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Broadcom
AVGO

Name Holding Trade Value Shares
Change 		Change in
Stake
BWM
4426
Base Wealth Management
Florida
$221K +$11.2K +34 +5%
TC
4427
Trust Company
Kansas
$221K +$78.6K +239 +50%
BPWM
4428
BCS Private Wealth Management
New Jersey
$220K -$116K -354 -33%
DMKJ
4429
David M. Knott Jr
$220K – – –
HWM
4430
Howard Wealth Management
Connecticut
$220K +$234K +710 New
LWM
4431
Lifetime Wealth Management
Texas
$218K -$56.6K -172 -20%
VPP
4432
Vertex Planning Partners
Illinois
$218K +$27.6K +84 +14%
VWA
4433
Valued Wealth Advisors
Utah
$218K +$5.59K +17 +2%
SWM
4434
Shakespeare Wealth Management
Wisconsin
$218K +$15.5K +47 +7%
TFG
4435
Taylor Financial Group
Virginia
$217K – – –
SFP
4436
Strategic Financial Partners
Oregon
$217K +$3.29K +10 +1%
RCM
4437
Rockbridge Capital Management
Virginia
$217K – – –
WA
4438
WESPAC Advisors
California
$216K -$24K -73 -9%
RWM
4439
Raffa Wealth Management
District of Columbia
$216K +$17.8K +54 +8%
CFP
4440
Cypress Financial Planning
New Jersey
$216K +$18.8K +57 +9%
PWM
4441
Proathlete Wealth Management
Florida
$215K – – –
AW
4442
Ankerstar Wealth
Texas
$215K -$37.5K -114 -14%
DG
4443
Dala Group
Illinois
$215K +$16.5K +50 +8%
WDL
4444
Well Done LLC
Michigan
$215K -$261K -792 -53%
RWM
4445
RMG Wealth Management
Wisconsin
$215K +$32.2K +98 +24%
GW
4446
Griffith & Werner
Georgia
$214K -$24.4K -74 -10%
PCI
4447
Planning Center Inc
Illinois
$214K +$987 +3 +0.4%
ACM
4448
Alessandra Capital Management
California
$213K +$227K +689 New
BHB
4449
Bank Hapoalim BM
Israel
$213K -$102K -311 -31%
CCA
4450
Cottonwood Capital Advisors
Utah
$213K – – –
176 177
178
179 180