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Broadcom
AVGO

Name Holding Trade Value Shares
Change 		Change in
Stake
CI
4326
Carroll Investors
South Carolina
$274K – – –
ICMM
4327
Integrated Capital Management (Michigan)
Michigan
$274K -$18.6K -52 -6%
HOWA
4328
Heritage Oak Wealth Advisors
Florida
$273K -$16.8K -47 -6%
ACA
4329
Ackerman Capital Advisors
Texas
$273K – – –
PL
4330
Parthenon LLC
Kentucky
$273K – – –
DAM
4331
Directional Asset Management
Illinois
$273K +$282K +789 New
NWM
4332
NRI Wealth Management
California
$272K – – –
FPF
4333
First Pacific Financial
Washington
$272K – – –
RP
4334
Rowlandmiller & Partners
Georgia
$272K – – –
LFWA
4335
LiftPoint Family Wealth Advisors
New Jersey
$271K +$280K +784 New
HIA
4336
HTG Investment Advisors
Connecticut
$271K – – –
RWM
4337
Rench Wealth Management
Texas
$270K -$8.22K -23 -3%
LAA
4338
Liberty Atlantic Advisors
Texas
$270K +$279K +781 New
AFC
4339
Avise Financial Cooperative
California
$270K +$279K +781 New
E3F
4340
Eight 31 Financial
Texas
$270K – – –
AWM
4341
Avaii Wealth Management
Wisconsin
$270K +$15K +42 +6%
AWA
4342
Authentikos Wealth Advisory
California
$269K +$278K +778 New
WFP
4343
Welch Financial Planning
Colorado
$269K +$278K +778 New
HWM
4344
HFR Wealth Management
New York
$269K +$358 +1 +0.1%
BHWM
4345
Bay Harbor Wealth Management
Maryland
$268K +$7.87K +22 +3%
NEWAS
4346
N.E.W. Advisory Services
Wisconsin
$268K +$8.94K +25 +3%
WA
4347
WESPAC Advisors
California
$267K -$136K -381 -33%
RIA
4348
Rhodes Investment Advisors
Texas
$267K +$276K +771 New
PDM
4349
Penn Davis McFarland
Texas
$266K -$31.8K -89 -10%
LWA
4350
Lifelong Wealth Advisors
Minnesota
$266K +$2.86K +8 +1%
172 173
174
175 176