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Broadcom
AVGO

Name Holding Trade Value Shares
Change 		Change in
Stake
WC
2851
Westerkirk Capital
$1.26M -$1.16M -3,790 -50%
DWM
2852
DecisionMap Wealth Management
Virginia
$1.26M +$101K +329 +9%
MWM
2853
McNaughton Wealth Management
California
$1.26M -$239K -778 -17%
FCA
2854
Fortis Capital Advisors
Kansas
$1.25M -$1.15M -3,751 -50%
PAG
2855
Paladin Advisory Group
Iowa
$1.25M -$362K -1,180 -24%
XT
2856
XTX Topco
Cayman Islands
$1.25M +$1.17M +3,799 New
CFS
2857
Coordinated Financial Services
Colorado
$1.25M -$5.21K -17 -0.4%
MHI
2858
Miller Howard Investments
New York
$1.25M -$110K -359 -9%
NCTC
2859
New Covenant Trust Company
Indiana
$1.25M +$18.4K +60 +2%
CWP
2860
Clark Wealth Partners
Illinois
$1.25M -$80.7K -263 -7%
FFS
2861
Fortress Financial Solutions
Arizona
$1.25M -$3.68K -12 -0.3%
SIM
2862
SSI Investment Management
California
$1.25M – – –
AA
2863
ABC Arbitrage
France
$1.25M +$1.16M +3,778 New
IWA
2864
IVC Wealth Advisors
Pennsylvania
$1.24M +$28.8K +94 +3%
CWM
2865
Cherrydale Wealth Management
New Jersey
$1.24M +$3.68K +12 +0.3%
SFS
2866
Sharp Financial Services
Pennsylvania
$1.24M -$30.7K -100 -3%
WW
2867
Winnow Wealth
Texas
$1.24M +$1.15M +3,751 New
LF
2868
Lantz Financial
Illinois
$1.24M +$143K +467 +14%
MWM
2869
Marion Wealth Management
Pennsylvania
$1.24M +$307 +1 +0%
KFG
2870
Kingdom Financial Group
Arizona
$1.23M +$691K +2,252 +152%
SC
2871
Stance Capital
Massachusetts
$1.23M -$457K -1,491 -29%
BPAMU
2872
BTG Pactual Asset Management US
New York
$1.23M +$72.1K +235 +7%
FWM
2873
Finer Wealth Management
Massachusetts
$1.23M +$307 +1 +0%
EHC
2874
Everett Harris & Co
California
$1.23M +$246K +801 +27%
CIA
2875
Compass Ion Advisors
Pennsylvania
$1.22M +$272K +888 +31%
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115
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