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Broadcom
AVGO

Name Holding Trade Value Shares
Change 		Change in
Stake
BWM
4501
Base Wealth Management
Florida
$271K +$1.2K +3 +0.4%
BF
4502
Benchmark Financial
Delaware
$271K +$288K +718 New
SPI
4503
Santori & Peters Inc
Pennsylvania
$270K +$15.6K +39 +6%
RCI
4504
RS Crum Inc
California
$269K +$17.2K +43 +6%
AWA
4505
Aquire Wealth Advisors
Utah
$269K +$285K +712 New
HWM
4506
Howard Wealth Management
Connecticut
$268K – – –
KTC
4507
Kentucky Trust Company
Kentucky
$268K -$4.01K -10 -1%
DMKJ
4508
David M. Knott Jr
$268K – – –
BHB
4509
Bank Hapoalim BM
Israel
$266K +$7.22K +18 +3%
KHC
4510
Koesten Hirschmann & Crabtree
Kansas
$266K +$9.22K +23 +3%
TFG
4511
Taylor Financial Group
Virginia
$265K – – –
MWP
4512
Meredith Wealth Planning
Illinois
$264K -$54.5K -136 -16%
RCM
4513
Rockbridge Capital Management
Virginia
$264K – – –
CWIG
4514
Chung Wu Investment Group
Texas
$264K +$281K +700 New
FWMP
4515
Foundation Wealth Management (Pennsylvania)
Pennsylvania
$264K -$23.3K -58 -8%
CA
4516
Capital Advantage
California
$263K -$16.8K -42 -6%
NFA
4517
Northwest Financial Advisors
Virginia
$263K +$279K +696 New
JWBC
4518
John W. Brooker & Co
California
$263K +$279K +696 New
PWM
4519
Proathlete Wealth Management
Florida
$263K – – –
EWA
4520
Exit Wealth Advisors
Georgia
$262K +$13.2K +33 +5%
GSC
4521
G&S Capital
Colorado
$261K +$12.8K +32 +5%
HBCM
4522
Heron Bay Capital Management
Michigan
$261K +$277K +692 New
PS
4523
Planned Solutions
California
$261K +$277K +692 New
PP
4524
Pearl Planning
Michigan
$261K +$6.82K +17 +3%
AW
4525
Ankerstar Wealth
Texas
$261K -$1.6K -4 -0.6%
179 180
181
182 183