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Broadcom
AVGO

Name Holding Trade Value Shares
Change 		Change in
Stake
OC
4226
Optima Capital
Oregon
$387K +$22.9K +57 +6%
RP
4227
Rowlandmiller & Partners
Georgia
$387K +$96.2K +240 +31%
HA
4228
HFG Advisors
Ohio
$387K -$514K -1,282 -56%
UIA
4229
Ulland Investment Advisors
Minnesota
$386K +$17.2K +43 +4%
RCG
4230
Ridge Creek Global
Ohio
$385K – – –
SFSG
4231
Sound Financial Strategies Group
Mississippi
$385K +$34.9K +87 +9%
SM
4232
Sweeney & Michel
California
$385K -$27.7K -69 -7%
DWS
4233
Discipline Wealth Solutions
South Carolina
$385K +$54.1K +135 +15%
SPP
4234
Single Point Partners
Massachusetts
$385K +$98.6K +246 +32%
NEWAS
4235
N.E.W. Advisory Services
Wisconsin
$384K +$74.2K +185 +22%
PRTG
4236
Post Resch Tallon Group
New York
$384K -$106K -265 -21%
SFC
4237
Strategic Financial Concepts
Texas
$384K -$139K -346 -25%
GPA
4238
Garrison Point Advisors
California
$383K – – –
SCM
4239
Spring Capital Management
Texas
$383K – – –
AWM
4240
Able Wealth Management
New Jersey
$383K +$488K +1,217 New
KFP
4241
Kerr Financial Planning
California
$383K +$102K +255 +34%
QWM
4242
QP Wealth Management
New Jersey
$383K – – –
PPWM
4243
Perissos Private Wealth Management
Oklahoma
$383K +$40.9K +102 +11%
OFG
4244
OmniStar Financial Group
North Carolina
$382K +$4.41K +11 +1%
LBC
4245
Lane Brothers & Co
Arizona
$381K – – –
PFG
4246
Pinnacle Financial Group
Illinois
$381K +$18.4K +46 +5%
GC
4247
Guidance Capital
Kentucky
$380K -$2.41K -6 -0.6%
GWM
4248
GSB Wealth Management
Connecticut
$379K – – –
HWM
4249
HighMark Wealth Management
Minnesota
$379K +$54.1K +135 +16%
BRPW
4250
Ballast Rock Private Wealth
South Carolina
$379K +$8.82K +22 +2%
168 169
170
171 172