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Broadcom
AVGO

Name Holding Trade Value Shares
Change 		Change in
Stake
TWP
3776
Tower Wealth Partners
Pennsylvania
$562K +$16.1K +45 +3%
MAM
3777
MMA Asset Management
Pennsylvania
$561K +$305K +853 +111%
PHAM
3778
Palisades Hudson Asset Management
Florida
$561K +$45.1K +126 +8%
MTC
3779
McDaniel Terry & Co
Texas
$560K -$907K -2,537 -61%
LWP
3780
LMG Wealth Partners
Louisiana
$560K +$92.6K +259 +19%
SWM
3781
Shrier Wealth Management
California
$558K +$576K +1,611 New
CA
3782
Chatterton & Associates
California
$557K +$575K +1,609 New
HBS
3783
Howard Bailey Securities
Indiana
$554K +$4.29K +12 +0.8%
TWM
3784
Topsail Wealth Management
North Carolina
$554K +$2.86K +8 +0.5%
W
3785
WorthPointe
California
$552K +$283K +790 +98%
WWMP
3786
Wagner Wealth Management (Pennsylvania)
Pennsylvania
$551K +$569K +1,592 New
TA
3787
TrueWealth Advisors
Alabama
$551K -$76.2K -213 -12%
I2I
3788
Insight 2811 Inc
Illinois
$550K – – –
SWM
3789
SFG Wealth Management
Maryland
$549K +$222K +622 +64%
MCA
3790
McGuire Capital Advisors
Oklahoma
$548K +$566K +1,584 New
CIA
3791
Cape Investment Advisory
Georgia
$548K +$443K +1,238 +360%
CA
3792
Clune & Associates
Illinois
$547K +$40.4K +113 +8%
FGC
3793
First Growth Capital
Maryland
$546K +$570K +1,594 New
PWP
3794
Prasad Wealth Partners
Ohio
$545K +$7.51K +21 +1%
FNBSF
3795
First National Bank Sioux Falls
South Dakota
$545K – – –
HWA
3796
HMV Wealth Advisors
Louisiana
$545K – – –
SWG
3797
Summit Wealth Group
Vermont
$545K +$106K +296 +23%
DWAM
3798
Duncan Williams Asset Management
Tennessee
$544K -$18.2K -51 -3%
VEA
3799
Virtus ETF Advisers
New York
$543K +$175K +488 +45%
UIM
3800
Unified Investment Management
Georgia
$542K – – –
150 151
152
153 154