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Broadcom
AVGO

Name Holding Trade Value Shares
Change 		Change in
Stake
SFB
3426
STAR Financial Bank
Indiana
$315K +$2.77K +15 +1%
BBW
3427
Blue Barn Wealth
Utah
$313K +$250K +1,352 New
BAG
3428
Bridgewealth Advisory Group
California
$313K +$246K +1,328 New
BFO
3429
Boston Family Office
Massachusetts
$313K – – –
DCM
3430
Dimension Capital Management
Florida
$313K +$250K +1,350 New
WWA
3431
Wingate Wealth Advisors
Massachusetts
$313K +$250K +1,350 New
OCFG
3432
O'Connor Financial Group
Illinois
$312K -$5.92K -32 -2%
WAN
3433
Wealth Advisors Northwest
Oregon
$311K +$248K +1,342 New
UFA
3434
Uptown Financial Advisors
Texas
$311K +$248K +1,341 New
AZ
3435
Alpha Zero
Florida
$311K +$248K +1,340 New
WDA
3436
Wendell David Associates
New Hampshire
$310K – – –
DIP
3437
Davis Investment Partners
North Carolina
$309K +$255K +1,379 New
TWM
3438
Topsail Wealth Management
North Carolina
$309K +$247K +1,334 New
FGWP
3439
Founders Grove Wealth Partners
Virginia
$309K +$246K +1,332 New
WWM
3440
Whalen Wealth Management
Nevada
$308K -$823K -4,451 -77%
FCCM
3441
First City Capital Management
Georgia
$307K -$925 -5 -0.4%
UBG
3442
United Bank (Georgia)
Georgia
$307K +$245K +1,325 New
GBWM
3443
Granite Bay Wealth Management
New Hampshire
$307K -$4.44K -24 -2%
ECA
3444
Elevate Capital Advisors
Colorado
$306K +$244K +1,320 New
SFS
3445
Sharp Financial Services
Pennsylvania
$306K – – –
TW
3446
Towerpoint Wealth
California
$306K +$185 +1 +0.1%
VBA
3447
von Borstel & Associates
Oregon
$306K +$12.9K +70 +6%
PWP
3448
Prasad Wealth Partners
Ohio
$306K +$244K +1,318 New
PFM
3449
Phillips Financial Management
Indiana
$306K -$35.9K -194 -13%
BWIA
3450
Bryant Woods Investment Advisors
New York
$305K +$8.32K +45 +4%
136 137
138
139 140