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Broadcom
AVGO

Name Holding Trade Value Shares
Change 		Change in
Stake
LCA
3826
Legend Capital Advisors
New York
$668K +$32.1K +80 +5%
WC
3827
Westerkirk Capital
$667K – – –
PF
3828
PlanVest Financial
Maryland
$667K +$148K +370 +27%
GD
3829
Grandfield & Dodd
New York
$665K -$61.7K -154 -8%
PTB
3830
Pioneer Trust Bank
Oregon
$664K -$68.6K -171 -9%
AWA
3831
Argos Wealth Advisors
California
$664K +$153K +381 +28%
PIA
3832
Panoramic Investment Advisors
Colorado
$663K -$20K -50 -3%
TWP
3833
Tower Wealth Partners
Pennsylvania
$661K +$38.9K +97 +6%
CCP
3834
Cushing Capital Partners
Wisconsin
$661K +$30.5K +76 +5%
MCA
3835
Martin Capital Advisors
Texas
$659K +$121K +301 +21%
SLP
3836
Storen Legacy Partners
Indiana
$659K +$44.1K +110 +7%
AWM
3837
Austin Wealth Management
Texas
$659K -$10.8K -27 -1%
PWM
3838
Power Wealth Management
Georgia
$656K +$16K +40 +2%
RDFA
3839
Ritter Daniher Financial Advisory
Ohio
$655K – – –
CFA
3840
Capstone Financial Advisors
Illinois
$655K +$122K +304 +21%
RFG
3841
REAP Financial Group
Texas
$654K +$1.2K +3 +0.2%
FCIM
3842
Fairview Capital Investment Management
California
$654K +$246K +613 +55%
TWM
3843
Triton Wealth Management
Arizona
$653K +$11.6K +29 +2%
DI
3844
Disciplined Investors
Texas
$653K -$131K -327 -16%
PMG
3845
ProVise Management Group
Florida
$653K +$62.5K +156 +10%
CIC
3846
Cutler Investment Counsel
Oregon
$651K -$30.1K -75 -4%
NIM
3847
Nicollet Investment Management
Minnesota
$650K – – –
TLA
3848
Tanglewood Legacy Advisors
Texas
$649K +$48.9K +122 +8%
WWM
3849
Walser Wealth Management
Florida
$649K -$123K -308 -15%
HNWA
3850
Henrickson Nauta Wealth Advisors
Michigan
$649K +$180K +449 +35%
152 153
154
155 156