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Broadcom
AVGO

Name Holding Trade Value Shares
Change 		Change in
Stake
FWM
4101
FMB Wealth Management
California
$460K -$2.41K -6 -0.5%
DCM
4102
Davis Capital Management
Florida
$459K +$116K +289 +31%
EFN
4103
Equita Financial Network
Pennsylvania
$459K +$213K +532 +78%
LOPW
4104
Live Oak Private Wealth
North Carolina
$459K +$8.82K +22 +2%
FCFC
4105
First Citizens Financial Corp
Iowa
$457K -$401 -1 -0.1%
FWM
4106
Fonville Wealth Management
Virginia
$457K -$182K -454 -27%
PWM
4107
Platform Wealth Management
Utah
$455K +$483K +1,205 New
EA
4108
Eclectic Associates
California
$454K -$10.8K -27 -2%
DFG
4109
Dupree Financial Group
Kentucky
$453K +$2K +5 +0.4%
PIA
4110
Polaris Investment Advisors
Massachusetts
$453K – – –
BSWM
4111
Boston Standard Wealth Management
Massachusetts
$453K +$78.2K +195 +19%
CFG
4112
Chapman Financial Group
Hawaii
$453K -$30.1K -75 -6%
KP
4113
Kitching Partners
Pennsylvania
$450K +$206K +514 +76%
RC
4114
Rareview Capital
Nevada
$448K – – –
FCMT
4115
Founders Capital Management (Texas)
Texas
$448K +$26.1K +65 +6%
LC
4116
Lavelle Capital
California
$448K – – –
PCM
4117
Poehling Capital Management
Wisconsin
$448K +$32.9K +82 +7%
BBPWM
4118
Blue Bell Private Wealth Management
Pennsylvania
$448K +$20K +50 +4%
SFG
4119
Southern Financial Group
Alabama
$446K +$9.22K +23 +2%
VIPI
4120
Vista Investment Partners II
Indiana
$446K +$25.7K +64 +6%
RC
4121
Resolute Capital
South Carolina
$445K +$36.9K +92 +8%
SWM
4122
Seaside Wealth Management
California
$445K +$38.1K +95 +9%
BWA
4123
BlueChip Wealth Advisors
Georgia
$445K -$11.2K -28 -2%
ANB
4124
Amarillo National Bank
Texas
$445K – – –
SAM
4125
Seelaus Asset Management
New Jersey
$445K -$36.1K -90 -7%
163 164
165
166 167