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Broadcom
AVGO

Name Holding Trade Value Shares
Change 		Change in
Stake
SC
3601
Solstein Capital
California
$188K – – –
EWP
3602
Elevation Wealth Partners
California
$183K – – –
TF
3603
Tompkins Financial
New York
$180K +$15.4K +73 +7%
UIA
3604
Ulland Investment Advisors
Minnesota
$177K – – –
CWM
3605
Crowley Wealth Management
Delaware
$176K +$65.6K +310 +42%
CFP
3606
Comprehensive Financial Planning
Pennsylvania
$175K -$478K -2,258 -68%
FIM
3607
FWL Investment Management
Texas
$174K +$78.3K +370 +55%
DF
3608
Dunhill Financial
United Kingdom
$174K -$30.5K -144 -12%
T
3609
Tidemark
California
$173K -$1.91K -9 -0.9%
TTIC
3610
Tower Trust & Investment Company
Iowa
$167K +$184K +870 New
PCC
3611
Park Circle Company
Maryland
$167K – – –
SWP
3612
SIMA Wealth Partners
Virginia
$167K – – –
SFA
3613
Semmax Financial Advisors
North Carolina
$167K +$5.5K +26 +3%
EF
3614
Elite Financial
Idaho
$167K +$635 +3 +0.3%
HFS
3615
Hughes Financial Services
Virginia
$158K +$198K +936 New
T2I
3616
Turim 21 Investimentos
Brazil
$157K – – –
WAS
3617
Winch Advisory Services
Wisconsin
$157K +$73.7K +348 +59%
TWD
3618
True Wealth Design
Ohio
$154K +$44.4K +210 +29%
CCAM
3619
Cascades Capital Asset Management
North Carolina
$153K -$75.3K -356 -28%
TLA
3620
Tanglewood Legacy Advisors
Texas
$151K – – –
MCA
3621
Midwest Capital Advisors
Michigan
$151K – – –
KFP
3622
Keener Financial Planning
Texas
$149K +$48.7K +230 +35%
DKCM
3623
Davidson Kahn Capital Management
California
$149K +$21.2K +100 +13%
Q1WB
3624
Quest 10 Wealth Builders
Virginia
$149K +$11.6K +55 +7%
OWP
3625
ORG Wealth Partners
Texas
$148K +$172K +812 +1,212%
143 144
145
146 147