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Broadcom
AVGO

Name Holding Trade Value Shares
Change 		Change in
Stake
GA
4301
Gordian Advisors
Arizona
$278K – – –
OAM
4302
Oxford Asset Management
United Kingdom
$277K -$1.14M -3,450 -79%
WFP
4303
Welch Financial Planning
Colorado
$277K +$38.5K +117 +15%
VBFP
4304
Valtinson Bruner Financial Planning
Minnesota
$276K +$26.3K +80 +10%
CAG
4305
Compass Advisory Group
New York
$276K +$16.1K +49 +6%
SG
4306
Sankala Group
Colorado
$276K -$81.9K -249 -21%
SWA
4307
Serenus Wealth Advisors
California
$275K -$18.8K -57 -6%
FDDB
4308
Fidelity D&D Bancorp
Pennsylvania
$275K -$2.18M -6,621 -88%
MVF
4309
Markin Volterra Fund
New York
$274K -$58.6K -178 -17%
PP
4310
Paladin Partners
Wisconsin
$274K – – –
DWS
4311
Discipline Wealth Solutions
South Carolina
$274K +$55K +167 +23%
M
4312
MATAURO
New York
$273K -$120K -365 -29%
SI
4313
Stirlingshire Investments
New York
$272K +$4.61K +14 +2%
RRA
4314
Round Rock Advisors
Connecticut
$270K -$308K -936 -52%
GSF
4315
Grove Street Fiduciary
New Hampshire
$270K +$2.3K +7 +0.8%
CFA
4316
CWS Financial Advisors
Michigan
$270K +$14.8K +45 +5%
FB
4317
First Bancorp
Maine
$269K -$78.6K -239 -22%
MW
4318
Marrick Wealth
California
$269K -$92.5K -281 -24%
HWM
4319
HighMark Wealth Management
Minnesota
$269K +$242K +734 +544%
VIP
4320
Vista Investment Partners
Oklahoma
$269K -$7.21M -21,897 -96%
BHWM
4321
Bay Harbor Wealth Management
Maryland
$269K +$30.6K +93 +12%
CGH
4322
CMG Global Holdings
Texas
$269K -$316K -959 -52%
SC
4323
Shearwater Capital
Colorado
$268K +$5.26K +16 +2%
PA
4324
Prossimo Advisors
California
$267K -$52.6K -160 -16%
FWP
4325
Fiduciary Wealth Partners
Massachusetts
$267K -$277K -843 -49%
171 172
173
174 175