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Broadcom
AVGO

Name Holding Trade Value Shares
Change 		Change in
Stake
PWS
4276
Pursuit Wealth Strategies
North Carolina
$367K -$90.2K -225 -19%
OGC
4277
Oak Grove Capital
New Hampshire
$365K +$388K +967 New
CHJWM
4278
Carlton Hofferkamp & Jenks Wealth Management
Texas
$365K +$29.7K +74 +9%
QA
4279
Quattro Advisors
Pennsylvania
$365K +$66.6K +166 +21%
CSC
4280
Caldwell Sutter Capital
California
$365K -$35.3K -88 -8%
BIM
4281
Barton Investment Management
Pennsylvania
$365K -$12K -30 -3%
PHWM
4282
Pine Harbor Wealth Management
Maryland
$364K +$401 +1 +0.1%
PA
4283
Prossimo Advisors
California
$364K +$39.7K +99 +11%
CISOA
4284
Capital Investment Services of America
Wisconsin
$363K – – –
SHJ
4285
Sharkey, Howes & Javer
Colorado
$363K – – –
SWM
4286
Steelhead Wealth Management
Virginia
$362K +$385K +960 New
PS
4287
Portfolio Strategies
New York
$362K – – –
BAG
4288
Bauman Advisory Group
Nevada
$360K +$382K +953 New
GWWM
4289
Great Waters Wealth Management
Minnesota
$360K +$7.62K +19 +2%
MGI
4290
Miller Global Investments
Texas
$360K +$174K +435 +84%
IWS
4291
Integrity Wealth Solutions
Colorado
$359K -$5.61K -14 -1%
MCA
4292
Midwest Capital Advisors
Michigan
$358K +$6.01K +15 +2%
PDM
4293
Penn Davis McFarland
Texas
$356K +$105K +263 +39%
CW
4294
Curio Wealth
Maryland
$356K +$358K +892 +1,749%
EWP
4295
E-Wealth Partners
Minnesota
$355K – – –
OF
4296
Outfitter Financial
Maine
$355K – – –
MLIC
4297
Mandatum Life Insurance Company
Finland
$355K +$56.1K +140 +18%
PHWA
4298
Petersen Hastings Wealth Advisors
Washington
$354K +$4.41K +11 +1%
BRIA
4299
Balanced Rock Investment Advisors
Massachusetts
$354K +$63.4K +158 +20%
TA
4300
TPG Advisors
Illinois
$354K – – –
170 171
172
173 174