AVGO icon

Broadcom
AVGO

Name Holding Trade Value Shares
Change 		Change in
Stake
PFM
3626
Potomac Fund Management
Florida
$686K +$148K +414 +26%
FIC
3627
Family Investment Center
Missouri
$685K +$220K +616 +45%
WWM
3628
Walser Wealth Management
Florida
$683K +$706K +1,974 New
ORC
3629
O'Rourke & Company
Massachusetts
$683K -$7.87K -22 -1%
AW
3630
Avion Wealth
Texas
$682K -$70.1K -196 -9%
CFO
3631
Custos Family Office
Texas
$682K -$12.9K -36 -2%
WA
3632
WBH Advisory
Maryland
$682K -$63.3K -177 -8%
SLP
3633
Storen Legacy Partners
Indiana
$681K +$703K +1,967 New
AWA
3634
A4 Wealth Advisors
North Carolina
$680K -$510K -1,427 -42%
HIA
3635
Harvest Investment Advisors
Florida
$680K -$85.8K -240 -11%
FA
3636
Fullerton Advisors
California
$680K +$702K +1,964 New
OBWA
3637
Oak Barrel Wealth Advisory
Virginia
$679K +$702K +1,962 New
MWA
3638
Martel Wealth Advisors
Washington
$678K – – –
VPWA
3639
Vestia Personal Wealth Advisors
Indiana
$677K +$15.4K +43 +2%
GCM
3640
Gables Capital Management
Florida
$677K – – –
BFS
3641
Boyer Financial Services
California
$676K +$696K +1,946 New
HFS
3642
Hoge Financial Services
Pennsylvania
$671K +$39.7K +111 +6%
MFS
3643
McNamara Financial Services
Massachusetts
$671K -$147K -410 -17%
FFA
3644
Fairfield Financial Advisors
Massachusetts
$670K +$345K +966 +99%
AWP
3645
Astra Wealth Partners
New Jersey
$670K -$31.8K -89 -4%
GD
3646
Grandfield & Dodd
New York
$670K +$16.8K +47 +2%
LWM
3647
Lodestone Wealth Management
Washington
$670K +$240K +671 +53%
SWIM
3648
Smallwood Wealth Investment Management
New Jersey
$670K +$3.93K +11 +0.6%
PA
3649
PharVision Advisers
Florida
$669K +$691K +1,932 New
HPIA
3650
Hamilton Point Investment Advisors
North Carolina
$668K -$8.58K -24 -1%
144 145
146
147 148