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Broadcom
AVGO

Name Holding Trade Value Shares
Change 		Change in
Stake
LFASL
4526
Lugano Financial Advisors SA (LFA)
Switzerland
$166K – – –
CCMI
4527
Creative Capital Management Investments
California
$163K – – –
RA
4528
RiverPark Advisors
New York
$163K +$1.65K +5 +1%
JFA
4529
JNBA Financial Advisors
Minnesota
$162K +$27K +82 +19%
BW
4530
Basepoint Wealth
Iowa
$161K +$14.8K +45 +9%
AF
4531
Abound Financial
California
$161K – – –
JFG
4532
JDM Financial Group
Texas
$161K +$26.7K +81 +18%
MGI
4533
Miller Global Investments
Texas
$160K +$141K +427 +469%
DPW
4534
DiNuzzo Private Wealth
Pennsylvania
$158K -$658 -2 -0.4%
HIW
4535
Holos Integrated Wealth
Pennsylvania
$156K +$5.59K +17 +4%
VWM
4536
Vermillion Wealth Management
Minnesota
$155K +$84.2K +256 +104%
SN
4537
Sittner & Nelson
Oregon
$153K +$329 +1 +0.2%
WPA
4538
Wealth Preservation Advisors
Tennessee
$143K -$230K -698 -60%
HAP
4539
Harbor Asset Planning
Massachusetts
$142K – – –
RBC
4540
Roble Belko & Company
Pennsylvania
$141K -$41.1K -125 -22%
KAM
4541
KEB Asset Management
Illinois
$140K -$161K -488 -52%
CGA
4542
Compound Global Advisors
Washington
$139K +$148K +450 New
EA
4543
Evolution Advisers
Virginia
$139K – – –
CMA
4544
Cedar Mountain Advisors
Oregon
$133K +$37.5K +114 +36%
WCM
4545
Westend Capital Management
California
$133K +$11.2K +34 +9%
PP
4546
PFS Partners
New Jersey
$130K +$46.7K +142 +51%
RWS
4547
Retirement Wealth Solutions
Wisconsin
$130K -$45.7K -139 -25%
BH
4548
Burk Holdings
Oklahoma
$127K +$135K +410 New
API
4549
Asset Planning Inc
California
$126K +$19.1K +58 +17%
CAM
4550
Capco Asset Management
Florida
$120K +$128K +389 New
180 181
182
183 184