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AVGO

Name Holding Trade Value Shares
Change 		Change in
Stake
WKSWA
2026
White Knight Strategic Wealth Advisors
New Jersey
$333K -$26K -300 -7%
FA
2027
Fermata Advisors
California
$333K +$346K +3,990 New
CCFM
2028
Clear Creek Financial Management
Washington
$332K -$17.3K -200 -5%
OBGC
2029
O'Brien Greene & Co
Pennsylvania
$332K – – –
HIM
2030
Hillsdale Investment Management
Ontario, Canada
$332K +$205K +2,360 +144%
CF
2031
Clarity Financial
Texas
$331K +$105K +1,210 +44%
AA
2032
Auxano Advisors
Washington
$331K +$41.6K +480 +14%
DCM
2033
Deuterium Capital Management
Florida
$330K -$497K -5,730 -59%
ACP
2034
Aveo Capital Partners
Colorado
$329K +$17.3K +200 +5%
FFA
2035
Fi3 Financial Advisors
Indiana
$328K +$59.8K +690 +21%
CPC
2036
Congress Park Capital
New York
$327K -$574K -6,620 -63%
NPT
2037
Nixon Peabody Trust
Massachusetts
$327K – – –
AWM
2038
Angeles Wealth Management
California
$327K +$13.9K +160 +4%
SIC
2039
Sigma Investment Counselors
Michigan
$324K +$20.8K +240 +7%
IF
2040
Insight Folios
North Carolina
$323K -$3.47K -40 -1%
HI
2041
Humankind Investments
New York
$322K -$70.2K -810 -17%
PCA
2042
Prosperity Capital Advisors
Ohio
$321K +$79.7K +920 +31%
RFN
2043
Redwood Financial Network
Ohio
$321K +$13.9K +160 +4%
FL
2044
Fort LP
Maryland
$320K -$28.6K -330 -8%
NPA
2045
Nichols & Pratt Advisers
Massachusetts
$320K +$13K +150 +4%
PPG
2046
Peak Planning Group
Colorado
$319K -$8.67K -100 -3%
ADIM
2047
Alpha DNA Investment Management
Maryland
$319K +$104K +1,200 +45%
WF
2048
Wayfinding Financial
Washington
$318K +$19.9K +230 +6%
FTUS
2049
Flow Traders U.S.
New York
$316K +$330K +3,810 New
SFS
2050
Security Financial Services
Indiana
$316K +$12.1K +140 +4%
80 81
82
83 84