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Broadcom
AVGO

Name Holding Trade Value Shares
Change 		Change in
Stake
MW
4076
Marrick Wealth
California
$398K +$411K +1,150 New
MWM
4077
Mascoma Wealth Management
New Hampshire
$397K +$13.9K +39 +4%
CFGA
4078
Cambridge Financial Group (Arizona)
Arizona
$397K -$32.2K -90 -5%
AFC
4079
Ares Financial Consulting
California
$396K +$409K +1,145 New
2WWM
4080
21 West Wealth Management
California
$395K -$17.9K -50 -4%
DFS
4081
Dixon Fnancial Services
California
$395K – – –
CWA
4082
Clarus Wealth Advisors
Arizona
$394K +$74K +207 +23%
WAP
4083
Wealth Analytics Partners
California
$393K +$406K +1,135 New
GIP
4084
Greatmark Investment Partners
Georgia
$393K – – –
HWP
4085
Highline Wealth Partners
California
$393K +$111K +310 +38%
AWM
4086
Adams Wealth Management
Utah
$393K -$52.9K -148 -12%
BWG
4087
Beta Wealth Group
California
$392K -$358 -1 -0.1%
FI
4088
FWG Investments
Kentucky
$391K -$17.5K -49 -4%
WFA
4089
WestHill Financial Advisors
California
$390K +$111K +310 +38%
DP
4090
Denver PWM
Colorado
$390K – – –
BFA
4091
Benedict Financial Advisors
Georgia
$389K +$402K +1,123 New
MC
4092
Matters Capital
Florida
$388K +$401K +1,120 New
SFG
4093
Strive Financial Group
Indiana
$387K +$400K +1,118 New
PCMK
4094
Paragon Capital Management (Kansas)
Kansas
$387K +$9.3K +26 +2%
HI
4095
Hendershot Investments
Virginia
$386K +$17.2K +48 +4%
PIFP
4096
Partners in Financial Planning
Virginia
$385K – – –
PWP
4097
Parkwoods Wealth Partners
New York
$384K -$1.07K -3 -0.3%
FB
4098
First Bancorp
Maine
$384K -$8.22K -23 -2%
GSAM
4099
Grant Street Asset Management
Pennsylvania
$384K +$397K +1,109 New
BFS
4100
BridgePort Financial Solutions
Iowa
$383K +$108K +302 +38%
162 163
164
165 166