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Broadcom
AVGO

Name Holding Trade Value Shares
Change 		Change in
Stake
TWA
2701
Tandem Wealth Advisors
Arizona
$838K +$26.3K +142 +4%
BP
2702
BWM Planning
Texas
$838K – – –
NC
2703
Napatree Capital
Rhode Island
$836K +$141K +760 +27%
CPA
2704
Capital Performance Advisors
California
$836K +$171K +922 +34%
SOAMC
2705
Spirit of America Management Corp
New York
$835K +$55.5K +300 +9%
AWAP
2706
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$834K +$53.3K +288 +9%
FWM
2707
FFT Wealth Management
Pennsylvania
$833K +$194K +1,051 +41%
FCM
2708
Fieldview Capital Management
Michigan
$832K +$664K +3,588 New
CA
2709
Cannon Advisors
North Carolina
$830K -$21.1K -114 -3%
HWM
2710
Hemington Wealth Management
Virginia
$828K +$70.5K +381 +12%
WCFA
2711
Walkner Condon Financial Advisors
Wisconsin
$828K +$45.3K +245 +7%
LAM
2712
Lakewood Asset Management
Illinois
$828K -$20.7K -112 -3%
BSSFA
2713
Baron Silver Stevens Financial Advisors
Florida
$828K – – –
SL
2714
Sentinus LLC
Illinois
$826K +$48.6K +263 +8%
IPAM
2715
Investment Partners Asset Management
New Jersey
$825K -$1.85K -10 -0.3%
BFA
2716
Beacon Financial Advisory
Ohio
$825K +$80.5K +435 +14%
VAM
2717
Vienna Asset Management
California
$824K +$1.11K +6 +0.2%
CPRC
2718
Consolidated Portfolio Review Corp
New York
$824K +$154K +832 +31%
SFO
2719
Stenger Family Office
Illinois
$822K +$656K +3,546 New
WF
2720
Wayfinding Financial
Washington
$822K +$656K +3,549 New
WA
2721
WBH Advisory
Maryland
$822K -$5.36K -29 -0.8%
TWP
2722
Tyche Wealth Partners
Texas
$818K +$118K +638 +22%
CL
2723
CVFG LLC
Indiana
$818K +$652K +3,526 New
MF
2724
Manchester Financial
California
$817K +$73.6K +398 +13%
TCPG
2725
Trivant Custom Portfolio Group
California
$816K +$18.5K +100 +3%
107 108
109
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