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Broadcom
AVGO

Name Holding Trade Value Shares
Change 		Change in
Stake
TBC
1951
Ted Buchan & Co
California
$4.24M -$165K -537 -4%
LFP
1952
Leeward Financial Partners
Washington
$4.23M +$89.6K +292 +2%
WWA
1953
Wisconsin Wealth Advisors
Wisconsin
$4.22M -$42.3K -138 -1%
AWM
1954
Abound Wealth Management
Tennessee
$4.22M +$46.9K +153 +1%
MMM
1955
Mendel Money Management
Illinois
$4.21M -$239K -780 -6%
PFG
1956
Prosperity Financial Group
California
$4.2M +$416K +1,357 +12%
PWMG
1957
Prestige Wealth Management Group
New Jersey
$4.2M +$83.4K +272 +2%
OL
1958
OneFund LLC
Florida
$4.2M +$133K +434 +4%
PW
1959
PUREfi Wealth
Massachusetts
$4.2M +$333K +1,086 +9%
WIM
1960
WealthPlan Investment Management
Nebraska
$4.2M -$1.24M -4,039 -24%
BWM
1961
Bosman Wealth Management
California
$4.19M +$363K +1,184 +10%
EWM
1962
EPG Wealth Management
Georgia
$4.19M +$39.3K +128 +1%
WWG
1963
West Wealth Group
California
$4.19M +$84.7K +276 +2%
MAMU
1964
Myriad Asset Management US
Florida
$4.19M +$3.89M +12,690 New
MW
1965
MBL Wealth
North Carolina
$4.19M -$116K -377 -3%
SPWG
1966
Syntegra Private Wealth Group
Missouri
$4.18M -$10.1K -33 -0.3%
WSC
1967
Wellington Shields & Co
New York
$4.18M -$113K -368 -3%
KA
1968
Klingman & Associates
New York
$4.17M +$400K +1,303 +11%
MCM
1969
McDonough Capital Management
Florida
$4.16M +$389K +1,269 +11%
AFM
1970
Aspetuck Financial Management
Connecticut
$4.16M – – –
DGM
1971
Delta Global Management
New York
$4.16M -$17.4M -56,570 -82%
CTC
1972
Cetera Trust Company
Minnesota
$4.14M -$23K -75 -0.6%
GCM
1973
Generation Capital Management
New York
$4.14M -$23K -75 -0.6%
AO
1974
Advisor OS
Illinois
$4.13M -$7.67K -25 -0.2%
CIM
1975
Cambria Investment Management
California
$4.13M -$1.17M -3,817 -23%
77 78
79
80 81