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Broadcom
AVGO

Name Holding Trade Value Shares
Change 		Change in
Stake
I2I
3501
Insight 2811 Inc
Illinois
$525K -$64.4K -210 -12%
FA
3502
Financial Advisors
Massachusetts
$525K – – –
ECA
3503
Elevate Capital Advisors
Colorado
$522K +$78.8K +257 +19%
TWP
3504
Tower Wealth Partners
Pennsylvania
$521K -$121K -394 -20%
CCA
3505
Cora Capital Advisors
New Jersey
$520K +$199K +648 +70%
SA
3506
Stewardship Advisors
Pennsylvania
$519K -$34.7K -113 -7%
FNBSF
3507
First National Bank Sioux Falls
South Dakota
$519K – – –
HWA
3508
HMV Wealth Advisors
Louisiana
$519K – – –
BSAM
3509
Blue Square Asset Management
New York
$519K – – –
PF
3510
Parker Financial
Washington
$518K -$10.4K -34 -2%
LPAM
3511
Lodestar Private Asset Management
California
$517K +$33.1K +108 +7%
PFM
3512
Potomac Fund Management
Florida
$517K +$481K +1,568 New
UIM
3513
Unified Investment Management
Georgia
$517K -$78.2K -255 -14%
OCFG
3514
O'Connor Financial Group
Illinois
$515K +$14.1K +46 +3%
BWCS
3515
Beirne Wealth Consulting Services
Connecticut
$515K +$478K +1,559 New
LIA
3516
LifePlan Investment Advisors
North Carolina
$513K +$22.1K +72 +5%
PWP
3517
Prasad Wealth Partners
Ohio
$513K -$920 -3 -0.2%
SWM
3518
Stockman Wealth Management
Montana
$511K -$8.28K -27 -2%
PW
3519
Pandora Wealth
Illinois
$510K -$122K -397 -20%
FA
3520
Fermata Advisors
California
$509K -$306K -999 -39%
FA
3521
FSA Advisors
Michigan
$508K +$77.9K +254 +20%
MAM
3522
Mainsail Asset Management
Alabama
$507K +$472K +1,537 New
IG
3523
IFS Group
Pennsylvania
$507K +$467K +1,521 New
SAM
3524
S.A. Mason
Michigan
$507K – – –
EWA
3525
Evolution Wealth Advisors
Florida
$505K -$4.6K -15 -1%
139 140
141
142 143