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Broadcom
AVGO

Name Holding Trade Value Shares
Change 		Change in
Stake
MS
4176
Mizuho Securities
Japan
$99K -$153K -500 -63%
TC
4177
Trust Company
Kansas
$99K – – –
BFS
4178
Bare Financial Services
Pennsylvania
$98.6K +$9.51K +31 +12%
CF
4179
Collier Financial
Colorado
$98.1K +$91.1K +297 New
HIW
4180
Holos Integrated Wealth
Pennsylvania
$94.1K – – –
RBC
4181
Roble Belko & Company
Pennsylvania
$93K +$45.7K +149 +112%
IWM
4182
IMG Wealth Management
Florida
$92.7K – – –
SHM
4183
Sagard Holdings Management
Ontario, Canada
$92.4K – – –
GWP
4184
Gen-Wealth Partners
Michigan
$91.4K -$6.14K -20 -7%
IW
4185
Imprint Wealth
South Carolina
$90.4K +$84.1K +274 New
RWA
4186
Redmont Wealth Advisors
Illinois
$89.1K – – –
EWM
4187
Evolution Wealth Management
Florida
$89.1K +$42.6K +139 +106%
LAMC
4188
Longview Asset Management (California)
California
$82.5K – – –
PP
4189
Pingora Partners
Wyoming
$82.5K – – –
ECM
4190
Estabrook Capital Management
New York
$82.5K – – –
FWA
4191
Flagship Wealth Advisors
Massachusetts
$81.8K +$30.4K +99 +66%
VWM
4192
Vermillion Wealth Management
Minnesota
$81.2K +$4.91K +16 +7%
HFM
4193
Hartford Financial Management
Connecticut
$78.8K -$10.1K -33 -12%
TFGT
4194
TS Financial Group (TSFG)
Illinois
$77K – – –
FWM
4195
FSA Wealth Management
Massachusetts
$76.9K +$40.5K +132 +131%
PWA
4196
Principia Wealth Advisory
Texas
$76.2K +$7.06K +23 +11%
FA
4197
Financial Avengers
California
$75.6K – – –
PCA
4198
PMV Capital Advisers
Texas
$75.2K -$7.67K -25 -10%
KFP
4199
Keener Financial Planning
Texas
$75K -$202K -660 -74%
QWM
4200
Quaker Wealth Management
New Jersey
$74.6K – – –
166 167
168
169 170