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AVGO

Name Holding Trade Value Shares
Change 		Change in
Stake
GA
2576
Goldstein Advisors
Wisconsin
$334K +$1.24K +10 +0.4%
BWP
2577
Bernardo Wealth Planning
Pennsylvania
$334K +$312K +2,520 New
CSIA
2578
Charles Schwab Investment Advisory
California
$333K -$89.2K -720 -22%
HCM
2579
Hall Capital Management
Rhode Island
$333K – – –
HNWAG
2580
High Net Worth Advisory Group
Florida
$333K +$311K +2,510 New
WC
2581
Wexford Capital
Florida
$333K +$311K +2,510 New
OPW
2582
Oxler Private Wealth
New York
$332K +$1.24K +10 +0.4%
SFG
2583
Sunburst Financial Group
Alabama
$332K +$7.43K +60 +3%
TCBWMS
2584
Texas Capital Bank Wealth Management Services
Texas
$331K -$47.1K -380 -13%
B
2585
Bellecapital
Switzerland
$331K -$79.3K -640 -20%
RDFA
2586
Ritter Daniher Financial Advisory
Ohio
$331K – – –
LCS
2587
Levin Capital Strategies
New York
$331K +$310K +2,500 New
SCI
2588
S&CO Inc
Massachusetts
$331K – – –
FWP
2589
Falcon Wealth Planning
California
$331K +$31K +250 +11%
AI
2590
Accredited Investors
Minnesota
$330K +$38.4K +310 +14%
WA
2591
Win Advisors
Florida
$330K -$219K -1,770 -42%
CPG
2592
Custom Portfolio Group
Colorado
$330K – – –
SWP
2593
Summit Wealth Partners
Florida
$330K – – –
4WM
2594
49 Wealth Management
Texas
$328K -$58.2K -470 -16%
OCPWS
2595
One Charles Private Wealth Services
Massachusetts
$327K -$44.6K -360 -13%
BCG
2596
Breakwater Capital Group
New Jersey
$327K +$7.43K +60 +2%
HIF
2597
Hill Island Financial
Michigan
$327K -$12.4K -100 -4%
FCG
2598
Fielder Capital Group
Tennessee
$327K +$3.72K +30 +1%
ETIA
2599
Epic Trust Investment Advisors
Washington
$326K -$4.96K -40 -2%
CG
2600
Clarus Group
Texas
$326K -$170K -1,370 -36%
102 103
104
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