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Broadcom
AVGO

Name Holding Trade Value Shares
Change 		Change in
Stake
WPA
4251
Wealth Preservation Advisors
Tennessee
$394K +$232K +579 +125%
DG
4252
DMC Group
Alabama
$393K +$49.3K +123 +13%
MWM
4253
Meritas Wealth Management
California
$393K +$417K +1,040 New
MAWAG
4254
Mid-American Wealth Advisory Group
Missouri
$390K +$414K +1,033 New
TNAM
4255
Terra Nova Asset Management
New York
$390K +$48.1K +120 +13%
MHIC
4256
Marble Harbor Investment Counsel
Massachusetts
$390K -$40.1K -100 -9%
TCM
4257
Teza Capital Management
Illinois
$388K +$411K +1,026 New
OC
4258
Optima Capital
Oregon
$387K +$22.9K +57 +6%
RP
4259
Rowlandmiller & Partners
Georgia
$387K +$96.2K +240 +31%
HA
4260
HFG Advisors
Ohio
$387K -$514K -1,282 -56%
UIA
4261
Ulland Investment Advisors
Minnesota
$386K +$17.2K +43 +4%
RCG
4262
Ridge Creek Global
Ohio
$385K – – –
SFSG
4263
Sound Financial Strategies Group
Mississippi
$385K +$34.9K +87 +9%
SM
4264
Sweeney & Michel
California
$385K -$27.7K -69 -7%
DWS
4265
Discipline Wealth Solutions
South Carolina
$385K +$54.1K +135 +15%
SPP
4266
Single Point Partners
Massachusetts
$385K +$98.6K +246 +32%
NEWAS
4267
N.E.W. Advisory Services
Wisconsin
$384K +$74.2K +185 +22%
PRTG
4268
Post Resch Tallon Group
New York
$384K -$106K -265 -21%
SFC
4269
Strategic Financial Concepts
Texas
$384K -$139K -346 -25%
GPA
4270
Garrison Point Advisors
California
$383K – – –
SCM
4271
Spring Capital Management
Texas
$383K – – –
AWM
4272
Able Wealth Management
New Jersey
$383K +$488K +1,217 New
KFP
4273
Kerr Financial Planning
California
$383K +$102K +255 +34%
QWM
4274
QP Wealth Management
New Jersey
$383K – – –
PPWM
4275
Perissos Private Wealth Management
Oklahoma
$383K +$40.9K +102 +11%
169 170
171
172 173