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Broadcom
AVGO

Name Holding Trade Value Shares
Change 		Change in
Stake
4WM
1251
44 Wealth Management
Oregon
$1.11M -$37.1K -740 -4%
MWPCG
1252
Measured Wealth Private Client Group
New Hampshire
$1.11M +$199K +3,960 +25%
TFA
1253
Transamerica Financial Advisors
Florida
$1.1M +$125K +2,500 +14%
3IP
1254
3Chopt Investment Partners
Virginia
$1.1M +$986K +19,660 New
ZF
1255
Zhang Financial
Michigan
$1.1M +$321K +6,410 +48%
SMH
1256
Sanders Morris Harris
Texas
$1.1M – – –
AC
1257
Abbrea Capital
California
$1.09M +$80.2K +1,600 +9%
CA
1258
Claro Advisors
Massachusetts
$1.09M +$75.2K +1,500 +8%
KFI
1259
Key Financial Inc
Pennsylvania
$1.08M – – –
VPI
1260
Value Partners Investments
Manitoba, Canada
$1.07M +$93.8K +1,870 +11%
CPR
1261
CSU Producer Resources
Ohio
$1.06M – – –
SCM
1262
Seascape Capital Management
New Hampshire
$1.05M -$2.51K -50 -0.3%
PA
1263
Procyon Advisors
Connecticut
$1.05M +$570K +11,360 +152%
OIM
1264
Orca Investment Management
Oregon
$1.05M -$3.01K -60 -0.3%
IFAM
1265
Institutional & Family Asset Management
Colorado
$1.05M -$7.52K -150 -0.8%
AC
1266
Albar Capital
United Kingdom
$1.04M -$9.02M -179,910 -91%
SLWA
1267
San Luis Wealth Advisors
California
$1.04M +$337K +6,720 +57%
CFA
1268
Camarda Financial Advisors
Florida
$1.04M +$305K +6,080 +49%
CWM
1269
Chesapeake Wealth Management
Virginia
$1.03M +$151K +3,010 +19%
CWP
1270
Concord Wealth Partners
Virginia
$1.03M -$254K -5,070 -22%
AAM
1271
AMI Asset Management
California
$1.03M +$164K +3,280 +22%
BS
1272
Bessemer Securities
New York
$1.03M +$323K +6,440 +54%
MFG
1273
Magnus Financial Group
New York
$1.02M -$16K -320 -2%
MIM
1274
MTM Investment Management
South Carolina
$1.01M +$58.2K +1,160 +7%
MSFS
1275
Main Street Financial Solutions
Pennsylvania
$1.01M +$590K +11,760 +189%
49 50
51
52 53