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Broadcom
AVGO

Name Holding Trade Value Shares
Change 		Change in
Stake
CAG
4276
Compass Advisory Group
New York
$292K -$133K -371 -31%
NAMM
4277
NorthStar Asset Management (Massachusetts)
Massachusetts
$291K – – –
NWMP
4278
Noble Wealth Management PBC
Colorado
$291K +$14.3K +40 +5%
BWM
4279
Bernard Wealth Management
Michigan
$291K – – –
CHJWM
4280
Carlton Hofferkamp & Jenks Wealth Management
Texas
$290K -$715 -2 -0.2%
MGAM
4281
McGowan Group Asset Management
Texas
$290K +$50.1K +140 +20%
AFG
4282
Arkansas Financial Group
Arkansas
$290K +$17.9K +50 +6%
PWA
4283
Provenance Wealth Advisors
Florida
$289K -$358K -1,000 -54%
MPW
4284
MGO Private Wealth
California
$289K -$26.8K -75 -8%
CNB
4285
Camden National Bank
Maine
$289K +$15.7K +44 +6%
BW
4286
Balance Wealth
Ohio
$289K -$5.72K -16 -2%
MIM
4287
Marshall Investment Management
Colorado
$289K +$32.2K +90 +12%
FS
4288
Financial Symmetry
North Carolina
$289K +$13.2K +37 +5%
WIA
4289
Westbourne Investment Advisors
Maryland
$288K -$51.9K -145 -15%
RC
4290
Rexford Capital
Texas
$288K +$5.36K +15 +2%
NPF
4291
Norris Perne & French
Michigan
$288K +$52.6K +147 +21%
KGP
4292
Keystone Global Partners
Colorado
$288K – – –
PFM
4293
Peak Financial Management
Massachusetts
$286K +$44.7K +125 +18%
CCM
4294
Causeway Capital Management
California
$286K +$296K +827 New
CFA
4295
CWS Financial Advisors
Michigan
$286K – – –
LFG
4296
Lockerman Financial Group
California
$284K -$744K -2,081 -72%
SHFA
4297
SS&H Financial Advisors
Michigan
$284K – – –
Q1WB
4298
Quest 10 Wealth Builders
Virginia
$284K -$9.65K -27 -3%
RWM
4299
Ruedi Wealth Management
Illinois
$283K +$293K +819 New
IWAO
4300
Independence Wealth Advisors (Ohio)
Ohio
$283K +$293K +818 New
170 171
172
173 174