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Broadcom

Name Holding Trade Value Shares
Change
Change in
Stake
OCM
2026
Osterweis Capital Management
California
$41.9K +$30.1K +600 +400%
NF
2027
Norwood Financial
Pennsylvania
$41.9K – – –
JWA
2028
JFS Wealth Advisors
Pennsylvania
$40.8K +$3.51K +70 +11%
BWA
2029
BDO Wealth Advisors
Florida
$40.7K +$23.1K +460 +170%
DMKJ
2030
David M. Knott Jr
$40K – – –
SIS
2031
Sound Income Strategies
Florida
$39.1K +$2.51K +50 +8%
GFWA
2032
Grey Fox Wealth Advisors
Delaware
$38.6K +$34.6K +690 New
FPFS
2033
First Personal Financial Services
North Carolina
$38K – – –
GM
2034
GeoWealth Management
Illinois
$38K -$231K -4,600 -87%
PP
2035
Pacifica Partners
Canada
$37.1K -$328K -6,550 -91%
MWM
2036
Mascoma Wealth Management
New Hampshire
$36.4K +$5.51K +110 +20%
CMP
2037
Coston McIsaac & Partners
Maine
$36K – – –
TAM
2038
Tucker Asset Management
Colorado
$35.7K +$11.5K +230 +56%
JMF
2039
Johnson Midwest Financial
Iowa
$35K +$14K +280 +82%
PWS
2040
Paragon Wealth Strategies
Florida
$33.9K – – –
MS
2041
Mizuho Securities
Japan
$33.5K -$129K -2,570 -81%
GGI
2042
Godsey & Gibb Inc
Virginia
$33.5K +$25.1K +500 +500%
SC
2043
Schubert & Co
Texas
$33K +$6.02K +120 +26%
AA
2044
Addison Advisors
Vermont
$33K +$4.51K +90 +18%
BBPWM
2045
Blue Bell Private Wealth Management
Pennsylvania
$32.4K -$2.51K -50 -8%
WPWM
2046
Western Pacific Wealth Management
Illinois
$32.4K – – –
TFM
2047
TFC Financial Management
Massachusetts
$31.3K – – –
DWA
2048
Delos Wealth Advisors
Texas
$30.8K – – –
MWM
2049
MinichMacGregor Wealth Management
New York
$30.2K +$27.1K +540 New
WAS
2050
Winch Advisory Services
Wisconsin
$29K -$8.02K -160 -24%