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Broadcom
AVGO

Name Holding Trade Value Shares
Change 		Change in
Stake
PBO
2026
Peoples Bank (Ohio)
Ohio
$653K -$43.6K -460 -7%
NC
2027
NinePointTwo Capital
California
$653K +$151K +1,590 +37%
HS
2028
Horan Securities
United States
$653K +$18K +190 +3%
CC
2029
Courier Capital
New York
$652K +$12.3K +130 +2%
HBWM
2030
Hollow Brook Wealth Management
New York
$650K – – –
OWA
2031
One Wealth Advisors
California
$650K +$33.1K +350 +6%
BHWM
2032
Bar Harbor Wealth Management
New Hampshire
$646K -$13.3K -140 -2%
CWP
2033
Core Wealth Partners
California
$645K +$70.1K +740 +15%
MCCA
2034
Mill Creek Capital Advisors
Pennsylvania
$645K -$42.6K -450 -7%
CCIA
2035
Campbell & Co Investment Adviser
Maryland
$644K -$70.1K -740 -11%
IFPG
2036
Intrepid Financial Planning Group
Indiana
$644K +$546K +5,770 New
TWM
2037
Trueblood Wealth Management
Ohio
$643K +$545K +5,760 New
HIS
2038
Harvest Investment Services
Illinois
$642K -$391K -4,130 -42%
ESBC
2039
E.S. Barr & Co
Kentucky
$642K – – –
PWM
2040
Prentice Wealth Management
New York
$642K +$26.5K +280 +5%
GIM
2041
Guild Investment Management
California
$641K – – –
LAM
2042
Lifestyle Asset Management
Texas
$637K -$43.6K -460 -7%
RWP
2043
Revolve Wealth Partners
New Jersey
$636K +$37.9K +400 +8%
PAG
2044
Paladin Advisory Group
Iowa
$634K – – –
SCM
2045
Silvant Capital Management
Georgia
$633K – – –
IAMOG
2046
Investors Asset Management of Georgia
Georgia
$633K +$19.9K +210 +4%
WFA
2047
WMG Financial Advisors
Tennessee
$632K +$66.3K +700 +14%
SMA
2048
Seven Mile Advisory
New Jersey
$632K +$37.9K +400 +8%
TAM
2049
Townsend Asset Management
North Carolina
$629K – – –
SIC
2050
Samalin Investment Counsel
New York
$628K +$31.2K +330 +6%
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