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Broadcom
AVGO

Name Holding Trade Value Shares
Change 		Change in
Stake
AFA
4701
Alpha Financial Advisors
North Carolina
$167K +$178K +443 New
CMA
4702
Cedar Mountain Advisors
Oregon
$164K +$1.6K +4 +0.9%
PWA
4703
Principia Wealth Advisory
Texas
$161K +$43.7K +109 +34%
PP
4704
PFS Partners
New Jersey
$159K – – –
RWS
4705
Retirement Wealth Solutions
Wisconsin
$159K +$401 +1 +0.2%
GWP
4706
Gen-Wealth Partners
Michigan
$158K +$26.5K +66 +19%
BH
4707
Burk Holdings
Oklahoma
$154K -$802 -2 -0.5%
API
4708
Asset Planning Inc
California
$153K – – –
DAM
4709
Delta Asset Management
Tennessee
$144K +$22.5K +56 +17%
RCM
4710
Richardson Capital Management
Wisconsin
$142K – – –
SFAM
4711
Sawyer Falduto Asset Management
Illinois
$142K – – –
MSFP
4712
Mark Sheptoff Financial Planning
Connecticut
$142K -$20K -50 -12%
HHGA
4713
Halbert Hargrove Global Advisors
California
$141K +$16.8K +42 +13%
DF
4714
Downshift Financial
Colorado
$139K +$147K +367 New
QL
4715
Quarry LP
New York
$136K -$263K -655 -65%
NA
4716
Networth Advisors
Pennsylvania
$134K +$109K +271 +323%
CFS
4717
CGC Financial Services
Oregon
$132K -$79.4K -198 -36%
WFA
4718
West Financial Advisors
Iowa
$130K – – –
WAM
4719
Wolverine Asset Management
Illinois
$128K -$9.66M -24,088 -99%
BCPWM
4720
Bradley & Co Private Wealth Management
Florida
$128K +$124K +309 +1,030%
1GI
4721
180 GPS Investments
$126K +$134K +333 New
CWM
4722
Cranbrook Wealth Management
Michigan
$125K -$9.22K -23 -6%
MS
4723
Monetary Solutions
Ohio
$123K – – –
CFG
4724
CKW Financial Group
Hawaii
$122K +$12.4K +31 +10%
LD
4725
Lipe & Dalton
New York
$115K – – –
187 188
189
190 191