We are live on ! Find out more
AVGO icon

Broadcom
AVGO

Name Holding Trade Value Shares
Change 		Change in
Stake
CCG
3401
Capital CS Group
California
$600K -$144K -470 -21%
MLFP
3402
MPS Loria Financial Planners
Illinois
$600K +$5.83K +19 +1%
DWAM
3403
Duncan Williams Asset Management
Tennessee
$599K -$97.9K -319 -15%
SFG
3404
Sterling Financial Group
California
$599K -$29.1K -95 -5%
RCM
3405
Ridgepath Capital Management
Tennessee
$598K +$30.7K +100 +6%
TA
3406
TrueWealth Advisors
Alabama
$595K -$93.9K -306 -15%
CFGA
3407
Cambridge Financial Group (Arizona)
Arizona
$594K – – –
IFS
3408
Ifrah Financial Services
Arkansas
$594K -$7.36K -24 -1%
CWM
3409
Cedar Wealth Management
California
$594K -$313K -1,020 -36%
ABLA
3410
Alan B. Lancz & Associates
Ohio
$594K -$46K -150 -8%
NCM
3411
New Capital Management
Texas
$593K +$99.4K +324 +22%
WAM
3412
Wakefield Asset Management
Colorado
$593K -$1.93M -6,303 -78%
SA
3413
Sage Advisors
Colorado
$591K -$80.7K -263 -13%
CC
3414
Cornerstone Capital
California
$591K +$58.3K +190 +12%
TWG
3415
The Wealth Group
Minnesota
$589K +$7.67K +25 +1%
PI
3416
Parkside Investments
Illinois
$587K +$920 +3 +0.2%
QAM
3417
Q3 Asset Management
Michigan
$587K +$547K +1,782 New
CA
3418
Carson Advisory
Georgia
$586K -$75.5K -246 -12%
MFWP
3419
Mosaic Family Wealth Partners
Missouri
$586K -$24.2K -79 -4%
NWM
3420
Napa Wealth Management
California
$586K +$23K +75 +4%
VC
3421
Veery Capital
Delaware
$585K +$3.68K +12 +0.7%
PBO
3422
Peoples Bank (Ohio)
Ohio
$584K -$58K -189 -10%
HBWM
3423
Hollow Brook Wealth Management
New York
$584K – – –
BZWA
3424
Blue Zone Wealth Advisors
California
$584K +$543K +1,770 New
IA
3425
IMZ Advisory
Florida
$583K -$104K -339 -16%
135 136
137
138 139