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Broadcom
AVGO

Name Holding Trade Value Shares
Change 		Change in
Stake
NEWAS
4001
N.E.W. Advisory Services
Wisconsin
$247K +$54K +176 +31%
RE
4002
Rydar Equities
Texas
$247K +$227K +741 New
MAFA
4003
MJT & Associates Financial Advisory
Minnesota
$247K +$307 +1 +0.1%
GAM
4004
GEM Asset Management
Michigan
$247K -$55.2K -180 -20%
AIS
4005
AM Investment Strategies
Tennessee
$246K +$229K +745 New
MP
4006
Moment Partners
California
$246K – – –
MIM
4007
Marshall Investment Management
Colorado
$245K +$228K +744 New
SRCM
4008
Signature Resources Capital Management
California
$244K -$18.1K -59 -7%
UBG
4009
United Bank (Georgia)
Georgia
$243K +$226K +738 New
WAG
4010
Wiser Advisor Group
Arizona
$243K +$226K +738 New
AWM
4011
Avaii Wealth Management
Wisconsin
$243K +$226K +737 New
CFP
4012
Cypress Financial Planning
New Jersey
$242K +$225K +734 New
MCP
4013
Martin Capital Partners
Oregon
$241K -$46.3K -151 -17%
KCM
4014
Kennicott Capital Management
California
$241K – – –
LWM
4015
Luminvest Wealth Management
Arizona
$241K – – –
M
4016
MATAURO
New York
$241K +$224K +729 New
CFS
4017
CGC Financial Services
Oregon
$240K – – –
LWMI
4018
Landmark Wealth Management (Illinois)
Illinois
$240K – – –
BWP
4019
Burling Wealth Partners
Illinois
$240K +$223K +728 New
NFG
4020
Norris Financial Group
South Carolina
$239K +$222K +723 New
CFG
4021
Certior Financial Group
Pennsylvania
$238K +$221K +721 New
CNTOF
4022
Canandaigua National Trust of Florida
New York
$238K +$221K +720 New
CCA
4023
Cottonwood Capital Advisors
Utah
$237K -$494K -1,611 -69%
IWM
4024
Integris Wealth Management
California
$236K +$219K +715 New
PPH
4025
Pure Portfolios Holdings
Oregon
$235K +$219K +713 New
159 160
161
162 163