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Broadcom
AVGO

Name Holding Trade Value Shares
Change 		Change in
Stake
SWA
3001
Strategies Wealth Advisors
Michigan
$1.41M +$360K +1,007 +33%
CRM
3002
Cramer Rosenthal McGlynn
Connecticut
$1.41M -$1.45M -4,063 -50%
WAG
3003
Wallace Advisory Group
California
$1.41M +$273K +763 +23%
IWA
3004
Invera Wealth Advisors
Oregon
$1.4M -$148K -413 -9%
PW
3005
Potentia Wealth
California
$1.4M +$137K +383 +10%
EWS
3006
Evergreen Wealth Solutions
Pennsylvania
$1.4M +$270K +756 +23%
OC
3007
Opinicus Capital
Florida
$1.4M +$164K +459 +13%
CWA
3008
Clarity Wealth Advisors
California
$1.4M -$26.1K -73 -2%
CP
3009
Capital Planning
Washington
$1.4M +$11.8K +33 +0.8%
SL
3010
Salomon & Ludwin
Virginia
$1.39M +$41.1K +115 +3%
CF
3011
Claris Financial
Virginia
$1.39M +$1.19M +3,327 +491%
CIG
3012
Cascade Investment Group
Colorado
$1.39M -$256K -715 -15%
CI
3013
Corient IA
Florida
$1.38M – – –
LCM
3014
Lattice Capital Management
Washington
$1.38M – – –
FLC
3015
Fifth Lane Capital
Texas
$1.38M +$626K +1,750 +78%
BCM
3016
Barrier Capital Management
California
$1.38M +$1.43M +3,998 New
PC
3017
PCB Capital
New Jersey
$1.38M +$1.43M +3,987 New
AIC
3018
Argus Investors Counsel
New York
$1.38M -$50.4K -141 -3%
AHIA
3019
Andrew Hill Investment Advisors
Florida
$1.38M +$1.42M +3,983 New
TCM
3020
Telos Capital Management
California
$1.38M -$24.3K -68 -2%
SIC
3021
Samalin Investment Counsel
New York
$1.38M -$148K -415 -9%
OAS
3022
Optivise Advisory Services
Tennessee
$1.38M +$246K +688 +21%
IA
3023
Invested Advisors
Pennsylvania
$1.37M -$190K -532 -12%
BP
3024
BWM Planning
Texas
$1.37M +$34.3K +96 +2%
MWA
3025
Medallion Wealth Advisors
Connecticut
$1.37M -$55.4K -155 -4%
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121
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