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Broadcom
AVGO

Name Holding Trade Value Shares
Change 		Change in
Stake
WIC
4076
Whitegate Investment Counselors
New Hampshire
$495K +$802 +2 +0.2%
FC
4077
Financial Consulate
Maryland
$494K +$27.3K +68 +5%
SAMC
4078
Spectrum Asset Management (California)
California
$493K +$524K +1,306 New
RCM
4079
Requisite Capital Management
Texas
$493K -$119K -296 -18%
MFA
4080
Millington Financial Advisors
Illinois
$493K +$21.7K +54 +4%
MA
4081
Macro Advisors
Pennsylvania
$492K +$5.61K +14 +1%
RWP
4082
Ridgeline Wealth Planning
Ohio
$492K +$10.8K +27 +2%
HA
4083
Helium Advisors
Washington
$490K -$584K -1,456 -53%
TC
4084
T3 Companies
New York
$489K +$519K +1,295 New
DDPIC
4085
Deroy & Devereaux Private Investment Counsel
Michigan
$489K -$160K -400 -24%
MWM
4086
MBE Wealth Management
Wisconsin
$489K +$115K +286 +28%
E
4087
Evansbrook
Illinois
$489K +$71.8K +179 +16%
BTC
4088
Bank & Trust Company
Illinois
$488K +$9.62K +24 +2%
HFF
4089
Halter Ferguson Financial
Indiana
$488K -$46.9K -117 -8%
AWMG
4090
Alliance Wealth Management Group
New Jersey
$488K -$3.21K -8 -0.6%
POIA
4091
Pin Oak Investment Advisors
Texas
$487K -$46.5K -116 -8%
M
4092
MATAURO
New York
$486K +$163K +406 +46%
WJA
4093
Willis Johnson & Associates
Texas
$486K -$243K -606 -32%
HFS
4094
Hughes Financial Services
Virginia
$486K +$131K +327 +34%
FUBT
4095
First United Bank & Trust
Maryland
$485K +$51.7K +129 +11%
2L
4096
25 LLC
Missouri
$485K +$44.9K +112 +10%
CIAS
4097
CBIZ Investment Advisory Services
Ohio
$483K – – –
EFG
4098
Elevated Financial Group
Indiana
$483K +$121K +302 +31%
BAM
4099
Bayshore Asset Management
Florida
$483K +$513K +1,279 New
BFP
4100
Beacon Financial Planning
Massachusetts
$483K +$27.3K +68 +6%
162 163
164
165 166