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Broadcom
AVGO

Name Holding Trade Value Shares
Change 		Change in
Stake
SFP
4076
Strategic Financial Partners
Oregon
$218K +$203K +661 New
JWM
4077
JFG Wealth Management
Colorado
$218K +$203K +661 New
BWM
4078
Buska Wealth Management
Wisconsin
$218K +$203K +661 New
AWMNY
4079
Arcadia Wealth Management (New York)
New York
$218K +$202K +660 New
JAFL
4080
Jay A. Fishman Ltd
Michigan
$218K +$202K +660 New
SHF
4081
Stage Harbor Financial
Massachusetts
$217K +$202K +659 New
TFP
4082
Tilia Fiduciary Partners
North Carolina
$216K +$201K +655 New
MAM
4083
Mullooly Asset Management
New Jersey
$216K +$201K +655 New
PG
4084
Prostatis Group
Maryland
$216K +$201K +655 New
BMC
4085
Beaton Management Company
Massachusetts
$216K +$201K +655 New
FPWM
4086
FSB Premier Wealth Management
Iowa
$216K +$201K +654 New
PGA
4087
Portland Global Advisors
Maine
$215K +$200K +652 New
BFP
4088
Beacon Financial Planning
Massachusetts
$215K +$200K +651 New
1L
4089
10Elms LLP
Oklahoma
$214K – – –
GC
4090
GFG Capital
Florida
$213K +$123K +400 +163%
TCM
4091
TruNorth Capital Management
Michigan
$213K +$68.4K +223 +53%
TWP
4092
Total Wealth Planning
Ohio
$213K +$198K +645 New
BC
4093
Bridgefront Capital
Texas
$212K -$629K -2,051 -76%
RWM
4094
Raffa Wealth Management
District of Columbia
$211K -$96K -313 -33%
SCA
4095
Stuart Chaussee & Associates
California
$211K – – –
SNBOSCI
4096
Security National Bank of Sioux City Iowa
Iowa
$211K +$196K +640 New
LCM
4097
Liberty Capital Management
Michigan
$210K +$196K +638 New
NPFS
4098
Novak & Powell Financial Services
Florida
$210K +$196K +638 New
RTL
4099
Red Tortoise LLC
Georgia
$210K – – –
HHGA
4100
Halbert Hargrove Global Advisors
California
$209K +$99.7K +325 +105%
162 163
164
165 166