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Broadcom
AVGO

Name Holding Trade Value Shares
Change 		Change in
Stake
CA
4426
Capital Advantage
California
$229K -$329 -1 -0.1%
MAM
4427
Marotta Asset Management
Virginia
$229K – – –
KG
4428
Kilter Group
New York
$228K +$29.9K +91 +14%
B
4429
BetterWealth
California
$228K +$243K +737 New
PWM
4430
Praetorian Wealth Management
California
$228K -$987 -3 -0.5%
WAG
4431
Wiser Advisor Group
Arizona
$228K -$987 -3 -0.4%
PFM
4432
Peak Financial Management
Massachusetts
$228K -$29.9K -91 -11%
KCM
4433
Kennicott Capital Management
California
$226K – – –
LWM
4434
Luminvest Wealth Management
Arizona
$226K – – –
SIM
4435
Synergy Investment Management
Florida
$225K +$240K +728 New
CPC
4436
Cadia Private Client
New Jersey
$225K +$4.28K +13 +2%
OCM
4437
Osbon Capital Management
Massachusetts
$224K +$329 +1 +0.1%
SA
4438
Sincerus Advisory
New York
$223K +$17.1K +52 +8%
AIM
4439
Aigen Investment Management
New York
$223K -$680K -2,067 -74%
IWM
4440
Integris Wealth Management
California
$223K +$42.8K +130 +22%
KTC
4441
Kentucky Trust Company
Kentucky
$223K +$2.3K +7 +1%
CIA
4442
Cladis Investment Advisory
Montana
$223K +$13.2K +40 +6%
LEFP
4443
Leading Edge Financial Planning
Tennessee
$222K +$21.7K +66 +10%
BWM
4444
Base Wealth Management
Florida
$221K +$11.2K +34 +5%
TC
4445
Trust Company
Kansas
$221K +$78.6K +239 +50%
BPWM
4446
BCS Private Wealth Management
New Jersey
$220K -$116K -354 -33%
DMKJ
4447
David M. Knott Jr
$220K – – –
HWM
4448
Howard Wealth Management
Connecticut
$220K +$234K +710 New
LWM
4449
Lifetime Wealth Management
Texas
$218K -$56.6K -172 -20%
VPP
4450
Vertex Planning Partners
Illinois
$218K +$27.6K +84 +14%
176 177
178
179 180