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Broadcom
AVGO

Name Holding Trade Value Shares
Change 		Change in
Stake
BW
3726
Bravera Wealth
North Dakota
$724K -$70.2K -175 -8%
BRWM
3727
Blue Rock Wealth Management
North Carolina
$723K – – –
KA
3728
Kercheville Advisors
Texas
$723K -$30.1K -75 -4%
RI
3729
Ruggiero Investments
Florida
$723K +$113K +281 +17%
BZWA
3730
Blue Zone Wealth Advisors
California
$723K +$12K +30 +2%
WC
3731
Wexford Capital
Florida
$723K +$400K +998 +109%
BM
3732
Berman McAleer
Maryland
$723K +$69K +172 +10%
CPW
3733
Crestmont Private Wealth
Texas
$721K -$148K -369 -16%
AU
3734
AlphaGrep UK
$720K -$1.37M -3,415 -64%
SA
3735
Scarborough Advisors
Maryland
$720K -$19.2K -48 -2%
ACM
3736
Andina Capital Management
Utah
$720K +$764K +1,905 New
UFA
3737
Uptown Financial Advisors
Texas
$720K – – –
CA
3738
Carson Advisory
Georgia
$719K -$26.1K -65 -3%
VC
3739
Veery Capital
Delaware
$718K +$10.8K +27 +1%
AFC
3740
Ares Financial Consulting
California
$717K – – –
BEC
3741
Blue Edge Capital
Virginia
$716K -$8.02K -20 -1%
TCM
3742
TruNorth Capital Management
Michigan
$716K – – –
PBO
3743
Peoples Bank (Ohio)
Ohio
$715K +$175K +437 +30%
CBT
3744
Crews Bank & Trust
Florida
$714K +$20K +50 +3%
AFA
3745
Antonelli Financial Advisors
Michigan
$714K +$758K +1,891 New
MCM
3746
Marathon Capital Management
Maryland
$714K +$204K +509 +37%
BWM
3747
Birchcreek Wealth Management
Ohio
$712K -$28.1K -70 -4%
AA
3748
Aufman Associates
Pennsylvania
$712K +$401 +1 +0.1%
WWMP
3749
Wagner Wealth Management (Pennsylvania)
Pennsylvania
$711K +$44.1K +110 +6%
GFP
3750
Guardian Financial Partners
California
$707K -$16.8K -42 -2%
148 149
150
151 152