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Broadcom

Name Holding Trade Value Shares
Change
Change in
Stake
KOMWMG
3226
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$561K +$81.4K +375 +23%
AWM
3227
Activest Wealth Management
Florida
$561K +$22.4K +103 +5%
MFS
3228
Madrona Financial Services
Washington
$561K +$64.3K +296 +17%
Harris Associates
3229
Harris Associates
Illinois
$560K +$441K +2,032 New
CA
3230
Carson Advisory
Georgia
$558K +$8.47K +39 +2%
EFG
3231
Ehrlich Financial Group
California
$556K -$16.1K -74 -4%
GCA
3232
Gallagher Capital Advisors
Texas
$556K +$869 +4 +0.2%
FDW
3233
Fourth Dimension Wealth
Ohio
$555K +$372K +1,714 +571%
AIM
3234
Aspen Investment Management
Michigan
$555K +$437K +2,012 New
PWM
3235
Palumbo Wealth Management
New York
$553K +$436K +2,006 New
FGWP
3236
Founders Grove Wealth Partners
Virginia
$552K +$146K +671 +50%
LSWP
3237
Liberty Square Wealth Partners
Pennsylvania
$551K – – –
VR
3238
Valued Retirements
Texas
$551K – – –
WTG
3239
West Tower Group
Virginia
$551K +$434K +2,000 New
ECM
3240
EMC Capital Management
Texas
$551K +$434K +2,000 New
ORC
3241
O'Rourke & Company
Massachusetts
$550K – – –
CCC
3242
Compass Capital Corp
Massachusetts
$549K -$494K -2,275 -56%
TCM
3243
Traub Capital Management
Massachusetts
$549K +$433K +1,992 New
HIG
3244
Heritage Investment Group
Florida
$549K – – –
AIMC
3245
Alley Investment Management Company
Illinois
$547K +$20.6K +95 +5%
SAM
3246
Strive Asset Management
Ohio
$547K +$128K +588 +42%
SFGP
3247
Stonebridge Financial Group (Pennsylvania)
Pennsylvania
$547K +$244K +1,124 +131%
PTB
3248
Pioneer Trust Bank
Oregon
$546K – – –
NFC
3249
Northstar Financial Companies
Pennsylvania
$545K +$429K +1,977 New
EA
3250
Ergawealth Advisors
Illinois
$545K – – –