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Broadcom
AVGO

Name Holding Trade Value Shares
Change 		Change in
Stake
JFG
3951
JDM Financial Group
Texas
$110K +$15.2K +70 +21%
WOSD
3952
WFA of San Diego
California
$101K +$79.5K +366 New
CHP
3953
Castle Hook Partners
New York
$101K +$79.3K +365 New
HFS
3954
Hopwood Financial Services
Virginia
$95.9K – – –
WFA
3955
West Financial Advisors
Iowa
$95.1K – – –
FNWA
3956
Financial Network Wealth Advisors
Utah
$94.3K +$2.82K +13 +4%
CCMI
3957
Creative Capital Management Investments
California
$93.7K -$47.8K -220 -39%
STB
3958
S&T Bank
Pennsylvania
$92.3K +$15K +69 +26%
RCM
3959
Richardson Capital Management
Wisconsin
$89.6K -$68.6K -316 -49%
HIW
3960
Holos Integrated Wealth
Pennsylvania
$88.4K -$34.7K -160 -36%
DAM
3961
Delta Asset Management
Tennessee
$88.2K – – –
HWM
3962
HighMark Wealth Management
Minnesota
$86.2K +$45.8K +211 +207%
BL
3963
BFSG LLC
California
$85.5K -$32.6K -150 -33%
HHGA
3964
Halbert Hargrove Global Advisors
California
$85.3K -$14.5K -67 -18%
TC
3965
Trust Company
Kansas
$82.7K – – –
RQS
3966
Ramsey Quantitative Systems
Kentucky
$82.7K +$65.1K +300 New
PWM
3967
Parkworth Wealth Management
California
$82K +$14.1K +65 +28%
GWP
3968
Gen-Wealth Partners
Michigan
$81.9K -$9.34K -43 -13%
FW
3969
Fairway Wealth
Ohio
$81K – – –
CFG
3970
CKW Financial Group
Hawaii
$79K – – –
IWM
3971
IMG Wealth Management
Florida
$77.5K +$61K +281 New
SHM
3972
Sagard Holdings Management
Ontario, Canada
$77.2K +$60.8K +280 New
MTIM
3973
Marathon Trading Investment Management
Pennsylvania
$75.8K -$447K -2,060 -88%
HFM
3974
Hartford Financial Management
Connecticut
$75K -$2.83M -13,025 -98%
RWA
3975
Redmont Wealth Advisors
Illinois
$74.4K +$58.6K +270 New
157 158
159
160 161