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Broadcom
AVGO

Name Holding Trade Value Shares
Change 		Change in
Stake
EWM
4101
Elmwood Wealth Management
California
$380K +$11.4K +32 +3%
CIC
4102
Cutler Investment Counsel
Oregon
$379K -$22.5K -63 -5%
FPGK
4103
Financial Partners Group (Kansas)
Kansas
$378K -$22.5K -63 -5%
MWM
4104
Massachusetts Wealth Management
Massachusetts
$377K – – –
JFGLC
4105
Johnson Financial Group LLC (Colorado)
Colorado
$377K -$127K -356 -25%
OWM
4106
OneAscent Wealth Management
Alabama
$376K -$20.4K -57 -5%
PI
4107
Pachira Investments
California
$374K +$102K +285 +36%
ASG
4108
Ariston Services Group
California
$374K – – –
KWM
4109
KW Wealth Management
California
$374K +$139K +390 +57%
SCA
4110
STALEY CAPITAL ADVISERS
Pennsylvania
$374K -$17.9K -50 -4%
GPWA
4111
Great Point Wealth Advisors
Massachusetts
$373K -$24K -67 -6%
TF
4112
Tompkins Financial
New York
$372K +$1.07K +3 +0.3%
SG
4113
Sankala Group
Colorado
$370K +$414K +1,159 New
HC
4114
Hendley & Co
Ohio
$370K – – –
BRPW
4115
Ballast Rock Private Wealth
South Carolina
$370K +$382K +1,069 New
SWMG
4116
Sanchez Wealth Management Group
Florida
$369K +$358 +1 +0.1%
BPWM
4117
BCS Private Wealth Management
New Jersey
$369K -$26.1K -73 -6%
EC
4118
EntryPoint Capital
New York
$368K +$380K +1,064 New
MVF
4119
Markin Volterra Fund
New York
$368K +$380K +1,064 New
WFM
4120
Wolff Financial Management
Michigan
$368K +$715 +2 +0.2%
EAN
4121
Excelsior Advisor Network
Colorado
$367K +$379K +1,061 New
TCOK
4122
Trust Company of Kansas
Kansas
$367K -$8.94K -25 -2%
BAWC
4123
Boyce & Associates Wealth Consulting
Texas
$366K -$328K -916 -46%
DFG
4124
Dupree Financial Group
Kentucky
$366K -$52.9K -148 -12%
T
4125
Tableaux
Massachusetts
$365K -$402K -1,125 -52%
163 164
165
166 167