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Broadcom
AVGO

Name Holding Trade Value Shares
Change 		Change in
Stake
JF
1326
Jump Financial
Illinois
$435K -$632K -13,640 -60%
GCA
1327
Gradient Capital Advisors
California
$435K +$8.8K +190 +2%
CWA
1328
Canvas Wealth Advisors
Kansas
$432K +$68.6K +1,480 +20%
AWC
1329
Abundance Wealth Counselors
Pennsylvania
$432K +$247K +5,320 +142%
WIM
1330
Westside Investment Management
California
$430K – – –
PFA
1331
Peak Financial Advisors
Colorado
$429K -$13.4K -290 -3%
CPC
1332
Consolidated Planning Corp
Georgia
$419K -$4.17K -90 -1%
DLA
1333
Douglas Lane & Associates
New York
$418K +$16.2K +350 +4%
CSPIA
1334
Cary Street Partners Investment Advisory
Virginia
$417K -$38K -820 -9%
RTC
1335
Riverview Trust Company
Washington
$416K -$5.56K -120 -1%
GA
1336
GoalVest Advisory
New York
$413K +$401K +8,660 New
HIS
1337
Harvest Investment Services
Illinois
$413K +$402K +8,670 New
LWMM
1338
Legacy Wealth Management (Mississippi)
Mississippi
$407K – – –
CPC
1339
Cookson Peirce & Co
Pennsylvania
$406K +$102K +2,200 +35%
CPW
1340
Catalyst Private Wealth
California
$405K -$53.3K -1,150 -12%
AA
1341
Apriem Advisors
California
$401K -$2.78K -60 -0.7%
PBO
1342
Peoples Bank (Ohio)
Ohio
$401K +$125K +2,690 +47%
MFG
1343
Magnus Financial Group
New York
$400K +$30.1K +650 +8%
MFG
1344
Menard Financial Group
Texas
$398K +$59.3K +1,280 +18%
PPW
1345
Parcion Private Wealth
Washington
$388K – – –
ATPW
1346
Ashton Thomas Private Wealth
Arizona
$388K +$13.9K +300 +4%
CCM
1347
Carlson Capital Management
Minnesota
$387K +$4.17K +90 +1%
FWM
1348
FFT Wealth Management
Pennsylvania
$387K +$376K +8,120 New
FA
1349
Fermata Advisors
California
$386K +$122K +2,640 +49%
OWA
1350
Octavia Wealth Advisors
Ohio
$384K +$172K +3,710 +85%
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