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Broadcom
AVGO

Name Holding Trade Value Shares
Change 		Change in
Stake
FL
2826
FreeGulliver LLC
Louisiana
$398K +$57.1K +356 +18%
WLIM
2827
White Lighthouse Investment Management
Massachusetts
$397K -$6.41K -40 -2%
RFP
2828
Roth Financial Partners
Texas
$397K – – –
AIM
2829
Avity Investment Management
Connecticut
$395K – – –
PAA
2830
Peregrine Asset Advisers
Oregon
$395K – – –
FCG
2831
Fielder Capital Group
Tennessee
$394K -$19.7K -123 -5%
PWG
2832
Portside Wealth Group
Utah
$394K +$366K +2,284 New
WAL
2833
W Advisors LLC
Tennessee
$393K +$12.2K +76 +3%
RA
2834
Rise Advisors
New York
$391K +$1.28K +8 +0.4%
FWM
2835
FMB Wealth Management
California
$391K +$7.54K +47 +2%
FWM
2836
Fonville Wealth Management
Virginia
$390K +$363K +2,264 New
LWM
2837
LongView Wealth Management
Georgia
$390K -$12.5K -78 -3%
AAG
2838
Armstrong Advisory Group
Massachusetts
$390K -$28.5K -178 -7%
TFM
2839
TFC Financial Management
Massachusetts
$389K +$148K +923 +69%
ABLA
2840
Alan B. Lancz & Associates
Ohio
$388K -$17.6K -110 -5%
AGA
2841
Accuvest Global Advisors
Utah
$388K +$361K +2,249 New
SHFP
2842
Second Half Financial Partners
Florida
$388K +$92.5K +577 +35%
EHC
2843
Everett Harris & Co
California
$387K -$4.33K -27 -1%
ORC
2844
O'Rourke & Company
Massachusetts
$387K +$24.4K +152 +7%
CIAS
2845
CBIZ Investment Advisory Services
Ohio
$386K -$802 -5 -0.2%
MFG
2846
Midwest Financial Group
Kansas
$384K +$64.6K +403 +22%
NFP
2847
Narus Financial Partners
Utah
$383K +$6.41K +40 +2%
AWA
2848
Acorn Wealth Advisors
Michigan
$383K +$91.2K +569 +34%
OWA
2849
Opal Wealth Advisors
New York
$382K -$62K -387 -15%
MKC
2850
M. Kraus & Co
Vermont
$382K -$89.5K -558 -20%
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114
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