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Broadcom
AVGO

Name Holding Trade Value Shares
Change 		Change in
Stake
AFO
4551
Arrowroot Family Office
California
$253K +$268K +669 New
SIP
4552
Snowwater Investment Partners
Connecticut
$252K +$268K +668 New
DA
4553
Dash Acquisitions
California
$252K +$243K +606 New
MWP
4554
Momentum Wealth Planning
Florida
$252K -$96.6K -241 -27%
CFP
4555
Cypress Financial Planning
New Jersey
$252K -$12.4K -31 -4%
PPWM
4556
Premier Private Wealth Management
Florida
$252K +$4.81K +12 +2%
DG
4557
Dala Group
Illinois
$251K -$12K -30 -4%
RF
4558
RetireMitten Financial
Michigan
$250K +$213K +530 +398%
MCP
4559
Martin Capital Partners
Oregon
$250K – – –
FA
4560
Fortis Advisors
Pennsylvania
$250K +$265K +662 New
QT
4561
Quantbot Technologies
New York
$249K -$6.94M -17,317 -96%
MAM
4562
Mullooly Asset Management
New Jersey
$247K – – –
KFA
4563
Kapstone Financial Advisors
Ohio
$247K +$262K +654 New
LWM
4564
Lionshead Wealth Management
New York
$246K +$261K +652 New
PWM
4565
Praetorian Wealth Management
California
$246K – – –
GAM
4566
GEM Asset Management
Michigan
$245K +$260K +648 New
CFG
4567
Clayton Financial Group
Missouri
$244K -$103K -257 -28%
CA
4568
Centennial Advisors
Texas
$244K +$259K +645 New
TFP
4569
Tilia Fiduciary Partners
North Carolina
$243K +$258K +644 New
FFG
4570
First Financial Group
North Carolina
$243K +$258K +643 New
HFM
4571
Hartford Financial Management
Connecticut
$243K +$160K +400 +165%
SF
4572
Succession Financial
Texas
$243K +$258K +643 New
SDAM
4573
Shulman DeMeo Asset Management
New York
$243K +$257K +642 New
BGAI
4574
Bruce G. Allen Investments
Colorado
$243K -$105K -262 -29%
JPT
4575
Jordan Park Trust
New Hampshire
$242K -$18K -45 -7%
181 182
183
184 185