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Broadcom
AVGO

Name Holding Trade Value Shares
Change 		Change in
Stake
IWP
3751
Invenio Wealth Partners
Florida
$582K -$687K -1,920 -53%
BAG
3752
Bridgewealth Advisory Group
California
$582K +$181K +506 +43%
ACM
3753
Alamar Capital Management
California
$581K – – –
TCM
3754
Thoma Capital Management
Maryland
$580K -$161K -449 -21%
NFG
3755
Nadler Financial Group
Illinois
$578K -$95.1K -266 -14%
PCM
3756
Polymer Capital Management
New York
$577K +$11.8K +33 +2%
PPA
3757
Painted Porch Advisors
California
$576K +$131K +366 +28%
DWM
3758
DeLarme Wealth Management
California
$576K +$595K +1,665 New
SHWA
3759
Safe Harbor Wealth Advisors
Ohio
$576K +$622K +1,740 New
AFAS
3760
Acorn Financial Advisory Services
Virginia
$576K +$17.9K +50 +3%
GFPC
3761
Global Financial Private Client
Florida
$575K +$19.3K +54 +3%
RI
3762
Ruggiero Investments
Florida
$575K +$594K +1,661 New
WAM
3763
Weinberger Asset Management
California
$575K +$20.7K +58 +4%
CA
3764
Carson Advisory
Georgia
$574K -$42.2K -118 -7%
AIP
3765
Arrowpoint Investment Partners
Singapore
$574K +$593K +1,659 New
DDPIC
3766
Deroy & Devereaux Private Investment Counsel
Michigan
$573K -$35.8K -100 -6%
MFPI
3767
Midwest Financial Partners Investments
Minnesota
$571K +$590K +1,649 New
SIM
3768
Seaview Investment Managers
Florida
$570K -$36.8K -103 -6%
PAG
3769
Poinciana Advisors Group
Florida
$569K -$29.3K -82 -5%
FGG
3770
Financial Guidance Group
Florida
$564K – – –
RA
3771
Ruggaard & Associates
Ohio
$564K -$3.58K -10 -0.6%
SWM
3772
Shelton Wealth Management
Texas
$563K -$12.9K -36 -2%
CGH
3773
CMG Global Holdings
Texas
$563K +$24K +67 +4%
FA
3774
FF Advisors
California
$563K -$715 -2 -0.1%
GAA
3775
Guardian Asset Advisors
Pennsylvania
$562K +$70.8K +198 +14%
149 150
151
152 153