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Broadcom
AVGO

Name Holding Trade Value Shares
Change 		Change in
Stake
CG
3026
Clifford Group
Massachusetts
$1.27M +$578K +1,756 +75%
I
3027
INVST
Indiana
$1.27M -$157K -478 -10%
TWPM
3028
Total Wealth Planning & Management
Florida
$1.27M -$180K -546 -12%
PC
3029
PCB Capital
New Jersey
$1.26M +$32.6K +99 +2%
VCM
3030
Vines Capital Management
Louisiana
$1.26M +$145K +441 +12%
SCM
3031
Sidoxia Capital Management
California
$1.26M +$1.34M +4,077 New
EFG
3032
Embree Financial Group
Illinois
$1.26M +$191K +581 +17%
CPA
3033
Cardiff Park Advisors
California
$1.26M +$1.34M +4,063 New
WAG
3034
Wallace Advisory Group
California
$1.25M -$2.96K -9 -0.2%
CPG
3035
Cornerstone Planning Group
New Jersey
$1.25M +$116K +353 +14%
LCM
3036
Lattice Capital Management
Washington
$1.25M – – –
VFA
3037
Values First Advisors
Tennessee
$1.25M +$142K +433 +12%
FWP
3038
Flatrock Wealth Partners
California
$1.25M +$185K +563 +16%
DTC
3039
Davidson Trust Company
Washington
$1.25M -$1.38M -4,200 -51%
CP
3040
Capital Planning
Washington
$1.25M +$9.21K +28 +0.7%
II
3041
Impact Investors
California
$1.25M -$418K -1,269 -24%
VC
3042
Vicus Capital
Pennsylvania
$1.25M -$21.7K -66 -2%
TFA
3043
Tobias Financial Advisors
Florida
$1.24M -$53K -161 -4%
CA
3044
Cannon Advisors
North Carolina
$1.24M +$53.3K +162 +4%
WRPWM
3045
Werba Rubin Papier Wealth Management
California
$1.24M +$255K +776 +24%
PAA
3046
Peregrine Asset Advisers
Oregon
$1.24M +$61.9K +188 +5%
PG
3047
Prostatis Group
Maryland
$1.24M -$65.2K -198 -5%
IGGA
3048
Iron Gate Global Advisors
Utah
$1.24M +$299K +908 +29%
CF
3049
Claris Financial
Virginia
$1.24M +$1.65K +5 +0.1%
GC
3050
GFG Capital
Florida
$1.24M +$1.05M +3,206 +400%
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122
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