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Broadcom
AVGO

Name Holding Trade Value Shares
Change 		Change in
Stake
SWM
3351
SilverOak Wealth Management
Minnesota
$1.08M -$33.7K -84 -3%
GRA
3352
Golden Road Advisors
Florida
$1.08M +$17.2K +43 +2%
OIS
3353
OneAscent Investment Solutions
Alabama
$1.08M +$193K +481 +20%
OCPWS
3354
One Charles Private Wealth Services
Massachusetts
$1.08M +$39.3K +98 +4%
WAM
3355
Walker Asset Management
Missouri
$1.08M -$59.7K -149 -5%
VWWMG
3356
Vermillion & White Wealth Management Group
Pennsylvania
$1.08M +$2.81K +7 +0.2%
SWA
3357
Strata Wealth Advisors
Texas
$1.07M +$119K +298 +12%
FSA
3358
Financial Sense Advisors
California
$1.07M +$12.4K +31 +1%
IRC
3359
Investors Research Corp
Georgia
$1.07M +$158K +393 +16%
AFWM
3360
Arta Finance Wealth Management
California
$1.07M +$67K +167 +6%
KV
3361
Kickstand Ventures
New York
$1.07M -$15.6K -39 -1%
CAM
3362
Campion Asset Management
Virginia
$1.07M +$22.9K +57 +2%
CWMA
3363
Capstone Wealth Management (Alabama)
Alabama
$1.07M +$671K +1,673 +144%
IF
3364
Integrity Financial
Wyoming
$1.07M +$30.1K +75 +3%
MCM
3365
Mainstream Capital Management
California
$1.07M -$11.2K -28 -1%
PFA
3366
Pathway Financial Advisors
Vermont
$1.07M – – –
EGM
3367
Engineers Gate Manager
New York
$1.07M -$9.82M -24,496 -90%
CAC
3368
Certified Advisory Corp
Florida
$1.06M -$37.3K -93 -3%
SAM
3369
S.A. Mason
Michigan
$1.06M -$18.4K -46 -2%
DA
3370
Drake & Associates
Wisconsin
$1.06M +$45.7K +114 +4%
AAG
3371
Armstrong Advisory Group
Massachusetts
$1.06M – – –
HNWAG
3372
High Net Worth Advisory Group
Florida
$1.06M +$53.3K +133 +5%
APWA
3373
Atlas Private Wealth Advisors
New Jersey
$1.06M +$136K +340 +14%
AA
3374
Altrafin AG
$1.06M -$682K -1,700 -38%
MLTEF
3375
Metatron Long Term Equity Fund
$1.06M +$1.12M +2,800 New
133 134
135
136 137