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AVGO

Name Holding Trade Value Shares
Change 		Change in
Stake
JWA
2026
JFS Wealth Advisors
Pennsylvania
$40.8K +$3.51K +70 +11%
BWA
2027
BDO Wealth Advisors
Florida
$40.7K +$23.1K +460 +170%
DMKJ
2028
David M. Knott Jr
$40K – – –
SIS
2029
Sound Income Strategies
Florida
$39.1K +$2.51K +50 +8%
GFWA
2030
Grey Fox Wealth Advisors
Delaware
$38.6K +$34.6K +690 New
FPFS
2031
First Personal Financial Services
North Carolina
$38K – – –
GM
2032
GeoWealth Management
Illinois
$38K -$231K -4,600 -87%
PP
2033
Pacifica Partners
Canada
$37.1K -$328K -6,550 -91%
MWM
2034
Mascoma Wealth Management
New Hampshire
$36.4K +$5.51K +110 +20%
TAM
2035
Tucker Asset Management
Colorado
$35.7K +$11.5K +230 +56%
JMF
2036
Johnson Midwest Financial
Iowa
$35K +$14K +280 +82%
PWS
2037
Paragon Wealth Strategies
Florida
$33.9K – – –
MS
2038
Mizuho Securities
Japan
$33.5K -$129K -2,570 -81%
GGI
2039
Godsey & Gibb Inc
Virginia
$33.5K +$25.1K +500 +500%
SC
2040
Schubert & Co
Texas
$33K +$6.02K +120 +26%
AA
2041
Addison Advisors
Vermont
$33K +$4.51K +90 +18%
BBPWM
2042
Blue Bell Private Wealth Management
Pennsylvania
$32.4K -$2.51K -50 -8%
WPWM
2043
Western Pacific Wealth Management
Illinois
$32.4K – – –
TFM
2044
TFC Financial Management
Massachusetts
$31.3K – – –
DWA
2045
Delos Wealth Advisors
Texas
$30.8K – – –
MWM
2046
MinichMacGregor Wealth Management
New York
$30.2K +$27.1K +540 New
WAS
2047
Winch Advisory Services
Wisconsin
$29K -$8.02K -160 -24%
HWA
2048
HHM Wealth Advisors
Tennessee
$28K +$501 +10 +2%
TCM
2049
TD Capital Management
Tennessee
$27.7K +$501 +10 +2%
CWAF
2050
Core Wealth Advisors (Florida)
Florida
$27.4K +$24.6K +490 New
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