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Broadcom
AVGO

Name Holding Trade Value Shares
Change 		Change in
Stake
BWG
2526
Beta Wealth Group
California
– -$243K -2,800 Closed
MHS
2527
M Holdings Securities
Oregon
– -$243K -2,800 Closed
YWM
2528
Yoder Wealth Management
California
– -$234K -2,700 Closed
AA
2529
AlphaQ Advisors
Florida
– -$221K -2,550 Closed
BWA
2530
Bordeaux Wealth Advisors
California
– -$219K -2,520 Closed
CWM
2531
Curi Wealth Management
North Carolina
– -$218K -2,520 Closed
WP
2532
WMS Partners
Maryland
– -$218K -2,510 Closed
BIA
2533
Barry Investment Advisors
Massachusetts
– -$216K -2,490 Closed
WAG
2534
Winthrop Advisory Group
Massachusetts
– -$215K -2,470 Closed
AMCA
2535
Arthur M. Cohen & Associates
Illinois
– -$208K -2,400 Closed
PWA
2536
Peterson Wealth Advisors
Utah
– -$209K -2,390 Closed
CFO
2537
Callan Family Office
Pennsylvania
– -$206K -2,380 Closed
CAM
2538
Claret Asset Management
Quebec, Canada
– -$207K -2,380 Closed
CBA
2539
Coastal Bridge Advisors
Connecticut
– -$206K -2,380 Closed
SHFA
2540
SC&H Financial Advisors
Maryland
– -$206K -2,380 Closed
GHA
2541
Granite Harbor Advisors
Texas
– -$206K -2,370 Closed
WMP
2542
Wealth Management Partners
Arizona
– -$204K -2,350 Closed
MPW
2543
MGO Private Wealth
California
– -$203K -2,340 Closed
LFG
2544
Lockerman Financial Group
California
– -$202K -2,330 Closed
PAM
2545
Palisade Asset Management
Minnesota
– -$201K -2,320 Closed
SCM
2546
Schnieders Capital Management
California
– -$200K -2,310 Closed
MS
2547
Mizuho Securities
Japan
– -$191K -2,200 Closed
CWA
2548
Clearview Wealth Advisors
Oregon
– -$91.1K -1,050 Closed
WAM
2549
Worth Asset Management
Texas
– -$88.5K -1,020 Closed
SF
2550
Safeguard Financial
Wisconsin
– -$75K -870 Closed
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