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Broadcom
AVGO

Name Holding Trade Value Shares
Change 		Change in
Stake
BFA
2576
Beacon Financial Advisory
Ohio
$489K +$1.4K +10 +0.3%
AC
2577
Apella Capital
Connecticut
$489K +$54.7K +390 +16%
CWP
2578
Curated Wealth Partners
California
$488K +$426K +3,040 New
IPW
2579
Invictus Private Wealth
Colorado
$488K -$9.81K -70 -2%
MHWM
2580
Montz Harcus Wealth Management
Louisiana
$487K -$21K -150 -5%
DFCM
2581
Dark Forest Capital Management
Puerto Rico
$485K -$212K -1,510 -33%
I
2582
INVST
Indiana
$482K +$28K +200 +7%
OAS
2583
Optivise Advisory Services
Tennessee
$482K +$420K +3,000 New
FSA
2584
Financial Sense Advisors
California
$482K -$234K -1,670 -36%
MHC
2585
Meyer Handelman Company
New York
$482K – – –
MAM
2586
McLean Asset Management
Virginia
$482K +$22.4K +160 +6%
KHCM
2587
Kirtland Hills Capital Management
Ohio
$480K +$14K +100 +3%
WW
2588
Westshore Wealth
California
$479K -$5.61K -40 -1%
BI
2589
BlueSpruce Investments
Illinois
$478K +$418K +2,980 New
CAM
2590
CenterStar Asset Management
Illinois
$476K +$415K +2,960 New
SHGA
2591
Sand Hill Global Advisors
California
$474K +$413K +2,950 New
KOMWMG
2592
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$473K -$18.2K -130 -4%
FFA
2593
Fortune Financial Advisors
Kansas
$472K – – –
ODG
2594
O'Dell Group
Ohio
$472K – – –
UWPG
2595
Ullmann Wealth Partners Group
Florida
$469K +$40.6K +290 +11%
PFA
2596
Pettinga Financial Advisors
Indiana
$468K +$30.8K +220 +8%
WAM
2597
Walker Asset Management
Missouri
$468K +$2.8K +20 +0.7%
RWA
2598
Roberts Wealth Advisors
California
$468K – – –
CFO
2599
Collective Family Office
Pennsylvania
$467K +$91.1K +650 +29%
FC
2600
Fulcrum Capital
Washington
$466K -$116K -830 -22%
102 103
104
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