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Broadcom
AVGO

Name Holding Trade Value Shares
Change 		Change in
Stake
SF
1051
Symphony Financial
Texas
$8.54M +$160K +998 +2%
IWA
1052
Icon Wealth Advisors
Texas
$8.53M -$72.4M -451,539 -90%
BWG
1053
Berry Wealth Group
Texas
$8.51M -$619K -3,864 -7%
TC
1054
Truvestments Capital
Florida
$8.5M +$302K +1,882 +4%
ISWM
1055
Independent Solutions Wealth Management
New York
$8.48M -$442K -2,754 -5%
WC
1056
Waterloo Capital
Texas
$8.44M -$1.09M -6,807 -12%
SIA
1057
Strategic Investment Advisors
Michigan
$8.4M +$169K +1,057 +2%
AG
1058
Ascent Group
Virginia
$8.39M -$209K -1,306 -3%
TCWA
1059
Turtle Creek Wealth Advisors
Texas
$8.39M +$183K +1,142 +2%
FHA
1060
Flagship Harbor Advisors
Massachusetts
$8.35M -$305K -1,903 -4%
TAM
1061
Trust Asset Management
Texas
$8.35M – – –
RPC
1062
Rossmore Private Capital
Connecticut
$8.31M -$20.2K -126 -0.3%
WP
1063
Westmount Partners
California
$8.3M +$555K +3,459 +8%
MAM
1064
Mystic Asset Management
Rhode Island
$8.29M -$84.2K -525 -1%
BOSSRA
1065
B.O.S.S. Retirement Advisors
Utah
$8.26M +$7.68M +47,907 New
EWM
1066
Evercore Wealth Management
New York
$8.25M +$85K +530 +1%
IAIM
1067
International Assets Investment Management
Florida
$8.25M +$11.4M +71,011 +195%
OHIS
1068
Oak Harvest Investment Services
Texas
$8.22M -$7.34M -45,774 -49%
TAMH
1069
Taikang Asset Management (HK)
Hong Kong
$8.22M +$5.84M +36,444 +325%
MPPLM
1070
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$8.19M +$515K +3,212 +7%
FCM
1071
Fortis Capital Management
Washington
$8.18M +$869K +5,422 +13%
BCWM
1072
Bartlett & Co Wealth Management
Ohio
$8.17M -$597K -3,723 -7%
RIL
1073
Rothschild Investment LLC
Illinois
$8.17M +$169K +1,056 +2%
SH
1074
SeaTown Holdings
Singapore
$8.17M -$2.29M -14,302 -23%
MGIA
1075
Moneta Group Investment Advisors
Missouri
$8.16M -$63.7M -397,528 -89%
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