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Broadcom
AVGO

Name Holding Trade Value Shares
Change 		Change in
Stake
AWM
1551
Accel Wealth Management
Iowa
$182K – – –
NIM
1552
NuWave Investment Management
New Jersey
$181K +$176K +3,790 New
SWA
1553
Sutton Wealth Advisors
Florida
$168K -$3.71K -80 -2%
TWA
1554
TCI Wealth Advisors
Arizona
$167K +$77.8K +1,680 +93%
LWA
1555
Lenox Wealth Advisors
New York
$165K -$8.34K -180 -5%
CFD
1556
Creative Financial Designs
Indiana
$163K -$683K -14,750 -81%
TH
1557
TCTC Holdings
Texas
$159K – – –
BWM
1558
Baystate Wealth Management
Massachusetts
$156K +$13K +280 +9%
CMBA
1559
C.M. Bidwell & Associates
Hawaii
$152K +$15.8K +340 +12%
MHR
1560
Matthew Hamilton Rosenberg
$150K – – –
EL
1561
EMFO LLC
Florida
$148K +$144K +3,100 New
FMP
1562
Financial Management Professionals
Texas
$146K +$2.32K +50 +2%
BCM
1563
Blume Capital Management
California
$143K – – –
PMFA
1564
Plante Moran Financial Advisors
Michigan
$139K +$5.1K +110 +4%
TFA
1565
Toth Financial Advisory
Virginia
$138K -$417K -9,000 -76%
CDIA
1566
Capital Directions Investment Advisors
Georgia
$133K +$129K +2,780 New
SB
1567
Strategic Blueprint
Georgia
$133K +$129K +2,780 New
WLPWM
1568
Walled Lake Planning & Wealth Management
Illinois
$127K – – –
MIFH
1569
Migdal Insurance & Financial Holdings
Israel
$124K +$9.27K +200 +8%
CCA
1570
Catalyst Capital Advisors
New York
$119K +$3.71K +80 +3%
TFO
1571
Tarbox Family Office
California
$118K – – –
SWG
1572
Summit Wealth Group
Vermont
$109K – – –
EIP
1573
Ellis Investment Partners
Pennsylvania
$109K +$20.9K +450 +25%
FCB
1574
First Command Bank
Texas
$108K +$23.6K +510 +29%
FCFS
1575
First Command Financial Services
Texas
$108K +$23.6K +510 +29%
61 62
63
64 65