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Broadcom
AVGO

Name Holding Trade Value Shares
Change 		Change in
Stake
CMP
4176
Christine Messmer PC
Pennsylvania
$348K +$360K +1,006 New
BDPWM
4177
Barnes Dennig Private Wealth Management
Ohio
$347K +$59.7K +167 +20%
S
4178
Sachetta
Massachusetts
$346K -$2.25M -6,298 -86%
PCC
4179
Park Circle Company
Maryland
$346K – – –
PF
4180
Penney Financial
Texas
$346K – – –
PM
4181
Phraction Management
Connecticut
$346K – – –
MO
4182
McMillan Office
Michigan
$346K +$358K +1,000 New
BHB
4183
Bank Hapoalim BM
Israel
$345K -$40.8K -114 -10%
CWA
4184
Capital Wealth Alliance
Arizona
$345K +$359K +1,003 New
BIM
4185
Barton Investment Management
Pennsylvania
$344K -$11.4K -32 -3%
MLRA
4186
Main Line Retirement Advisors
Montana
$344K +$28.6K +80 +9%
KPWM
4187
KDK Private Wealth Management
Texas
$344K +$355K +993 New
UIA
4188
Ulland Investment Advisors
Minnesota
$343K -$8.94K -25 -2%
KWM
4189
KMT Wealth Management
California
$343K – – –
SIC
4190
Sage Investment Counsel
Tennessee
$343K – – –
EFG
4191
Elevated Financial Group
Indiana
$343K +$354K +990 New
VA
4192
Verdad Advisers
Massachusetts
$343K +$354K +990 New
1CP
4193
1015 Capital Partners
Pennsylvania
$342K +$354K +989 New
JBA
4194
Johnson Bixby & Associates
Washington
$342K +$6.44K +18 +2%
HGA
4195
Hobbs Group Advisors
South Carolina
$342K -$60.1K -168 -15%
ASCM
4196
Adkins Seale Capital Management
Louisiana
$342K +$353K +987 New
PS
4197
Portfolio Strategies
New York
$341K +$1.79K +5 +0.5%
FFS
4198
Flavin Financial Services
Florida
$338K +$6.08K +17 +2%
AI
4199
Arrien Investments
Idaho
$337K -$15.4K -43 -4%
WG
4200
Warner Group
Connecticut
$337K +$348K +973 New
166 167
168
169 170