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Broadcom
AVGO

Name Holding Trade Value Shares
Change 		Change in
Stake
BCM
3201
Bourgeon Capital Management
Connecticut
$579K +$456K +2,101 New
BTWM
3202
Brass Tax Wealth Management
Ohio
$579K -$64.7K -298 -12%
LWM
3203
Laidlaw Wealth Management
New York
$579K -$462K -2,126 -50%
CWAF
3204
Core Wealth Advisors (Florida)
Florida
$579K +$191K +878 +72%
NEPPG
3205
New England Professional Planning Group
Rhode Island
$576K – – –
CIAS
3206
CBIZ Investment Advisory Services
Ohio
$576K -$53.9K -248 -11%
ZI
3207
ZEGA Investments
Florida
$575K -$270K -1,244 -37%
WA
3208
WPG Advisers
Maryland
$574K -$43.6K -201 -9%
SWA
3209
Strata Wealth Advisors
Texas
$573K +$182K +837 +67%
WPWM
3210
Western Pacific Wealth Management
Illinois
$572K -$38K -175 -8%
SC
3211
Solstein Capital
California
$572K +$208K +956 +85%
WCP
3212
Wick Capital Partners
Pennsylvania
$571K +$924K +4,253 New
VI
3213
VanderPol Investments
Michigan
$571K -$24.8K -114 -5%
BONST
3214
Bank of Nova Scotia Trust
Ontario, Canada
$571K +$434 +2 +0.1%
PPW
3215
Pasadena Private Wealth
California
$568K +$434 +2 +0.1%
FNT
3216
First Nebraska Trust
Nebraska
$568K – – –
GA
3217
GFS Advisors
Texas
$567K +$447K +2,057 New
SA
3218
Sage Advisors
Colorado
$566K +$103K +473 +30%
IWP
3219
Innova Wealth Partners
Pennsylvania
$566K +$112K +515 +34%
ITB
3220
Idaho Trust Bank
Idaho
$565K -$306K -1,408 -41%
MKA
3221
M. Kulyk & Associates
Georgia
$564K +$53.6K +247 +14%
SO
3222
Sierra Ocean
California
$564K -$9.77K -45 -2%
HNW
3223
High Note Wealth
Minnesota
$562K -$13.9K -64 -3%
KOMWMG
3224
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$561K +$81.4K +375 +23%
AWM
3225
Activest Wealth Management
Florida
$561K +$22.4K +103 +5%
127 128
129
130 131