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Broadcom
AVGO

Name Holding Trade Value Shares
Change 		Change in
Stake
BWA
4076
BlueChip Wealth Advisors
Georgia
$373K -$49.4K -150 -11%
AC
4077
Annandale Capital
Texas
$373K +$9.54K +29 +2%
SFG
4078
Strive Financial Group
Indiana
$373K +$28.6K +87 +8%
PWC
4079
Pathfinder Wealth Consulting
North Carolina
$373K -$80.3K -244 -17%
TFP
4080
TrueWealth Financial Partners
Washington
$372K +$396K +1,203 New
MM
4081
MQS Management
New York
$372K +$82.9K +252 +27%
PIA
4082
Polaris Investment Advisors
Massachusetts
$371K – – –
MPW
4083
Magnolia Private Wealth
Pennsylvania
$371K +$49.4K +150 +14%
BCM
4084
Bayesian Capital Management
New York
$371K +$395K +1,200 New
FS
4085
Financial Symmetry
North Carolina
$371K +$17.8K +54 +6%
PWS
4086
Pursuit Wealth Strategies
North Carolina
$370K +$84.6K +257 +27%
DFG
4087
Dupree Financial Group
Kentucky
$370K +$45.4K +138 +13%
BI
4088
Ballast Inc
Kentucky
$370K – – –
GWA
4089
Gutierrez Wealth Advisory
Arkansas
$369K -$35.9K -109 -8%
LOPW
4090
Live Oak Private Wealth
North Carolina
$369K +$6.58K +20 +2%
WAP
4091
Wealth Analytics Partners
California
$368K +$18.1K +55 +5%
SM
4092
Sweeney & Michel
California
$368K +$658 +2 +0.2%
LC
4093
Lavelle Capital
California
$367K – – –
AWMI
4094
Aegis Wealth Management (Iowa)
Iowa
$366K +$389K +1,181 New
ANB
4095
Amarillo National Bank
Texas
$365K +$54.6K +166 +16%
CSF
4096
Capital Squared Financial
Maryland
$363K -$34.5K -105 -8%
OWM
4097
OneAscent Wealth Management
Alabama
$363K +$28.6K +87 +8%
2L
4098
25 LLC
Missouri
$363K +$91.8K +279 +31%
HAC
4099
Harbor Advisory Corp
New Hampshire
$362K -$66.1K -201 -15%
IWA
4100
Inspirion Wealth Advisors
Illinois
$361K -$26.7K -81 -6%
162 163
164
165 166