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Broadcom
AVGO

Name Holding Trade Value Shares
Change 		Change in
Stake
KWM
4051
KW Wealth Management
California
$228K +$212K +690 New
SPP
4052
Single Point Partners
Massachusetts
$227K -$38.7K -126 -15%
BWM
4053
Base Wealth Management
Florida
$227K +$211K +689 New
SWM
4054
SK Wealth Management
Rhode Island
$227K +$202K +659 New
BFAG
4055
Blackston Financial Advisory Group
Florida
$227K +$211K +688 New
HP
4056
HT Partners
Connecticut
$227K -$57.4K -187 -21%
VFG
4057
V2 Financial group
Illinois
$227K +$211K +688 New
PCI
4058
Planning Center Inc
Illinois
$227K +$211K +687 New
CIR
4059
Clear Investment Research
Georgia
$227K +$920 +3 +0.4%
NPF
4060
Norris Perne & French
Michigan
$226K +$210K +686 New
RFG
4061
RFP Financial Group
Georgia
$226K -$7.06K -23 -2%
MFGP
4062
Marshall Financial Group (Pennsylvania)
Pennsylvania
$225K +$210K +683 New
EP
4063
Essential Planning
New Hampshire
$225K +$209K +682 New
SWM
4064
Shakespeare Wealth Management
Wisconsin
$225K +$209K +682 New
KP
4065
Kitching Partners
Pennsylvania
$225K +$209K +681 New
RF
4066
Roxbury Financial
New Jersey
$224K +$307 +1 +0.1%
KHC
4067
Koesten Hirschmann & Crabtree
Kansas
$224K – – –
CIA
4068
Cladis Investment Advisory
Montana
$224K +$209K +680 New
AC
4069
AWM Capital
Arizona
$223K +$207K +675 New
AWA
4070
Archvest Wealth Advisors
California
$223K +$207K +675 New
CA
4071
Capital Advantage
California
$222K +$207K +674 New
SG
4072
Stanich Group
New York
$222K +$206K +673 New
LODC
4073
Lanham O'Dell & Company
West Virginia
$222K +$206K +673 New
SA
4074
Sincerus Advisory
New York
$222K +$206K +672 New
AFA
4075
Avant Financial Advisors
Texas
$221K +$206K +670 New
161 162
163
164 165