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Broadcom
AVGO

Name Holding Trade Value Shares
Change 		Change in
Stake
CWM
1751
Circle Wealth Management
New Jersey
$5.75M +$523K +1,704 +11%
AFA
1752
AA Financial Advisors
Ohio
$5.74M -$343K -1,117 -6%
FAM
1753
Formidable Asset Management
Ohio
$5.72M +$398K +1,298 +7%
LFA
1754
Legacy Financial Advisors
Kentucky
$5.72M +$213K +693 +4%
MS
1755
Madden Securities
Texas
$5.7M -$51.5K -168 -1%
GCM
1756
Gladius Capital Management
Illinois
$5.7M +$4.25M +13,858 +404%
OLA
1757
Oliver Luxxe Assets
New Jersey
$5.7M -$2.1M -6,848 -28%
AIC
1758
Archer Investment Corporation
Indiana
$5.69M -$168K -548 -3%
FCT
1759
Family Capital Trust
Massachusetts
$5.69M +$5.29M +17,234 New
ONGA
1760
O'Neil Global Advisors
California
$5.68M -$6.1M -19,887 -54%
GIS
1761
Graphene Investments SAS
France
$5.67M -$2.12M -6,900 -29%
TSWM
1762
Triangle Securities Wealth Management
North Carolina
$5.67M -$918K -2,993 -15%
SFO
1763
Stokes Family Office
Louisiana
$5.63M +$254K +829 +5%
LWAM
1764
Legacy Wealth Asset Management
Minnesota
$5.63M -$1.1M -3,576 -17%
MA
1765
MONECO Advisors
Connecticut
$5.62M +$281K +915 +6%
CWM
1766
Cornerstone Wealth Management
Missouri
$5.61M +$352K +1,146 +7%
CS
1767
CapitalatWork SA
$5.61M -$3.93M -12,800 -43%
GSWM
1768
Golden State Wealth Management
California
$5.6M +$96K +313 +2%
RA
1769
RoundAngle Advisors
New Jersey
$5.59M -$204K -666 -4%
BHWM
1770
Bar Harbor Wealth Management
New Hampshire
$5.55M +$1.28M +4,184 +33%
FFA
1771
First Foundation Advisors
California
$5.5M -$251K -818 -5%
PCS
1772
Personal CFO Solutions
New Jersey
$5.49M +$1.84M +5,993 +56%
CMI
1773
Clare Market Investments
Texas
$5.49M -$72.1K -235 -1%
JWBC
1774
J.W. Burns & Co
New York
$5.49M +$74.5K +243 +1%
S
1775
SharpePoint
Arizona
$5.47M +$5.09M +16,595 New
69 70
71
72 73