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Broadcom
AVGO

Name Holding Trade Value Shares
Change 		Change in
Stake
JEST
4126
JTC Employer Solutions Trustee
Jersey
$187K +$206K +671 New
RWS
4127
Retirement Wealth Solutions
Wisconsin
$184K -$4.6K -15 -3%
FFA
4128
Frazier Financial Advisors
Ohio
$183K +$920 +3 +0.5%
RF
4129
Robinswood Financial
Washington
$180K +$307 +1 +0.2%
LFASL
4130
Lugano Financial Advisors SA (LFA)
Switzerland
$177K -$6.14K -20 -4%
LWMI
4131
Legacy Wealth Management (Idaho)
Idaho
$176K +$7.36K +24 +5%
PWM
4132
Proathlete Wealth Management
Florida
$175K -$5.83K -19 -3%
CCMI
4133
Creative Capital Management Investments
California
$173K +$57.1K +186 +55%
MEG
4134
Millstone Evans Group
Colorado
$173K -$36.8K -120 -19%
RA
4135
RiverPark Advisors
New York
$173K +$32.8K +107 +26%
AP
4136
Aspect Partners
Virginia
$166K -$307 -1 -0.2%
CWM
4137
Copia Wealth Management
Oregon
$164K -$36.8K -120 -19%
STB
4138
S&T Bank
Pennsylvania
$159K +$45.1K +147 +44%
OFA
4139
Oak Family Advisors
Illinois
$157K +$146K +475 New
HAP
4140
Harbor Asset Planning
Massachusetts
$152K – – –
APW
4141
Atlantic Private Wealth
North Carolina
$150K – – –
EA
4142
Evolution Advisers
Virginia
$150K – – –
LD
4143
Lipe & Dalton
New York
$150K – – –
GCS
4144
Gordian Capital (Singapore)
Singapore
$149K -$282K -918 -67%
DPW
4145
DiNuzzo Private Wealth
Pennsylvania
$146K +$1.23K +4 +0.8%
JFG
4146
JDM Financial Group
Texas
$145K +$12.3K +40 +10%
FLP
4147
Financial Life Planners
Arizona
$143K +$133K +433 New
PSB
4148
Piscataqua Savings Bank
New Hampshire
$142K – – –
TPBG
4149
Turning Point Benefit Group
Maryland
$139K +$128K +417 New
PC
4150
Promus Capital
Illinois
$136K -$5.21K -17 -4%
164 165
166
167 168