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Broadcom
AVGO

Name Holding Trade Value Shares
Change 		Change in
Stake
WW
3426
Waterfront Wealth
Kansas
$315K +$4.99K +27 +2%
SP
3427
Symmetry Partners
Connecticut
$315K +$251K +1,357 New
SFB
3428
STAR Financial Bank
Indiana
$315K +$2.77K +15 +1%
BBW
3429
Blue Barn Wealth
Utah
$313K +$250K +1,352 New
BAG
3430
Bridgewealth Advisory Group
California
$313K +$246K +1,328 New
BFO
3431
Boston Family Office
Massachusetts
$313K – – –
DCM
3432
Dimension Capital Management
Florida
$313K +$250K +1,350 New
WWA
3433
Wingate Wealth Advisors
Massachusetts
$313K +$250K +1,350 New
OCFG
3434
O'Connor Financial Group
Illinois
$312K -$5.92K -32 -2%
WAN
3435
Wealth Advisors Northwest
Oregon
$311K +$248K +1,342 New
UFA
3436
Uptown Financial Advisors
Texas
$311K +$248K +1,341 New
AZ
3437
Alpha Zero
Florida
$311K +$248K +1,340 New
WDA
3438
Wendell David Associates
New Hampshire
$310K – – –
DIP
3439
Davis Investment Partners
North Carolina
$309K +$255K +1,379 New
TWM
3440
Topsail Wealth Management
North Carolina
$309K +$247K +1,334 New
FGWP
3441
Founders Grove Wealth Partners
Virginia
$309K +$246K +1,332 New
WWM
3442
Whalen Wealth Management
Nevada
$308K -$823K -4,451 -77%
FCCM
3443
First City Capital Management
Georgia
$307K -$925 -5 -0.4%
UBG
3444
United Bank (Georgia)
Georgia
$307K +$245K +1,325 New
GBWM
3445
Granite Bay Wealth Management
New Hampshire
$307K -$4.44K -24 -2%
ECA
3446
Elevate Capital Advisors
Colorado
$306K +$244K +1,320 New
SFS
3447
Sharp Financial Services
Pennsylvania
$306K – – –
TW
3448
Towerpoint Wealth
California
$306K +$185 +1 +0.1%
VBA
3449
von Borstel & Associates
Oregon
$306K +$12.9K +70 +6%
PWP
3450
Prasad Wealth Partners
Ohio
$306K +$244K +1,318 New
136 137
138
139 140