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Broadcom
AVGO

Name Holding Trade Value Shares
Change 		Change in
Stake
DA
1926
DCF Advisers
Connecticut
$1.57M +$1.37M +9,750 New
AWS
1927
Aspen Wealth Strategies
Colorado
$1.56M +$10.5M +75,170 +302%
BFG
1928
Berger Financial Group
Minnesota
$1.56M +$49K +350 +4%
HZ
1929
Hixon Zuercher
Ohio
$1.56M -$391K -2,790 -22%
SCP
1930
Stamos Capital Partners
California
$1.56M -$434K -3,100 -24%
SPFA
1931
Summit Place Financial Advisors
New Jersey
$1.55M -$49K -350 -3%
GAG
1932
Goodman Advisory Group
Massachusetts
$1.55M +$1.34M +9,550 +10,611%
APC
1933
Aspire Private Capital
North Carolina
$1.55M -$247K -1,760 -15%
BPWM
1934
Badgley Phelps Wealth Managers
Washington
$1.55M +$126K +900 +10%
OFG
1935
Oxford Financial Group
Indiana
$1.55M +$242K +1,730 +22%
FWA
1936
FSM Wealth Advisors
Ohio
$1.54M -$44.8K -320 -3%
RP
1937
Raelipskie Partnership
Ontario, Canada
$1.54M -$98.1K -700 -7%
WFC
1938
Western Financial Corp
California
$1.53M -$98.1K -700 -7%
GCM
1939
Gladius Capital Management
Illinois
$1.53M +$507K +3,620 +61%
OWA
1940
Octavia Wealth Advisors
Ohio
$1.53M +$11.2K +80 +0.8%
HFA
1941
Hershey Financial Advisers
Pennsylvania
$1.52M +$1.32M +9,440 New
HAM
1942
Harmony Asset Management
Arizona
$1.52M +$115K +820 +10%
NIWA
1943
New Insight Wealth Advisors
California
$1.52M +$1.4K +10 +0.1%
HCM
1944
Howland Capital Management
Massachusetts
$1.51M +$633K +4,520 +93%
NSEDCP
1945
NJ State Employees Deferred Compensation Plan
New Jersey
$1.5M – – –
YIA
1946
YHB Investment Advisors
Connecticut
$1.5M +$4.2K +30 +0.3%
PWMG
1947
Prestige Wealth Management Group
New Jersey
$1.5M -$29.4K -210 -2%
PFA
1948
Pathway Financial Advisors
Vermont
$1.5M – – –
SAM
1949
SignalPoint Asset Management
Missouri
$1.5M +$21K +150 +2%
FHWM
1950
Fox Hill Wealth Management
Massachusetts
$1.49M -$283K -2,020 -18%
76 77
78
79 80