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Broadcom
AVGO

Name Holding Trade Value Shares
Change 		Change in
Stake
GWM
4401
Global Wealth Management
New Jersey
$232K – – –
NSG
4402
Nalls Sherbakoff Group
Tennessee
$232K – – –
SMF
4403
Sterling Manor Financial
New York
$232K – – –
FRM
4404
Fox Run Management
Connecticut
$232K +$260K +790 New
MPG
4405
My Portfolio Guide
California
$231K +$245K +745 New
IAG
4406
Investment Advisory Group
Massachusetts
$230K +$32.2K +98 +15%
BG
4407
Bollard Group
Massachusetts
$230K +$45.1K +137 +23%
CA
4408
Capital Advantage
California
$229K -$329 -1 -0.1%
MAM
4409
Marotta Asset Management
Virginia
$229K – – –
KG
4410
Kilter Group
New York
$228K +$29.9K +91 +14%
B
4411
BetterWealth
California
$228K +$243K +737 New
PWM
4412
Praetorian Wealth Management
California
$228K -$987 -3 -0.5%
WAG
4413
Wiser Advisor Group
Arizona
$228K -$987 -3 -0.4%
PFM
4414
Peak Financial Management
Massachusetts
$228K -$29.9K -91 -11%
KCM
4415
Kennicott Capital Management
California
$226K – – –
LWM
4416
Luminvest Wealth Management
Arizona
$226K – – –
SIM
4417
Synergy Investment Management
Florida
$225K +$240K +728 New
CPC
4418
Cadia Private Client
New Jersey
$225K +$4.28K +13 +2%
OCM
4419
Osbon Capital Management
Massachusetts
$224K +$329 +1 +0.1%
SA
4420
Sincerus Advisory
New York
$223K +$17.1K +52 +8%
AIM
4421
Aigen Investment Management
New York
$223K -$680K -2,067 -74%
IWM
4422
Integris Wealth Management
California
$223K +$42.8K +130 +22%
KTC
4423
Kentucky Trust Company
Kentucky
$223K +$2.3K +7 +1%
CIA
4424
Cladis Investment Advisory
Montana
$223K +$13.2K +40 +6%
LEFP
4425
Leading Edge Financial Planning
Tennessee
$222K +$21.7K +66 +10%
175 176
177
178 179