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Broadcom
AVGO

Name Holding Trade Value Shares
Change 		Change in
Stake
IWA
3876
Inspirion Wealth Advisors
Illinois
$302K +$242K +788 +82%
JTF
3877
J. Team Financial
Texas
$302K +$281K +916 New
MCA
3878
Midwest Capital Advisors
Michigan
$302K +$4.6K +15 +2%
MLRA
3879
Main Line Retirement Advisors
Montana
$301K – – –
BAS
3880
Brueske Advisory Services
Washington
$301K +$49.4K +161 +21%
MPW
3881
MGO Private Wealth
California
$301K +$36.5K +119 +15%
TPWM
3882
Twelve Points Wealth Management
Massachusetts
$300K – – –
PPWM
3883
Perissos Private Wealth Management
Oklahoma
$300K +$307 +1 +0.1%
PA
3884
Prossimo Advisors
California
$299K -$716K -2,335 -72%
DSCM
3885
Del-Sette Capital Management
New York
$299K -$31.6K -103 -10%
DCM
3886
Davis Capital Management
Florida
$299K +$278K +907 New
SAS
3887
SMI Advisory Services
Indiana
$299K – – –
CB
3888
Chris Bulman
California
$298K +$51.5K +168 +23%
PFC
3889
Phocas Financial Corp
California
$297K – – –
CWA
3890
Cura Wealth Advisors
Illinois
$296K +$275K +897 New
MF
3891
Meridian Financial
Massachusetts
$294K -$15.3K -50 -5%
AWA
3892
Arbor Wealth Advisors
Michigan
$294K – – –
JWM
3893
Jessup Wealth Management
Ohio
$291K – – –
TFA
3894
TPG Financial Advisors
Oregon
$290K -$920 -3 -0.3%
PCMF
3895
Private Capital Management (Florida)
Florida
$290K -$7.36K -24 -3%
EF
3896
Elite Financial
Idaho
$288K +$307 +1 +0.1%
AWA
3897
Adapt Wealth Advisors
Georgia
$288K +$268K +872 New
PWM
3898
Palumbo Wealth Management
New York
$287K +$113K +368 +18%
IWS
3899
Integrity Wealth Solutions
Colorado
$287K -$391K -1,276 -59%
PPWM
3900
PFG Private Wealth Management
Florida
$287K +$267K +870 New
154 155
156
157 158