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Broadcom
AVGO

Name Holding Trade Value Shares
Change 		Change in
Stake
WWM
4501
WT Wealth Management
Arizona
$258K -$56.5K -141 -17%
GFA
4502
Gallagher Fiduciary Advisors
Illinois
$258K +$401 +1 +0.1%
RF
4503
Roxbury Financial
New Jersey
$257K +$401 +1 +0.1%
GVCM
4504
Global View Capital Management
Wisconsin
$257K +$273K +681 New
NWMP
4505
Noble Wealth Management PBC
Colorado
$257K +$8.42K +21 +3%
TFS
4506
truNorth Financial Services
Pennsylvania
$257K -$64.2K -160 -19%
DJFS
4507
Dean Jacobson Financial Services
Texas
$256K – – –
AAMA
4508
Advanced Asset Management Advisors
Ohio
$256K +$271K +677 New
NPFS
4509
Novak & Powell Financial Services
Florida
$256K +$271K +677 New
MIM
4510
Martin Investment Management
Florida
$255K -$50.1K -125 -16%
FD
4511
Financial Designs
California
$255K – – –
BWA
4512
BlueSky Wealth Advisors
North Carolina
$255K -$222K -554 -45%
AA
4513
Advisory Advocates
Michigan
$255K -$170K -424 -39%
SCM
4514
Sollinda Capital Management
Florida
$255K +$270K +674 New
GCM
4515
Gibraltar Capital Management
Oklahoma
$254K +$270K +673 New
6F
4516
626 Financial
Michigan
$254K +$269K +672 New
TIAM2
4517
Tru Independence Asset Management 2
Oregon
$253K +$269K +670 New
AFO
4518
Arrowroot Family Office
California
$253K +$268K +669 New
SIP
4519
Snowwater Investment Partners
Connecticut
$252K +$268K +668 New
DA
4520
Dash Acquisitions
California
$252K +$243K +606 New
MWP
4521
Momentum Wealth Planning
Florida
$252K -$96.6K -241 -27%
CFP
4522
Cypress Financial Planning
New Jersey
$252K -$12.4K -31 -4%
PPWM
4523
Premier Private Wealth Management
Florida
$252K +$4.81K +12 +2%
DG
4524
Dala Group
Illinois
$251K -$12K -30 -4%
RF
4525
RetireMitten Financial
Michigan
$250K +$213K +530 +398%
179 180
181
182 183