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Broadcom
AVGO

Name Holding Trade Value Shares
Change 		Change in
Stake
FIA
1301
Foundations Investment Advisors
Arizona
$1.17M +$217K +3,610 +25%
JWM
1302
Jupiter Wealth Management
Colorado
$1.17M -$391K -6,500 -26%
PSC
1303
Portman Square Capital
United Kingdom
$1.17M -$549K -9,130 -33%
WBC
1304
West Branch Capital
Massachusetts
$1.16M +$1.09M +18,040 New
OCBCO
1305
Oversea-Chinese Banking Corp (OCBC)
Singapore
$1.16M -$116K -1,920 -10%
CA
1306
Cullinan Associates
Kentucky
$1.15M -$117K -1,940 -10%
CCB
1307
Cutter & Co Brokerage
Missouri
$1.15M +$295K +4,910 +38%
MFG
1308
Magnus Financial Group
New York
$1.15M -$22.9K -380 -2%
CA
1309
Crumly & Associates
Illinois
$1.15M +$28.3K +470 +3%
LWM
1310
Lyell Wealth Management
California
$1.14M +$15K +250 +1%
OFG
1311
OmniStar Financial Group
North Carolina
$1.14M -$455K -7,570 -30%
TFA
1312
Toth Financial Advisory
Virginia
$1.14M +$907K +15,070 +556%
BW
1313
Bison Wealth
Georgia
$1.14M -$84.8K -1,410 -7%
WANY
1314
Wealthspire Advisors (New York)
New York
$1.13M -$598K -9,940 -36%
PWPS
1315
Pinnacle Wealth Planning Services
Ohio
$1.13M -$16.8K -280 -2%
CNFG
1316
Creegan & Nassoura Financial Group
New Hampshire
$1.13M – – –
BFS
1317
Bard Financial Services
Connecticut
$1.12M +$45.1K +750 +4%
FDDB
1318
Fidelity D&D Bancorp
Pennsylvania
$1.12M +$508K +8,440 New
CAWM
1319
Capital Advisors Wealth Management
Washington
$1.12M +$33.1K +550 +3%
WI
1320
Wintrust Investments
Illinois
$1.11M +$1.05M +17,370 New
MSFS
1321
Main Street Financial Solutions
Pennsylvania
$1.11M -$49.3K -820 -5%
BWM
1322
Buckley Wealth Management
Nevada
$1.1M -$41.5K -690 -4%
LIM
1323
Longfellow Investment Management
Massachusetts
$1.1M -$819K -13,610 -44%
GFS
1324
GYL Financial Synergies
Connecticut
$1.1M +$641K +10,650 +165%
SLWA
1325
San Luis Wealth Advisors
California
$1.09M -$92.7K -1,540 -8%
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