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Broadcom
AVGO

Name Holding Trade Value Shares
Change 		Change in
Stake
CCI
4001
Credit Capital Investments
New Jersey
$433K -$154K -430 -26%
AWMG
4002
Alliance Wealth Management Group
New Jersey
$433K – – –
PWM
4003
Pursuit Wealth Management
Florida
$433K +$447K +1,250 New
CWM
4004
Chicago Wealth Management
Illinois
$432K +$136K +380 +44%
IWA
4005
Inspirion Wealth Advisors
Illinois
$432K -$180K -504 -29%
CHA
4006
Cooper/Haims Advisors
New York
$432K -$60.1K -168 -12%
M
4007
MATAURO
New York
$432K +$185K +518 +71%
CSC
4008
Caldwell Sutter Capital
California
$431K -$75.1K -210 -14%
MBC
4009
Michael Brady & Co
Ohio
$431K +$445K +1,245 New
SHA
4010
Seneca House Advisors
Virginia
$431K +$35K +98 +9%
SCI
4011
S&CO Inc
Massachusetts
$430K – – –
FPI
4012
Financial Plan Inc
Washington
$430K +$444K +1,242 New
AWM
4013
Altus Wealth Management
Kentucky
$429K – – –
AIP
4014
Almanack Investment Partners
Pennsylvania
$429K +$443K +1,240 New
SL
4015
SFM LLC
New Hampshire
$429K +$169K +472 +62%
CMP
4016
Coston McIsaac & Partners
Maine
$427K +$220K +615 +99%
BWMG
4017
Barnes Wealth Management Group
California
$426K +$9.65K +27 +2%
ACM
4018
Advance Capital Management
Michigan
$426K +$358 +1 +0.1%
KA
4019
Kure Advisory
Minnesota
$425K +$59.4K +166 +16%
CFM
4020
Cornerstone Financial Management
Massachusetts
$425K +$440K +1,229 New
PFG
4021
Prospect Financial Group
Virginia
$425K -$44K -123 -9%
RWP
4022
Ridgeline Wealth Planning
Ohio
$424K +$85.1K +238 +24%
MWM
4023
Momentous Wealth Management
Washington
$424K +$7.87K +22 +2%
PWMA
4024
Pension & Wealth Management Advisors
Massachusetts
$424K +$45.1K +126 +11%
TCM
4025
Teza Capital Management
Illinois
$423K +$437K +1,223 New
159 160
161
162 163