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Broadcom
AVGO

Name Holding Trade Value Shares
Change 		Change in
Stake
BBPWM
3901
Blue Bell Private Wealth Management
Pennsylvania
$194K +$19.5K +90 +15%
BHWM
3902
Bay Harbor Wealth Management
Maryland
$193K +$5.65K +26 +4%
RP
3903
Rowlandmiller & Partners
Georgia
$189K – – –
CIR
3904
Clear Investment Research
Georgia
$188K – – –
KHC
3905
Koesten Hirschmann & Crabtree
Kansas
$187K +$8.69K +40 +6%
RF
3906
Roxbury Financial
New Jersey
$187K +$434 +2 +0.3%
VWA
3907
Valued Wealth Advisors
Utah
$186K +$5.86K +27 +4%
HWP
3908
Highline Wealth Partners
California
$186K +$72.3K +333 +98%
DWS
3909
Dynamic Wealth Strategies
California
$185K +$48.4K +223 +50%
PP
3910
PrairieView Partners
Minnesota
$183K -$16.1K -74 -10%
1L
3911
10Elms LLP
Oklahoma
$179K – – –
MEG
3912
Millstone Evans Group
Colorado
$178K – – –
SCA
3913
Stuart Chaussee & Associates
California
$176K +$36.9K +170 +36%
WC
3914
Wexford Capital
Florida
$175K -$135K -620 -49%
RTL
3915
Red Tortoise LLC
Georgia
$175K +$13K +60 +10%
GCM
3916
Gibraltar Capital Management
Oklahoma
$173K +$3.03M +13,974 New
CWM
3917
Copia Wealth Management
Oregon
$170K -$18.2K -84 -12%
GCM
3918
Gladstone Capital Management
United Kingdom
$168K – – –
CMP
3919
Coston McIsaac & Partners
Maine
$167K +$217 +1 +0.2%
EPIMS
3920
Evelyn Partners Investment Management Services
$162K +$6.08K +28 +5%
NEWAS
3921
N.E.W. Advisory Services
Wisconsin
$158K -$9.99K -46 -7%
RWS
3922
Retirement Wealth Solutions
Wisconsin
$158K – – –
CW
3923
Cooksen Wealth
Texas
$154K +$121K +557 New
LFASL
3924
Lugano Financial Advisors SA (LFA)
Switzerland
$153K +$54.5K +251 +82%
FFA
3925
Frazier Financial Advisors
Ohio
$152K +$19.3K +89 +19%
155 156
157
158 159