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Broadcom
AVGO

Name Holding Trade Value Shares
Change 		Change in
Stake
BCM
3001
Barden Capital Management
Texas
$1.41M -$40.8K -114 -3%
FWM
3002
Finer Wealth Management
Massachusetts
$1.41M +$125K +350 +9%
OL
3003
one8zero8 LLC
North Carolina
$1.41M – – –
SFS
3004
Strategic Financial Services
New York
$1.41M +$890K +2,490 +143%
UFF
3005
USA Financial Formulas
Michigan
$1.41M +$1.46M +4,072 New
LA
3006
Lynch & Associates
Indiana
$1.41M +$74.7K +209 +5%
MWM
3007
McNaughton Wealth Management
California
$1.41M +$94.4K +264 +7%
SWA
3008
Strategies Wealth Advisors
Michigan
$1.41M +$360K +1,007 +33%
CRM
3009
Cramer Rosenthal McGlynn
Connecticut
$1.41M -$1.45M -4,063 -50%
WAG
3010
Wallace Advisory Group
California
$1.41M +$273K +763 +23%
IWA
3011
Invera Wealth Advisors
Oregon
$1.4M -$148K -413 -9%
PW
3012
Potentia Wealth
California
$1.4M +$137K +383 +10%
EWS
3013
Evergreen Wealth Solutions
Pennsylvania
$1.4M +$270K +756 +23%
OC
3014
Opinicus Capital
Florida
$1.4M +$164K +459 +13%
CWA
3015
Clarity Wealth Advisors
California
$1.4M -$26.1K -73 -2%
CP
3016
Capital Planning
Washington
$1.4M +$11.8K +33 +0.8%
SL
3017
Salomon & Ludwin
Virginia
$1.39M +$41.1K +115 +3%
CF
3018
Claris Financial
Virginia
$1.39M +$1.19M +3,327 +491%
CIG
3019
Cascade Investment Group
Colorado
$1.39M -$256K -715 -15%
CI
3020
Corient IA
Florida
$1.38M – – –
LCM
3021
Lattice Capital Management
Washington
$1.38M – – –
FLC
3022
Fifth Lane Capital
Texas
$1.38M +$626K +1,750 +78%
BCM
3023
Barrier Capital Management
California
$1.38M +$1.43M +3,998 New
PC
3024
PCB Capital
New Jersey
$1.38M +$1.43M +3,987 New
AIC
3025
Argus Investors Counsel
New York
$1.38M -$50.4K -141 -3%
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121
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