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Broadcom
AVGO

Name Holding Trade Value Shares
Change 		Change in
Stake
AWS
1926
Aspen Wealth Strategies
Colorado
$1.56M +$10.5M +75,170 +302%
BFG
1927
Berger Financial Group
Minnesota
$1.56M +$49K +350 +4%
HZ
1928
Hixon Zuercher
Ohio
$1.56M -$391K -2,790 -22%
SCP
1929
Stamos Capital Partners
California
$1.56M -$434K -3,100 -24%
SPFA
1930
Summit Place Financial Advisors
New Jersey
$1.55M -$49K -350 -3%
GAG
1931
Goodman Advisory Group
Massachusetts
$1.55M +$1.34M +9,550 +10,611%
APC
1932
Aspire Private Capital
North Carolina
$1.55M -$247K -1,760 -15%
BPWM
1933
Badgley Phelps Wealth Managers
Washington
$1.55M +$126K +900 +10%
OFG
1934
Oxford Financial Group
Indiana
$1.55M +$242K +1,730 +22%
FWA
1935
FSM Wealth Advisors
Ohio
$1.54M -$44.8K -320 -3%
RP
1936
Raelipskie Partnership
Ontario, Canada
$1.54M -$98.1K -700 -7%
WFC
1937
Western Financial Corp
California
$1.53M -$98.1K -700 -7%
GCM
1938
Gladius Capital Management
Illinois
$1.53M +$507K +3,620 +61%
OWA
1939
Octavia Wealth Advisors
Ohio
$1.53M +$11.2K +80 +0.8%
HFA
1940
Hershey Financial Advisers
Pennsylvania
$1.52M +$1.32M +9,440 New
HAM
1941
Harmony Asset Management
Arizona
$1.52M +$115K +820 +10%
NIWA
1942
New Insight Wealth Advisors
California
$1.52M +$1.4K +10 +0.1%
HCM
1943
Howland Capital Management
Massachusetts
$1.51M +$633K +4,520 +93%
NSEDCP
1944
NJ State Employees Deferred Compensation Plan
New Jersey
$1.5M – – –
YIA
1945
YHB Investment Advisors
Connecticut
$1.5M +$4.2K +30 +0.3%
PWMG
1946
Prestige Wealth Management Group
New Jersey
$1.5M -$29.4K -210 -2%
PFA
1947
Pathway Financial Advisors
Vermont
$1.5M – – –
SAM
1948
SignalPoint Asset Management
Missouri
$1.5M +$21K +150 +2%
FHWM
1949
Fox Hill Wealth Management
Massachusetts
$1.49M -$283K -2,020 -18%
WWG
1950
West Wealth Group
California
$1.49M +$7.01K +50 +0.5%
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78
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