AVGO icon

Broadcom
AVGO

Name Holding Trade Value Shares
Change 		Change in
Stake
VAF
3576
Values Added Financial
District of Columbia
$738K +$29K +81 +4%
CWA
3577
Cura Wealth Advisors
Illinois
$736K +$439K +1,228 +137%
CFP
3578
Comprehensive Financial Planning
Pennsylvania
$735K +$145K +405 +24%
FC
3579
Fulcrum Capital
Washington
$735K -$90.5K -253 -11%
IFA
3580
Independence Financial Advisors
New Hampshire
$734K -$358 -1 -0%
RG
3581
RHL Group
Michigan
$734K +$758K +2,120 New
BIA
3582
Bell Investment Advisors
California
$733K +$171K +479 +29%
TFM
3583
TFC Financial Management
Massachusetts
$732K -$57.2K -160 -7%
MFWP
3584
Mosaic Family Wealth Partners
Missouri
$732K +$117K +328 +18%
PEWA
3585
Pacific Excel Wealth Advisors
California
$731K +$757K +2,118 New
AZ
3586
Alpha Zero
Florida
$731K +$2.15K +6 +0.3%
ITB
3587
Idaho Trust Bank
Idaho
$730K +$21.8K +61 +3%
TH
3588
TCTC Holdings
Texas
$729K – – –
PCP
3589
Panoramic Capital Partners
Oregon
$728K +$26.5K +74 +4%
LOAMU
3590
Lombard Odier Asset Management (USA)
New York
$726K +$750K +2,097 New
SA
3591
Scarborough Advisors
Maryland
$725K -$16.1K -45 -2%
WPWM
3592
Western Pacific Wealth Management
Illinois
$723K -$358 -1 -0%
CG
3593
Cynosure Group
Utah
$723K -$69.7K -195 -9%
PWS
3594
Proactive Wealth Strategies
Georgia
$722K +$1.07K +3 +0.1%
DWA
3595
Delap Wealth Advisory
Oregon
$719K +$743K +2,078 New
DI
3596
Diligent Investors
California
$719K +$118K +331 +19%
TCM
3597
TruNorth Capital Management
Michigan
$717K +$511K +1,428 +221%
PPW
3598
Pasadena Private Wealth
California
$713K -$5.36K -15 -0.7%
VI
3599
VanderPol Investments
Michigan
$713K +$1.79K +5 +0.2%
KA
3600
Kercheville Advisors
Texas
$713K +$66.9K +187 +9%
142 143
144
145 146