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Broadcom
AVGO

Name Holding Trade Value Shares
Change 		Change in
Stake
KGP
4326
Keystone Global Partners
Colorado
$257K – – –
SA
4327
Strategic Advocates
Utah
$257K -$3.84M -11,673 -93%
E
4328
EntreWealth
Texas
$257K +$52K +158 +24%
LIP
4329
Lynch Investment Planning
Pennsylvania
$256K -$13.8K -42 -5%
FFA
4330
Frazier Financial Advisors
Ohio
$255K +$88.5K +269 +48%
WWM
4331
WT Wealth Management
Arizona
$255K +$5.26K +16 +2%
MP
4332
Moment Partners
California
$255K +$3.95K +12 +1%
FCM
4333
Fell Capital Management
California
$254K -$65.8K -200 -20%
LWA
4334
Lifelong Wealth Advisors
Minnesota
$254K +$17.1K +52 +7%
W
4335
WealthCollab
Washington
$254K -$9.54K -29 -3%
IWP
4336
IAG Wealth Partners
Wisconsin
$254K +$28.3K +86 +12%
RWM
4337
Ruedi Wealth Management
Illinois
$254K – – –
MFP
4338
Meramec Financial Planners
Missouri
$253K – – –
IWAO
4339
Independence Wealth Advisors (Ohio)
Ohio
$253K – – –
HKIM
4340
Hayek Kallen Investment Management
Alabama
$253K +$269K +819 New
LFG
4341
Lockerman Financial Group
California
$253K -$1.32K -4 -0.5%
IAP
4342
Indie Asset Partners
Indiana
$253K +$22.4K +68 +9%
BF
4343
Bonfire Financial
Colorado
$253K +$7.57K +23 +3%
WIA
4344
Westbourne Investment Advisors
Maryland
$252K -$6.58K -20 -2%
XFP
4345
Xena Financial Planning
Oregon
$252K – – –
AWP
4346
Accretive Wealth Partners
New Jersey
$251K -$49K -149 -16%
SWP
4347
SIMA Wealth Partners
Virginia
$251K – – –
SGWM
4348
Sterling Group Wealth Management
California
$250K +$266K +809 New
TF
4349
Theory Financial
Colorado
$250K -$14.8K -45 -5%
WP
4350
Walleye Partners
Wisconsin
$250K +$266K +809 New
172 173
174
175 176