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AVGO

Name Holding Trade Value Shares
Change 		Change in
Stake
ABC
2026
Associated Banc-Corp
Wisconsin
$287K +$236K +3,310 New
GSIS
2027
Global Strategic Investment Solutions
Arizona
$286K -$713 -10 -0.3%
MAA
2028
Mraz Amerine & Associates
California
$286K – – –
NCM
2029
Northside Capital Management
Oregon
$285K +$235K +3,290 New
FAT
2030
First American Trust
California
$285K +$7.84K +110 +3%
BAM
2031
Bosun Asset Management
Illinois
$285K +$234K +3,280 New
BFWA
2032
Benchmark Financial Wealth Advisors
Florida
$284K +$234K +3,280 New
FFA
2033
Fi3 Financial Advisors
Indiana
$283K -$1.43K -20 -0.6%
PFA
2034
Pure Financial Advisors
California
$283K -$2.85K -40 -1%
SNBOSD
2035
Security National Bank of So Dak
Iowa
$283K +$232K +3,260 New
WFC
2036
Western Financial Corp
California
$282K +$232K +3,250 New
MCAI
2037
Members Capital Advisors Inc
Wisconsin
$282K -$2.07M -29,000 -90%
AP
2038
Adero Partners
California
$281K +$231K +3,240 New
T
2039
TOBAM
France
$281K +$231K +3,240 New
EWM
2040
Executive Wealth Management
Michigan
$280K +$230K +3,220 New
B
2041
Bellecapital
Switzerland
$279K – – –
SIA
2042
SkyView Investment Advisors
New Jersey
$279K -$122K -1,710 -35%
BWM
2043
Baystate Wealth Management
Massachusetts
$278K -$2.85K -40 -1%
CSIA
2044
Charles Schwab Investment Advisory
California
$278K -$27.1K -380 -11%
AIFAIM
2045
American Institute for Advanced Investment Management
Arizona
$278K +$228K +3,200 New
ETIA
2046
Epic Trust Investment Advisors
Washington
$277K -$109K -1,530 -32%
KOMWMG
2047
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$277K +$713 +10 +0.3%
MTIC
2048
Missouri Trust & Investment Company
Missouri
$277K -$15K -210 -6%
SWM
2049
Stockman Wealth Management
Montana
$276K -$2.14K -30 -0.9%
WCFA
2050
Walkner Condon Financial Advisors
Wisconsin
$276K +$227K +3,180 New
80 81
82
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