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Broadcom
AVGO

Name Holding Trade Value Shares
Change 		Change in
Stake
LOPW
4051
Live Oak Private Wealth
North Carolina
$406K -$11.4K -32 -3%
CD
4052
Capital Developers
North Carolina
$404K +$417K +1,166 New
MWM
4053
MBE Wealth Management
Wisconsin
$403K -$58.3K -163 -12%
WPA
4054
Wealth Preservation Advisors
Tennessee
$402K -$3.22K -9 -0.8%
FUBT
4055
First United Bank & Trust
Maryland
$401K -$25K -70 -6%
WIM
4056
Waycross Investment Management
Washington
$401K – – –
GCM
4057
G2 Capital Management
Ohio
$401K +$13.2K +37 +3%
WCM
4058
Wealthcare Capital Management
Virginia
$401K – – –
DFG
4059
Demars Financial Group
Washington
$401K +$44K +123 +12%
TWP
4060
Tempus Wealth Planning
California
$400K -$35.8K -100 -8%
BAM
4061
Broyhill Asset Management
North Carolina
$400K -$80.5K -225 -16%
CWMA
4062
Capstone Wealth Management (Alabama)
Alabama
$400K +$25.4K +71 +7%
WCM
4063
Warburton Capital Management
Oklahoma
$399K +$34.7K +97 +9%
MW
4064
Marrick Wealth
California
$398K +$411K +1,150 New
MWM
4065
Mascoma Wealth Management
New Hampshire
$397K +$13.9K +39 +4%
CFGA
4066
Cambridge Financial Group (Arizona)
Arizona
$397K -$32.2K -90 -5%
AFC
4067
Ares Financial Consulting
California
$396K +$409K +1,145 New
2WWM
4068
21 West Wealth Management
California
$395K -$17.9K -50 -4%
DFS
4069
Dixon Fnancial Services
California
$395K – – –
CWA
4070
Clarus Wealth Advisors
Arizona
$394K +$74K +207 +23%
WAP
4071
Wealth Analytics Partners
California
$393K +$406K +1,135 New
GIP
4072
Greatmark Investment Partners
Georgia
$393K – – –
HWP
4073
Highline Wealth Partners
California
$393K +$111K +310 +38%
AWM
4074
Adams Wealth Management
Utah
$393K -$52.9K -148 -12%
BWG
4075
Beta Wealth Group
California
$392K -$358 -1 -0.1%
161 162
163
164 165