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Broadcom
AVGO

Name Holding Trade Value Shares
Change 		Change in
Stake
BWG
3976
Beta Wealth Group
California
$533K – – –
BCM
3977
Brookmont Capital Management
Texas
$532K +$39.7K +99 +8%
LWM
3978
Laidlaw Wealth Management
New York
$532K -$10.4K -26 -2%
LFS
3979
Lutz Financial Services
Nebraska
$531K +$14K +35 +3%
AWM
3980
Adams Wealth Management
Utah
$531K +$29.7K +74 +6%
SP
3981
Successful Portfolios
Florida
$530K -$4.01K -10 -0.7%
RIS
3982
Retirement Income Solutions
Michigan
$530K – – –
RAS
3983
RPS Advisory Solutions
Kentucky
$530K +$20.4K +51 +4%
SWM
3984
Sagace Wealth Management
Florida
$530K -$47.3K -118 -8%
WAOI
3985
Wealth Advisors of Iowa
Iowa
$529K – – –
PCM
3986
Praxis Capital Management
Illinois
$529K -$403K -1,004 -42%
MIM
3987
Montgomery Investment Management
Maryland
$526K +$802 +2 +0.1%
NF
3988
Napier Financial
Massachusetts
$526K -$11.6K -29 -2%
VPF
3989
Vantage Point Financial
Illinois
$526K +$48.9K +122 +10%
EWP
3990
Equity Wealth Partners
Missouri
$526K +$802 +2 +0.1%
OBGC
3991
O'Brien Greene & Co
Pennsylvania
$525K -$601K -1,500 -52%
EFG
3992
Ehrlich Financial Group
California
$525K -$54.5K -136 -9%
CFG
3993
Copley Financial Group
California
$523K -$158K -395 -22%
FC
3994
Fusion Capital
South Carolina
$523K -$287K -717 -34%
CWMS
3995
Cannon Wealth Management Services
North Carolina
$521K -$1.6K -4 -0.3%
CS
3996
Capital Square
Tennessee
$520K -$83.4K -208 -14%
CC
3997
Cadinha & Co
Hawaii
$519K – – –
TCM
3998
TABR Capital Management
California
$518K +$3.21K +8 +0.6%
FGC
3999
First Growth Capital
Maryland
$516K -$61.7K -154 -10%
AWMI
4000
Aegis Wealth Management (Iowa)
Iowa
$515K +$73.4K +183 +15%
158 159
160
161 162