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Broadcom
AVGO

Name Holding Trade Value Shares
Change 		Change in
Stake
BCB
3501
Brian C. Broderick
$783K +$809K +2,261 New
V
3502
ViaWealth
Kansas
$782K -$116K -325 -13%
SWP
3503
Stone Wealth Partners
Louisiana
$779K +$805K +2,252 New
BHFP
3504
Blom & Howell Financial Planning
California
$779K +$805K +2,251 New
WCM
3505
WealthTrak Capital Management
Virginia
$778K +$66.5K +186 +9%
SA
3506
Sacks & Associates
New Jersey
$778K +$804K +2,247 New
VIA
3507
Victrix Investment Advisors
Florida
$777K -$32.2K -90 -4%
PHWM
3508
Palatine Hill Wealth Management
Michigan
$776K +$802K +2,243 New
ONSWM
3509
Old North State Wealth Management
North Carolina
$775K +$1.43K +4 +0.2%
GF
3510
GGM Financials
Ohio
$774K -$29K -81 -3%
FWM
3511
FMB Wealth Management
California
$774K +$10.7K +30 +1%
CFO
3512
Collective Family Office
Pennsylvania
$774K +$125K +349 +18%
GHI
3513
Gross & Hartman Investments
Pennsylvania
$773K +$799K +2,234 New
BCM
3514
Bourgeon Capital Management
Connecticut
$773K +$47.2K +132 +6%
FTC
3515
Farmers Trust Company
Ohio
$772K +$64.4K +180 +9%
RWM
3516
Reston Wealth Management
Virginia
$771K +$299K +835 +60%
WTA
3517
Washington Trust Advisors
Massachusetts
$771K -$49K -137 -6%
TCM
3518
Tuttle Capital Management
Connecticut
$771K -$47.9K -134 -6%
CWA
3519
CogentBlue Wealth Advisors
Tennessee
$770K +$136K +381 +21%
SHFC
3520
Safe Harbor Family Capital
North Carolina
$770K +$795K +2,224 New
WS
3521
Wilian Securities
Minnesota
$768K +$794K +2,219 New
SWM
3522
Stronghold Wealth Management
Florida
$767K +$793K +2,217 New
WJA
3523
Willis Johnson & Associates
Texas
$767K +$5.36K +15 +0.7%
MFS
3524
Madrona Financial Services
Washington
$767K +$27.9K +78 +4%
CAM
3525
Costello Asset Management
Pennsylvania
$765K -$65.1K -182 -8%
139 140
141
142 143