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Broadcom
AVGO

Name Holding Trade Value Shares
Change 		Change in
Stake
OFG
4051
OmniStar Financial Group
North Carolina
$413K +$56.1K +157 +15%
ACP
4052
Argyle Capital Partners
California
$413K +$9.65K +27 +2%
T
4053
Tidemark
California
$412K -$7.15K -20 -2%
CIS
4054
Continental Investors Services
Washington
$412K +$112K +313 +34%
LC
4055
Lavelle Capital
California
$410K +$424K +1,186 New
OC
4056
Optima Capital
Oregon
$409K +$15K +42 +4%
ACM
4057
Absolute Capital Management
Pennsylvania
$409K +$28.6K +80 +7%
BWM
4058
Braeburn Wealth Management
Michigan
$408K +$422K +1,180 New
ZWA
4059
Zinnia Wealth Advisory
Florida
$408K +$421K +1,178 New
AC
4060
Annandale Capital
Texas
$407K -$113K -317 -21%
POIA
4061
Pin Oak Investment Advisors
Texas
$407K +$225K +629 +106%
RC
4062
Resolute Capital
South Carolina
$406K +$420K +1,174 New
DSA
4063
Droms Strauss Advisors
Missouri
$406K +$420K +1,174 New
LOPW
4064
Live Oak Private Wealth
North Carolina
$406K -$11.4K -32 -3%
CD
4065
Capital Developers
North Carolina
$404K +$417K +1,166 New
MWM
4066
MBE Wealth Management
Wisconsin
$403K -$58.3K -163 -12%
WPA
4067
Wealth Preservation Advisors
Tennessee
$402K -$3.22K -9 -0.8%
FUBT
4068
First United Bank & Trust
Maryland
$401K -$25K -70 -6%
WIM
4069
Waycross Investment Management
Washington
$401K – – –
GCM
4070
G2 Capital Management
Ohio
$401K +$13.2K +37 +3%
WCM
4071
Wealthcare Capital Management
Virginia
$401K – – –
DFG
4072
Demars Financial Group
Washington
$401K +$44K +123 +12%
TWP
4073
Tempus Wealth Planning
California
$400K -$35.8K -100 -8%
BAM
4074
Broyhill Asset Management
North Carolina
$400K -$80.5K -225 -16%
CWMA
4075
Capstone Wealth Management (Alabama)
Alabama
$400K +$25.4K +71 +7%
161 162
163
164 165