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Broadcom
AVGO

Name Holding Trade Value Shares
Change 		Change in
Stake
SC
3651
Seldon Capital
California
$665K – – –
BW
3652
Bravera Wealth
North Dakota
$665K +$687K +1,920 New
TCM
3653
Traub Capital Management
Massachusetts
$663K -$27.5K -77 -4%
SA
3654
Stewardship Advisors
Pennsylvania
$662K +$122K +340 +22%
PGFG
3655
Pine Grove Financial Group
Minnesota
$662K +$684K +1,912 New
BA
3656
Bluesphere Advisors
Pennsylvania
$661K +$55.4K +155 +9%
IFU
3657
iSAM Funds (UK)
United Kingdom
$661K +$683K +1,909 New
FPN
3658
Financial Planning Navigators
Minnesota
$660K +$682K +1,908 New
DI
3659
Disciplined Investors
Texas
$660K +$69.4K +194 +11%
RWA
3660
Roberts Wealth Advisors
California
$660K -$3.22K -9 -0.5%
BRWM
3661
Blue Rock Wealth Management
North Carolina
$659K +$1.79K +5 +0.3%
UFA
3662
Uptown Financial Advisors
Texas
$659K – – –
BWS
3663
Buck Wealth Strategies
Colorado
$658K +$196K +548 +41%
KLI
3664
Kelman-Lazarov Inc
Tennessee
$658K +$378K +1,056 +125%
WAN
3665
Wealth Advisors Northwest
Oregon
$656K +$389K +1,087 +135%
HA
3666
Helium Advisors
Washington
$655K +$190K +530 +39%
MLFP
3667
MPS Loria Financial Planners
Illinois
$654K +$25.7K +72 +4%
SFB
3668
STAR Financial Bank
Indiana
$654K -$921K -2,576 -58%
BWM
3669
BCGM Wealth Management
Indiana
$654K +$1.07K +3 +0.2%
FFG
3670
Frisch Financial Group
New York
$654K +$358 +1 +0.1%
MC
3671
Marest Capital
California
$653K +$1.43K +4 +0.2%
CWM
3672
Collaborative Wealth Management
Florida
$653K +$675K +1,888 New
PTB
3673
Pioneer Trust Bank
Oregon
$653K -$34K -95 -5%
EFL
3674
ERn Financial LLC
Wisconsin
$653K -$31.1K -87 -4%
PBO
3675
Peoples Bank (Ohio)
Ohio
$653K +$41.5K +116 +7%
145 146
147
148 149