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Broadcom
AVGO

Name Holding Trade Value Shares
Change 		Change in
Stake
VPP
4451
Vertex Planning Partners
Illinois
$218K +$27.6K +84 +14%
VWA
4452
Valued Wealth Advisors
Utah
$218K +$5.59K +17 +2%
SWM
4453
Shakespeare Wealth Management
Wisconsin
$218K +$15.5K +47 +7%
TFG
4454
Taylor Financial Group
Virginia
$217K – – –
SFP
4455
Strategic Financial Partners
Oregon
$217K +$3.29K +10 +1%
RCM
4456
Rockbridge Capital Management
Virginia
$217K – – –
WA
4457
WESPAC Advisors
California
$216K -$24K -73 -9%
RWM
4458
Raffa Wealth Management
District of Columbia
$216K +$17.8K +54 +8%
CFP
4459
Cypress Financial Planning
New Jersey
$216K +$18.8K +57 +9%
PWM
4460
Proathlete Wealth Management
Florida
$215K – – –
AW
4461
Ankerstar Wealth
Texas
$215K -$37.5K -114 -14%
DG
4462
Dala Group
Illinois
$215K +$16.5K +50 +8%
WDL
4463
Well Done LLC
Michigan
$215K -$261K -792 -53%
RWM
4464
RMG Wealth Management
Wisconsin
$215K +$32.2K +98 +24%
GW
4465
Griffith & Werner
Georgia
$214K -$24.4K -74 -10%
PCI
4466
Planning Center Inc
Illinois
$214K +$987 +3 +0.4%
ACM
4467
Alessandra Capital Management
California
$213K +$227K +689 New
BHB
4468
Bank Hapoalim BM
Israel
$213K -$102K -311 -31%
CCA
4469
Cottonwood Capital Advisors
Utah
$213K – – –
JPT
4470
Jordan Park Trust
New Hampshire
$212K – – –
QHA
4471
Quarry Hill Advisors
Minnesota
$212K +$171K +521 New
EFN
4472
Equita Financial Network
Pennsylvania
$212K -$84.2K -256 -27%
GFA
4473
Gallagher Fiduciary Advisors
Illinois
$211K +$14.5K +44 +7%
CDWM
4474
Campbell Deegan Wealth Management
Virginia
$211K +$15.1K +46 +7%
RF
4475
Roxbury Financial
New Jersey
$211K – – –
177 178
179
180 181