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Broadcom
AVGO

Name Holding Trade Value Shares
Change 		Change in
Stake
FC
4401
Financial Consulate
Maryland
$246K +$141K +395 +125%
DMKJ
4402
David M. Knott Jr
$246K – – –
WC
4403
Wexford Capital
Florida
$246K -$15.4K -43 -6%
VFG
4404
V2 Financial group
Illinois
$245K +$7.15K +20 +3%
ICM
4405
Innovator Capital Management
Illinois
$244K -$173K -485 -41%
ACA
4406
Aspire Capital Advisors
Washington
$244K +$252K +704 New
TFG
4407
Taylor Financial Group
Virginia
$243K – – –
BFG
4408
Beto Financial Group
Idaho
$243K +$262K +733 New
OGC
4409
Oak Grove Capital
New Hampshire
$242K – – –
RCM
4410
Rockbridge Capital Management
Virginia
$242K – – –
SIS
4411
Strategic Investment Solutions
Illinois
$242K -$150K -419 -38%
SPP
4412
Single Point Partners
Massachusetts
$241K +$2.86K +8 +1%
AIS
4413
AM Investment Strategies
Tennessee
$241K -$17.9K -50 -7%
PWM
4414
Proathlete Wealth Management
Florida
$241K +$59K +165 +31%
SFP
4415
Strategic Financial Partners
Oregon
$239K +$10.7K +30 +5%
FSBI
4416
Fearless Solutions (Best Invest)
Texas
$238K +$246K +688 New
VWA
4417
Valued Wealth Advisors
Utah
$238K +$6.79K +19 +3%
FH
4418
Financial Harvest
Florida
$238K -$2.15K -6 -0.9%
CCA
4419
Cottonwood Capital Advisors
Utah
$238K -$10.7K -30 -4%
PCI
4420
Planning Center Inc
Illinois
$238K – – –
SA
4421
Stolz & Associates
Washington
$238K +$246K +687 New
JPT
4422
Jordan Park Trust
New Hampshire
$237K -$34K -95 -12%
GW
4423
Graetz Wealth
Michigan
$237K +$244K +683 New
LAMNM
4424
Longview Asset Management (New Mexico)
New Mexico
$236K -$6.08K -17 -2%
EP
4425
Essential Planning
New Hampshire
$236K – – –
175 176
177
178 179