Shares
Change 		Change in
Stake
OFA
3951
Orographic Financial Advisors
Colorado
$435K +$463K +1,406 New
KAS
3952
Kemnay Advisory Services
New York
$435K +$5.92K +18 +1%
JWM
3953
Johnson Wealth Management
North Dakota
$434K -$20.1K -61 -4%
WAOI
3954
Wealth Advisors of Iowa
Iowa
$434K +$15.5K +47 +3%
PCMC
3955
Paragon Capital Management (Colorado)
Colorado
$433K -$159K -483 -26%
VW
3956
Veridan Wealth
Oregon
$433K +$30.3K +92 +7%
RFO
3957
RiverGlades Family Offices
Florida
$433K +$461K +1,400 New
PF
3958
PlanVest Financial
Maryland
$432K +$459K +1,396 New
LHP
3959
Lexington Hill Partners
Texas
$432K +$459K +1,395 New
FPI
3960
Financial Plan Inc
Washington
$431K +$49K +149 +12%
MIM
3961
Montgomery Investment Management
Maryland
$430K +$987 +3 +0.2%
EWP
3962
Equity Wealth Partners
Missouri
$430K +$9.21K +28 +2%
AIA
3963
AIMZ Investment Advisors
California
$429K +$31.9K +97 +8%
JE
3964
Jacobs Equity
Utah
$428K +$16.1K +49 +4%
CWMS
3965
Cannon Wealth Management Services
North Carolina
$428K -$13.5K -41 -3%
PSP
3966
Pacific Sage Partners
Washington
$428K -$8.88K -27 -2%
MCM
3967
Marathon Capital Management
Maryland
$427K – – –
CCG
3968
Capital CS Group
California
$426K +$89.8K +273 +25%
AWA
3969
Argos Wealth Advisors
California
$426K -$10.2K -31 -2%
OFG
3970
Opulen Financial Group
Virginia
$426K +$38.8K +118 +9%
VW
3971
Vance Wealth
California
$426K +$25.3K +77 +6%
UWM
3972
Urban Wealth Management
California
$426K -$141K -428 -24%
CL
3973
CLG LLC
California
$425K +$10.2K +31 +2%
CC
3974
Cadinha & Co
Hawaii
$425K +$21.4K +65 +5%
LFS
3975
Lutz Financial Services
Nebraska
$425K -$30.6K -93 -6%
157 158
159
160 161