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Broadcom
AVGO

Name Holding Trade Value Shares
Change 		Change in
Stake
TSW
3201
Three Seasons Wealth
Utah
$580K +$196K +903 +75%
IAS
3202
Investment Advisory Services
Texas
$580K +$5.86K +27 +1%
BCM
3203
Bourgeon Capital Management
Connecticut
$579K +$456K +2,101 New
BTWM
3204
Brass Tax Wealth Management
Ohio
$579K -$64.7K -298 -12%
LWM
3205
Laidlaw Wealth Management
New York
$579K -$462K -2,126 -50%
CWAF
3206
Core Wealth Advisors (Florida)
Florida
$579K +$191K +878 +72%
NEPPG
3207
New England Professional Planning Group
Rhode Island
$576K – – –
CIAS
3208
CBIZ Investment Advisory Services
Ohio
$576K -$53.9K -248 -11%
ZI
3209
ZEGA Investments
Florida
$575K -$270K -1,244 -37%
WA
3210
WPG Advisers
Maryland
$574K -$43.6K -201 -9%
SWA
3211
Strata Wealth Advisors
Texas
$573K +$182K +837 +67%
WPWM
3212
Western Pacific Wealth Management
Illinois
$572K -$38K -175 -8%
SC
3213
Solstein Capital
California
$572K +$208K +956 +85%
WCP
3214
Wick Capital Partners
Pennsylvania
$571K +$924K +4,253 New
VI
3215
VanderPol Investments
Michigan
$571K -$24.8K -114 -5%
BONST
3216
Bank of Nova Scotia Trust
Ontario, Canada
$571K +$434 +2 +0.1%
PPW
3217
Pasadena Private Wealth
California
$568K +$434 +2 +0.1%
FNT
3218
First Nebraska Trust
Nebraska
$568K – – –
GA
3219
GFS Advisors
Texas
$567K +$447K +2,057 New
SA
3220
Sage Advisors
Colorado
$566K +$103K +473 +30%
IWP
3221
Innova Wealth Partners
Pennsylvania
$566K +$112K +515 +34%
ITB
3222
Idaho Trust Bank
Idaho
$565K -$306K -1,408 -41%
MKA
3223
M. Kulyk & Associates
Georgia
$564K +$53.6K +247 +14%
SO
3224
Sierra Ocean
California
$564K -$9.77K -45 -2%
HNW
3225
High Note Wealth
Minnesota
$562K -$13.9K -64 -3%
127 128
129
130 131