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Broadcom
AVGO

Name Holding Trade Value Shares
Change 		Change in
Stake
SAM
1851
Secure Asset Management
Michigan
$293K +$15.6K +260 +6%
AWS
1852
Aspen Wealth Strategies
Colorado
$293K -$21.1K -350 -7%
CWA
1853
Canvas Wealth Advisors
Kansas
$292K -$54.7K -910 -16%
OBWG
1854
Onyx Bridge Wealth Group
New York
$291K -$92.7K -1,540 -25%
MSA
1855
Marino Stram & Associates
Massachusetts
$291K +$7.82K +130 +3%
FANJ
1856
Financial Architects (New Jersey)
New Jersey
$290K -$2.41K -40 -0.9%
LNWTC
1857
Laird Norton Wetherby Trust Company
Washington
$290K – – –
AWM
1858
Affinity Wealth Management
Delaware
$289K +$271K +4,510 New
PCM
1859
Poehling Capital Management
Wisconsin
$289K – – –
NAS
1860
Nicolet Advisory Services
Wisconsin
$285K -$78.8K -1,310 -22%
RWP
1861
Revolve Wealth Partners
New Jersey
$284K +$28.9K +480 +12%
V
1862
VeraBank
Texas
$284K -$15.6K -260 -6%
SFG
1863
Sovereign Financial Group
Connecticut
$282K +$1.2K +20 +0.5%
T
1864
TNF
Montana
$281K -$18.6K -310 -6%
GG
1865
Greenwood Gearhart
Arkansas
$281K -$2.41K -40 -0.9%
IIM
1866
Ipswich Investment Management
Massachusetts
$280K – – –
CCFM
1867
Clear Creek Financial Management
Washington
$279K -$30.1K -500 -10%
NC
1868
NBW Capital
Massachusetts
$279K -$1.8K -30 -0.7%
LMKC
1869
L.M. Kohn & Company
Ohio
$278K +$4.21K +70 +2%
OBGC
1870
O'Brien Greene & Co
Pennsylvania
$278K – – –
NFSG
1871
Newbridge Financial Services Group
Florida
$277K +$33.7K +560 +15%
LAM
1872
Lifestyle Asset Management
Texas
$277K +$16.8K +280 +7%
KWM
1873
Kolinsky Wealth Management
New Jersey
$277K +$2.41K +40 +0.9%
APG
1874
Abacus Planning Group
South Carolina
$275K +$11.4K +190 +5%
MS
1875
Maven Securities
Jersey
$274K +$257K +4,270 New
73 74
75
76 77