AVGO icon

Broadcom
AVGO

Name Holding Trade Value Shares
Change 		Change in
Stake
WWM
2901
Whalen Wealth Management
Nevada
$829K +$184K +847 +39%
WCP
2902
Wealthcare Capital Partners
Pennsylvania
$829K +$32.6K +150 +5%
MHC
2903
Meyer Handelman Company
New York
$827K -$15.9K -73 -2%
FLC
2904
Fifth Lane Capital
Texas
$827K +$651K +3,000 New
KW
2905
Keyvantage Wealth
Pennsylvania
$825K +$115K +530 +22%
AMM
2906
American Money Management
California
$822K +$96.6K +445 +18%
MCM
2907
M1 Capital Management
Michigan
$821K +$39.7K +183 +7%
AF
2908
Arrow Financial
New York
$821K +$647K +2,980 New
BWS
2909
Broadway Wealth Solutions
Texas
$821K +$21.9K +101 +4%
SFC
2910
Swisher Financial Concepts
Ohio
$821K -$4.34K -20 -0.7%
GGS
2911
Galvin Gaustad & Stein
Arizona
$821K +$89.9K +414 +16%
MCA
2912
Maryland Capital Advisors
Maryland
$821K +$223K +1,027 +53%
ADBIC
2913
A.D. Beadell Investment Counsel
Wisconsin
$820K -$651 -3 -0.1%
BFO
2914
Boston Family Office
Massachusetts
$819K +$124K +570 +24%
PAM
2915
Palisade Asset Management
Minnesota
$817K – – –
WAM
2916
Walker Asset Management
Missouri
$817K +$1.52K +7 +0.2%
TS
2917
Tamar Securities
California
$816K +$57.5K +265 +10%
PFA
2918
Pathway Financial Advisors
Vermont
$816K -$1.23M -5,660 -66%
HPC
2919
Hobart Private Capital
North Carolina
$816K +$363K +1,671 +130%
TWM
2920
TriaGen Wealth Management
California
$816K +$643K +2,959 New
SRC
2921
Shufro Rose & Co
New York
$815K – – –
RIA
2922
RPG Investment Advisory
California
$813K -$625K -2,879 -49%
MAM
2923
McLean Asset Management
Virginia
$813K +$57.5K +265 +10%
CAM
2924
Campion Asset Management
Virginia
$813K – – –
RWA
2925
Rooted Wealth Advisors
Illinois
$813K -$30.2K -139 -4%
115 116
117
118 119