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Broadcom
AVGO

Name Holding Trade Value Shares
Change 		Change in
Stake
TWM
3351
Topsail Wealth Management
North Carolina
$284K +$77.3K +365 +27%
ZIG
3352
Zuckerman Investment Group
Illinois
$283K +$31.1K +147 +10%
HA
3353
Helium Advisors
Washington
$282K +$112K +530 +46%
PCM
3354
Pennsylvania Capital Management
Pennsylvania
$282K -$56.3K -266 -14%
DCBT
3355
Dakota Community Bank & Trust
North Dakota
$282K – – –
LA
3356
Lane & Associates
New Jersey
$282K +$34.5K +163 +11%
CFC
3357
Coyle Financial Counsel
Illinois
$281K +$21.4K +101 +6%
ACM
3358
Alamar Capital Management
California
$281K – – –
WAM
3359
WFA Asset Management
Wisconsin
$281K -$404K -1,908 -90%
SHFP
3360
Second Half Financial Partners
Florida
$281K -$28.6K -135 -7%
AC
3361
Annandale Capital
Texas
$280K – – –
BAMG
3362
Brand Asset Management Group
Missouri
$280K -$3.39K -16 -0.9%
BBW
3363
Blue Barn Wealth
Utah
$279K +$66.5K +314 +23%
VC
3364
Veery Capital
Delaware
$279K +$28.1K +133 +9%
KOMWMG
3365
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$278K -$1.69K -8 -0.5%
PF
3366
Parker Financial
Washington
$278K -$30.5K -144 -8%
BMM
3367
Berkshire Money Management
Massachusetts
$278K -$30.9K -146 -8%
FNFDCM
3368
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$278K – – –
CS
3369
Capital Square
Tennessee
$278K -$17.6K -83 -5%
FA
3370
FF Advisors
California
$277K +$16.5K +78 +6%
LSA
3371
Lansing Street Advisors
Pennsylvania
$276K +$6.35K +30 +2%
HBS
3372
Howard Bailey Securities
Indiana
$275K +$13.5K +64 +4%
C1AG
3373
Client 1st Advisory Group
Florida
$275K +$423 +2 +0.1%
VAF
3374
Values Added Financial
District of Columbia
$275K +$17.8K +84 +5%
SIS
3375
Sound Income Strategies
Florida
$275K +$34.9K +165 +11%
133 134
135
136 137