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Broadcom
AVGO

Name Holding Trade Value Shares
Change 		Change in
Stake
DIM
3726
DLK Investment Management
California
$379K -$200K -651 -36%
SHA
3727
Seneca House Advisors
Virginia
$378K +$68.4K +223 +24%
OFG
3728
Opulen Financial Group
Virginia
$378K +$88.7K +289 +34%
GPWA
3729
Great Point Wealth Advisors
Massachusetts
$378K +$351K +1,145 New
OWM
3730
OneAscent Wealth Management
Alabama
$377K +$350K +1,142 New
VRM
3731
Vectors Research Management
New York
$376K +$3.07K +10 +0.9%
DFS
3732
Dixon Fnancial Services
California
$376K +$350K +1,140 New
OC
3733
Optima Capital
Oregon
$376K -$17.8K -58 -5%
BPWM
3734
BCS Private Wealth Management
New Jersey
$376K +$38.3K +125 +12%
VFP
3735
Verus Financial Partners
Virginia
$375K – – –
TI
3736
tru Independence
Oregon
$375K +$43K +140 +14%
GIP
3737
Greatmark Investment Partners
Georgia
$374K +$1.53K +5 +0.4%
BWG
3738
Beta Wealth Group
California
$374K -$1.23K -4 -0.4%
FB
3739
First Bancorp
Maine
$373K – – –
SCA
3740
STALEY CAPITAL ADVISERS
Pennsylvania
$373K – – –
FSWA
3741
Financial Synergies Wealth Advisors
Texas
$372K -$40.8K -133 -11%
LWA
3742
LifeGoal Wealth Advisors
New York
$371K -$3.68K -12 -1%
IDA
3743
Intelligence Driven Advisers
California
$371K +$66K +215 +24%
GCM
3744
G2 Capital Management
Ohio
$370K +$344K +1,122 New
MAA
3745
Matrix Asset Advisors
New York
$369K +$8.28K +27 +2%
CW
3746
Cooksen Wealth
Texas
$369K +$172K +562 +101%
SIS
3747
Strategic Investment Solutions
Illinois
$369K +$335K +1,092 +4,368%
SP
3748
Successful Portfolios
Florida
$368K +$79.5K +259 +30%
PWP
3749
Parkwoods Wealth Partners
New York
$367K +$14.7K +48 +5%
BHB
3750
Bank Hapoalim BM
Israel
$367K +$49.1K +160 +17%
148 149
150
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