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Broadcom
AVGO

Name Holding Trade Value Shares
Change 		Change in
Stake
GC
1851
Gilbert & Cook
Iowa
$934K +$36.9K +390 +5%
SCI
1852
Stableford Capital II
Arizona
$932K -$135K -1,430 -14%
LWA
1853
Lantern Wealth Advisors
New York
$930K +$789K +8,330 New
FCM
1854
Fourpath Capital Management
Oklahoma
$930K -$118K -1,250 -13%
BPWM
1855
Badgley Phelps Wealth Managers
Washington
$929K +$38.8K +410 +5%
ACA
1856
Atlas Capital Advisors
Wyoming
$924K +$102K +1,080 +15%
DWG
1857
Darden Wealth Group
Michigan
$916K +$777K +8,210 New
CMI
1858
Clare Market Investments
Texas
$916K +$80.5K +850 +12%
PAM
1859
Peak Asset Management
Colorado
$915K +$345K +3,640 +80%
WA
1860
Wealthstream Advisors
New York
$915K +$433K +4,570 +126%
PPC
1861
Park Place Capital
Alabama
$914K -$152K -1,600 -16%
BFG
1862
Berger Financial Group
Minnesota
$911K +$70.1K +740 +10%
KI
1863
Kapitalo Investimentos
Brazil
$910K +$772K +8,150 New
FRA
1864
Frank Rimerman Advisors
California
$904K +$767K +8,100 New
SWM
1865
Seed Wealth Management
Illinois
$902K +$348K +3,680 +79%
KF
1866
KKM Financial
Illinois
$900K +$763K +8,060 New
CNBT
1867
Canandaigua National Bank & Trust
New York
$897K -$134K -1,420 -15%
MPCG
1868
Matrix Private Capital Group
New York
$896K -$107K -1,130 -12%
MCM
1869
Magnolia Capital Management
New York
$893K – – –
VW
1870
Vantage Wealth
California
$893K – – –
JCM
1871
Jacobi Capital Management
Pennsylvania
$892K -$104K -1,100 -12%
S
1872
Sachetta
Massachusetts
$888K +$753K +7,950 New
PFG
1873
Prosperity Financial Group
California
$883K +$5.68K +60 +0.8%
SWM
1874
Shelton Wealth Management
Texas
$881K -$53K -560 -7%
GIM
1875
Gold Investment Management
Alberta, Canada
$878K +$745K +7,870 New
73 74
75
76 77