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Broadcom
AVGO

Name Holding Trade Value Shares
Change 		Change in
Stake
TFO
1676
Tarbox Family Office
California
$8.12M +$8.62M +21,494 New
FFA
1677
First Foundation Advisors
California
$8.12M +$1.12M +2,796 +15%
ODA
1678
One Degree Advisors
California
$8.1M +$8.79M +21,929 New
DWG
1679
Darden Wealth Group
Michigan
$8.09M -$48.5K -121 -0.6%
SGI
1680
Summit Global Investments
Utah
$8.08M -$518K -1,293 -6%
MAM
1681
MWA Asset Management
Massachusetts
$8.07M -$453K -1,130 -5%
AO
1682
Advisor OS
Illinois
$8.07M +$1.68M +4,190 +24%
NW
1683
N10 Wealth
Connecticut
$8.06M +$8.56M +21,344 New
ACM
1684
Alpha Capital Management
Texas
$8.06M -$3.77M -9,395 -31%
FWI
1685
Facet Wealth Inc
Maryland
$8.02M +$2.4M +5,983 +39%
IBOK
1686
Independence Bank of Kentucky
Kentucky
$8.02M +$221K +552 +3%
APFP
1687
Action Point Financial Planning
Michigan
$8.01M +$8.51M +21,217 New
SAM
1688
Sompo Asset Management
Japan
$8M +$345K +860 +4%
VWM
1689
VCI Wealth Management
Missouri
$7.98M +$569K +1,419 +7%
CWM
1690
Circle Wealth Management
New Jersey
$7.98M +$175K +437 +2%
RA
1691
Riverstone Advisors
Texas
$7.98M +$250K +623 +3%
PT
1692
Plimoth Trust
Massachusetts
$7.95M +$363K +905 +4%
RWM
1693
RBA Wealth Management
California
$7.94M -$3.8M -9,472 -31%
HAS
1694
HBW Advisory Services
California
$7.94M +$345K +860 +4%
CCAM
1695
Codex Capital Asset Management
Texas
$7.93M – – –
RCG
1696
Regatta Capital Group
California
$7.93M +$450K +1,122 +6%
TVPW
1697
Third View Private Wealth
Connecticut
$7.93M -$2.44M -6,075 -22%
AAP
1698
Ardsley Advisory Partners
Connecticut
$7.93M -$27.5M -68,500 -77%
PWA
1699
Providence Wealth Advisors
Illinois
$7.91M -$60.9K -152 -0.7%
FFN
1700
Focus Financial Network
Minnesota
$7.9M +$15.2K +38 +0.2%
66 67
68
69 70