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Broadcom
AVGO

Name Holding Trade Value Shares
Change 		Change in
Stake
HFS
4301
Horizon Financial Services
North Carolina
$282K +$13.2K +37 +5%
VBFP
4302
Valtinson Bruner Financial Planning
Minnesota
$281K – – –
XFP
4303
Xena Financial Planning
Oregon
$281K +$291K +813 New
MP
4304
Moment Partners
California
$281K +$24K +67 +9%
JWM
4305
JDH Wealth Management
California
$280K – – –
SWP
4306
SIMA Wealth Partners
Virginia
$280K – – –
WWM
4307
WT Wealth Management
Arizona
$280K +$4.65K +13 +2%
AW
4308
Ankerstar Wealth
Texas
$280K +$289K +809 New
BSWM
4309
Boston Standard Wealth Management
Massachusetts
$279K +$289K +807 New
DQRIM
4310
Dale Q Rice Investment Management
Washington
$279K – – –
EWP
4311
E-Wealth Partners
Minnesota
$278K +$288K +804 New
EF
4312
Elite Financial
Idaho
$278K +$358 +1 +0.1%
TF
4313
Theory Financial
Colorado
$277K -$8.58K -24 -3%
GC
4314
GFG Capital
Florida
$277K +$55.4K +155 +24%
MIM
4315
Martin Investment Management
Florida
$277K -$161K -450 -36%
CC
4316
Capital Counsel
New York
$277K – – –
MLIC
4317
Mandatum Life Insurance Company
Finland
$277K – – –
ACM
4318
Avos Capital Management
Washington
$277K +$286K +800 New
TFS
4319
truNorth Financial Services
Pennsylvania
$277K +$286K +800 New
LCM
4320
LRT Capital Management
Texas
$277K -$517K -1,445 -64%
AC
4321
ASB Consultores
Florida
$276K – – –
LWMI
4322
Legacy Wealth Management (Idaho)
Idaho
$276K +$94.4K +264 +49%
MIM
4323
Macroview Investment Management
Maryland
$275K +$60.4K +169 +27%
BBPWM
4324
Blue Bell Private Wealth Management
Pennsylvania
$275K +$358 +1 +0.1%
CWRP
4325
Cassady Wealth & Retirement Planning
Nevada
$275K +$284K +795 New
171 172
173
174 175