We are live on ! Find out more
AVGO icon

Broadcom

Name Holding Trade Value Shares
Change
Change in
Stake
CFG
4251
Clayton Financial Group
Missouri
$312K +$71.5K +200 +28%
HFS
4252
Hughes Financial Services
Virginia
$312K -$15.4K -43 -5%
PFC
4253
Phocas Financial Corp
California
$311K – – –
MWM
4254
MinichMacGregor Wealth Management
New York
$311K -$275K -770 -46%
GA
4255
Gordian Advisors
Arizona
$311K +$36.8K +103 +13%
FA
4256
Fiducient Advisors
Illinois
$310K -$23.2K -65 -7%
PFG
4257
Pinnacle Financial Group
Illinois
$310K +$320K +896 New
PWSG
4258
Pacific Wealth Strategies Group
California
$310K +$44.7K +125 +16%
DGI
4259
Disciplined Growth Investors
Minnesota
$309K -$51.5K -144 -14%
2L
4260
25 LLC
Missouri
$309K +$25K +70 +9%
Renaissance Technologies
4261
Renaissance Technologies
New York
$308K +$22.2K +62 +7%
PP
4262
Paladin Partners
Wisconsin
$307K +$317K +886 New
NFG
4263
Norris Financial Group
South Carolina
$306K +$57.2K +160 +22%
PCMF
4264
Private Capital Management (Florida)
Florida
$304K – – –
LWM
4265
Lifetime Wealth Management
Texas
$304K +$314K +877 New
MWP
4266
Meredith Wealth Planning
Illinois
$304K +$40.4K +113 +15%
NWWA
4267
New Wave Wealth Advisors
Arkansas
$302K +$313K +874 New
TWD
4268
True Wealth Design
Ohio
$302K -$62.9K -176 -17%
SP
4269
Sequent Planning
Nebraska
$302K +$58.6K +164 +23%
IWS
4270
Integrity Wealth Solutions
Colorado
$302K +$358 +1 +0.1%
AEPWM
4271
Atlantic Edge Private Wealth Management
Florida
$300K – – –
LIP
4272
Lynch Investment Planning
Pennsylvania
$300K +$310K +868 New
WWWM
4273
White Wing Wealth Management
Texas
$300K +$22.2K +62 +8%
GSF
4274
Grove Street Fiduciary
New Hampshire
$300K – – –
SI
4275
Stirlingshire Investments
New York
$299K +$309K +864 New