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Broadcom
AVGO

Name Holding Trade Value Shares
Change 		Change in
Stake
LCA
3801
Legend Capital Advisors
New York
$523K +$48.7K +148 +10%
WAS
3802
Winch Advisory Services
Wisconsin
$521K +$64.2K +195 +13%
ACM
3803
Alamar Capital Management
California
$520K – – –
TWM
3804
Triton Wealth Management
Arizona
$520K -$3.29K -10 -0.6%
OPWM
3805
Oakwell Private Wealth Management
Texas
$520K -$393K -1,193 -42%
TA
3806
TrueWealth Advisors
Alabama
$519K +$28.3K +86 +5%
IFS
3807
Ifrah Financial Services
Arkansas
$519K -$16.8K -51 -3%
RWA
3808
Roberts Wealth Advisors
California
$518K -$76.7K -233 -12%
CCP
3809
Cushing Capital Partners
Wisconsin
$518K +$551K +1,673 New
P
3810
Palladiem
Pennsylvania
$518K -$15.8K -48 -3%
PI
3811
Pachira Investments
California
$516K +$192K +584 +54%
HIA
3812
Harvest Investment Advisors
Florida
$515K -$98.7K -300 -15%
FWM
3813
Fonville Wealth Management
Virginia
$515K -$31.9K -97 -6%
CWL
3814
Causey Wealth LLC
Colorado
$514K +$99K +301 +22%
ACM
3815
Ashford Capital Management
Delaware
$514K -$309K -940 -36%
HWM
3816
HBE Wealth Management
Nebraska
$513K +$351K +1,067 +180%
SC
3817
Searle & Co
Connecticut
$512K +$65.8K +200 +14%
TWP
3818
Tower Wealth Partners
Pennsylvania
$512K +$10.2K +31 +2%
NA
3819
Nautilus Advisors
California
$512K -$21.1K -64 -4%
MFPI
3820
Midwest Financial Partners Investments
Minnesota
$510K – – –
RWC
3821
Rare Wolf Capital
Washington
$510K +$42.4K +129 +8%
PAG
3822
Poinciana Advisors Group
Florida
$509K – – –
SLP
3823
Storen Legacy Partners
Indiana
$506K -$110K -333 -17%
RI
3824
Ruggiero Investments
Florida
$505K -$9.21K -28 -2%
AEPWM
3825
Atlantic Edge Private Wealth Management
Florida
$505K +$252K +765 +88%
151 152
153
154 155