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Broadcom
AVGO

Name Holding Trade Value Shares
Change 		Change in
Stake
CA
4376
Capital Advantage
California
$256K +$23.6K +66 +10%
WAG
4377
Wiser Advisor Group
Arizona
$256K +$358 +1 +0.1%
JESC
4378
J.E. Simmons & Co
Texas
$256K +$264K +739 New
JHC
4379
J. Hagan Capital
Kentucky
$255K -$109K -306 -29%
HG
4380
Harbor Group
New Hampshire
$255K +$264K +738 New
R
4381
Rebalance
California
$255K +$264K +737 New
SFS
4382
Summit Financial Strategies
Ohio
$255K +$264K +737 New
IWP
4383
IAG Wealth Partners
Wisconsin
$254K -$6.44K -18 -2%
JTF
4384
J. Team Financial
Texas
$254K -$65.1K -182 -20%
MWP
4385
Meriwether Wealth & Planning
Louisiana
$254K +$14.7K +41 +6%
ACA
4386
Adirondack Capital Advisors
New York
$254K +$262K +734 New
KCM
4387
Kennicott Capital Management
California
$253K – – –
LWM
4388
Luminvest Wealth Management
Arizona
$253K – – –
MAM
4389
Marotta Asset Management
Virginia
$252K -$26.5K -74 -9%
LODC
4390
Lanham O'Dell & Company
West Virginia
$252K +$20K +56 +8%
CFG
4391
Certior Financial Group
Pennsylvania
$252K +$2.15K +6 +0.8%
JMA
4392
J.M. Arbour
Maine
$250K +$259K +723 New
RTC
4393
Real Talk Capital
Tennessee
$250K +$258K +722 New
CG
4394
Castellan Group
Kentucky
$250K +$258K +721 New
OCM
4395
Osbon Capital Management
Massachusetts
$249K +$258K +721 New
EMB
4396
Elefante Mark B
$249K +$257K +720 New
BC
4397
Barrett & Company
Rhode Island
$249K -$30.4K -85 -11%
DWS
4398
Discipline Wealth Solutions
South Carolina
$248K +$256K +717 New
CPC
4399
Cadia Private Client
New Jersey
$248K +$256K +715 New
KTC
4400
Kentucky Trust Company
Kentucky
$247K – – –
174 175
176
177 178