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Broadcom
AVGO

Name Holding Trade Value Shares
Change 		Change in
Stake
CWL
3801
Causey Wealth LLC
Colorado
$514K +$99K +301 +22%
ACM
3802
Ashford Capital Management
Delaware
$514K -$309K -940 -36%
HWM
3803
HBE Wealth Management
Nebraska
$513K +$351K +1,067 +180%
SC
3804
Searle & Co
Connecticut
$512K +$65.8K +200 +14%
TWP
3805
Tower Wealth Partners
Pennsylvania
$512K +$10.2K +31 +2%
NA
3806
Nautilus Advisors
California
$512K -$21.1K -64 -4%
MFPI
3807
Midwest Financial Partners Investments
Minnesota
$510K – – –
RWC
3808
Rare Wolf Capital
Washington
$510K +$42.4K +129 +8%
PAG
3809
Poinciana Advisors Group
Florida
$509K – – –
SLP
3810
Storen Legacy Partners
Indiana
$506K -$110K -333 -17%
RI
3811
Ruggiero Investments
Florida
$505K -$9.21K -28 -2%
AEPWM
3812
Atlantic Edge Private Wealth Management
Florida
$505K +$252K +765 +88%
FGG
3813
Financial Guidance Group
Florida
$505K – – –
PHAM
3814
Palisades Hudson Asset Management
Florida
$504K +$2.63K +8 +0.5%
CL
3815
CPWA LLC
Oregon
$504K +$387K +1,176 New
OCFG
3816
O'Connor Financial Group
Illinois
$504K +$5.26K +16 +1%
TWM
3817
Topsail Wealth Management
North Carolina
$503K +$7.9K +24 +1%
BWP
3818
Burling Wealth Partners
Illinois
$501K -$62.8K -191 -11%
LWP
3819
LMG Wealth Partners
Louisiana
$501K – – –
PCA
3820
Private Capital Advisors
Connecticut
$501K +$532K +1,618 New
BCM
3821
Bienville Capital Management
New York
$500K -$182K -554 -26%
WLIM
3822
White Lighthouse Investment Management
Massachusetts
$500K -$29.3K -89 -5%
WAM
3823
Wallington Asset Management
Indiana
$499K -$650K -1,975 -55%
PCM
3824
Pointe Capital Management
Michigan
$499K +$530K +1,612 New
HI
3825
Harrington Investments
California
$498K -$34.5K -105 -6%
151 152
153
154 155