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Broadcom
AVGO

Name Holding Trade Value Shares
Change 		Change in
Stake
MEG
4501
Millstone Evans Group
Colorado
$178K +$16.8K +51 +10%
PFGWM
4502
Price Financial Group Wealth Management
Oregon
$176K +$145K +442 New
B
4503
Bayban
Minnesota
$175K +$37.5K +114 +25%
UFPG
4504
United Financial Planning Group
New York
$174K -$314K -954 -63%
AP
4505
Aspect Partners
Virginia
$172K +$3.62K +11 +2%
CFS
4506
CGC Financial Services
Oregon
$169K -$12.8K -39 -7%
RF
4507
Robinswood Financial
Washington
$166K -$2.63K -8 -1%
LFASL
4508
Lugano Financial Advisors SA (LFA)
Switzerland
$166K – – –
CCMI
4509
Creative Capital Management Investments
California
$163K – – –
RA
4510
RiverPark Advisors
New York
$163K +$1.65K +5 +1%
JFA
4511
JNBA Financial Advisors
Minnesota
$162K +$27K +82 +19%
BW
4512
Basepoint Wealth
Iowa
$161K +$14.8K +45 +9%
AF
4513
Abound Financial
California
$161K – – –
JFG
4514
JDM Financial Group
Texas
$161K +$26.7K +81 +18%
MGI
4515
Miller Global Investments
Texas
$160K +$141K +427 +469%
DPW
4516
DiNuzzo Private Wealth
Pennsylvania
$158K -$658 -2 -0.4%
HIW
4517
Holos Integrated Wealth
Pennsylvania
$156K +$5.59K +17 +4%
VWM
4518
Vermillion Wealth Management
Minnesota
$155K +$84.2K +256 +104%
SN
4519
Sittner & Nelson
Oregon
$153K +$329 +1 +0.2%
WPA
4520
Wealth Preservation Advisors
Tennessee
$143K -$230K -698 -60%
HAP
4521
Harbor Asset Planning
Massachusetts
$142K – – –
RBC
4522
Roble Belko & Company
Pennsylvania
$141K -$41.1K -125 -22%
KAM
4523
KEB Asset Management
Illinois
$140K -$161K -488 -52%
CGA
4524
Compound Global Advisors
Washington
$139K +$148K +450 New
EA
4525
Evolution Advisers
Virginia
$139K – – –
179 180
181
182 183