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Broadcom
AVGO

Name Holding Trade Value Shares
Change 		Change in
Stake
MIM
4276
Marshall Investment Management
Colorado
$285K +$29K +88 +11%
AWM
4277
Absher Wealth Management
North Carolina
$285K – – –
LFWA
4278
LiftPoint Family Wealth Advisors
New Jersey
$284K +$44.4K +135 +17%
DG
4279
DMC Group
Alabama
$284K +$302K +918 New
WC
4280
Wexford Capital
Florida
$284K +$67.8K +206 +29%
MGAM
4281
McGowan Group Asset Management
Texas
$282K +$24.7K +75 +9%
TNAM
4282
Terra Nova Asset Management
New York
$282K +$300K +912 New
WG
4283
Winton Group
United Kingdom
$282K -$13.4M -40,699 -98%
BDF
4284
Black Diamond Financial
Maryland
$282K -$8.55K -26 -3%
PPWM
4285
Perissos Private Wealth Management
Oklahoma
$282K +$329 +1 +0.1%
RS
4286
Retirement Solution
Washington
$282K +$87.2K +265 +41%
MWP
4287
Momentum Wealth Planning
Florida
$281K -$2.45M -7,446 -89%
WCM
4288
Wealthcare Capital Management
Virginia
$281K -$82.9K -252 -22%
DSCM
4289
Del-Sette Capital Management
New York
$281K – – –
AWA
4290
Ark Wealth Advisors
California
$280K +$19.7K +60 +7%
PWA
4291
Peterson Wealth Advisors
Utah
$280K -$6.91K -21 -2%
BGAI
4292
Bruce G. Allen Investments
Colorado
$280K -$13.8K -42 -4%
CCM
4293
Connective Capital Management
California
$280K +$297K +904 New
MF
4294
Meridian Financial
Massachusetts
$279K -$13.2K -40 -4%
CFG
4295
Clayton Financial Group
Missouri
$279K – – –
SAM
4296
Shikiar Asset Management
New York
$279K -$18.8K -57 -6%
BC
4297
Brio Consultants
California
$279K +$15.1K +46 +8%
PFC
4298
Phocas Financial Corp
California
$279K – – –
HKAM
4299
Horizon Kinetics Asset Management
New York
$278K -$101K -308 -26%
DA
4300
Detalus Advisors
Missouri
$278K -$39.5K -120 -12%
170 171
172
173 174