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Broadcom
AVGO

Name Holding Trade Value Shares
Change 		Change in
Stake
BTIM
4051
BancFirst Trust & Investment Management
Oklahoma
$388K – – –
T
4052
Tidemark
California
$388K +$20.1K +61 +5%
PFG
4053
Prospect Financial Group
Virginia
$387K +$7.57K +23 +2%
MBC
4054
Michael Brady & Co
Ohio
$385K – – –
TLFA
4055
True Link Financial Advisors
California
$385K -$51.3K -156 -11%
W
4056
WPWealth
Texas
$385K -$23.4K -71 -5%
SCI
4057
S&CO Inc
Massachusetts
$385K – – –
IWC
4058
Infinity Wealth Counsel
Ohio
$384K -$12.2K -37 -3%
PFO
4059
PMG Family Office
Texas
$384K +$14.5K +44 +4%
FC
4060
Financial Consulate
Maryland
$384K +$174K +528 +74%
CMP
4061
Coston McIsaac & Partners
Maine
$383K +$987 +3 +0.2%
KLI
4062
Kelman-Lazarov Inc
Tennessee
$381K -$220K -670 -35%
BWA
4063
BlueSky Wealth Advisors
North Carolina
$380K +$404K +1,228 New
EA
4064
Eclectic Associates
California
$380K -$15.1K -46 -4%
FWM
4065
FMB Wealth Management
California
$379K -$333K -1,013 -45%
BWM
4066
Braeburn Wealth Management
Michigan
$379K +$14.1K +43 +4%
MCM
4067
McRae Capital Management
New Jersey
$378K – – –
HWA
4068
Heritage Wealth Architects
Minnesota
$377K -$8.88K -27 -3%
VH
4069
Visionary Horizons
Tennessee
$377K -$715K -2,174 -64%
W
4070
WorthPointe
California
$376K -$125K -380 -24%
DI
4071
Disciplined Investments
Oklahoma
$376K +$400K +1,215 New
TF
4072
Tudor Financial
Ohio
$375K +$329 +1 +0.1%
FCFC
4073
First Citizens Financial Corp
Iowa
$375K -$31.3K -95 -7%
BFP
4074
Beacon Financial Planning
Massachusetts
$375K +$398K +1,210 New
PWM
4075
Partners Wealth Management
California
$374K -$56.9K -173 -13%
161 162
163
164 165