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Broadcom
AVGO

Name Holding Trade Value Shares
Change 		Change in
Stake
I
2776
InceptionR
California
$421K -$1.04M -6,461 -73%
CWA
2777
Centennial Wealth Advisory
Michigan
$419K +$390K +2,430 New
MWA
2778
MFA Wealth Advisors
Pennsylvania
$419K – – –
AWA
2779
Alaska Wealth Advisors
Alaska
$418K +$802 +5 +0.2%
CP
2780
Creekside Partners
California
$418K -$25.5K -159 -6%
ODIJL
2781
One Day In July LLC
Vermont
$418K +$6.57K +41 +2%
FDS
2782
First Dallas Securities
Texas
$417K +$388K +2,420 New
EA
2783
Echo45 Advisors
California
$417K -$30.9K -193 -7%
WCF
2784
West Coast Financial
California
$416K +$1.92K +12 +0.5%
C
2785
Covestor
United Kingdom
$416K -$30.1K -188 -7%
PMG
2786
ProVise Management Group
Florida
$416K +$68.9K +430 +22%
SCA
2787
Stonebridge Capital Advisors
Minnesota
$416K -$25.7K -160 -6%
GRA
2788
Golden Road Advisors
Florida
$415K -$2.08K -13 -0.5%
RFS
2789
Richardson Financial Services
Massachusetts
$415K -$3.52M -21,973 -90%
LGW
2790
Leslie Global Wealth
Illinois
$414K +$385K +2,401 New
FI
2791
Fosun International
China
$414K – – –
MPW
2792
MA Private Wealth
California
$414K – – –
MCAI
2793
Members Capital Advisors Inc
Wisconsin
$414K – – –
MTIM
2794
Marathon Trading Investment Management
Pennsylvania
$414K +$385K +2,400 New
IAS
2795
Investment Advisory Services
Texas
$414K +$30.5K +190 +9%
WWS
2796
Wellington Wealth Strategies
Indiana
$414K -$210K -1,312 -35%
IWA
2797
IVC Wealth Advisors
Pennsylvania
$413K +$28.4K +177 +8%
PWM
2798
Prosperity Wealth Management
California
$413K +$384K +2,397 New
AOI
2799
Auto-Owners Insurance
Michigan
$412K – – –
CFO
2800
Callan Family Office
Pennsylvania
$412K +$46.5K +290 +14%
110 111
112
113 114