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AVGO

Name Holding Trade Value Shares
Change 		Change in
Stake
MPCG
2026
Matrix Private Capital Group
New York
$1.31M +$18.2K +130 +2%
KF
2027
KKM Financial
Illinois
$1.31M +$14K +100 +1%
PWM
2028
Paulson Wealth Management
Illinois
$1.31M -$23.8K -170 -2%
RTC
2029
Riverview Trust Company
Washington
$1.31M – – –
AC
2030
AlphaCore Capital
California
$1.31M +$747K +5,330 +190%
WCA
2031
Waypoint Capital Advisors
Minnesota
$1.3M +$60.3K +430 +6%
AAM
2032
AMI Asset Management
California
$1.3M -$4.2K -30 -0.4%
DA
2033
Dover Advisors
Virginia
$1.29M +$223K +1,590 +25%
NAS
2034
Nicolet Advisory Services
Wisconsin
$1.29M +$65.9K +470 +7%
CHM
2035
Collaborative Holdings Management
New York
$1.28M -$280K -2,000 -20%
VW
2036
Vantage Wealth
California
$1.28M – – –
MCM
2037
Magnolia Capital Management
New York
$1.28M – – –
MCCA
2038
Mill Creek Capital Advisors
Pennsylvania
$1.28M +$163K +1,160 +17%
BO
2039
Bank OZK
Arkansas
$1.28M +$46.2K +330 +4%
DCM
2040
Driehaus Capital Management
Illinois
$1.27M -$13.2M -93,860 -92%
SBF
2041
Sara-Bay Financial
Florida
$1.27M +$53.3K +380 +5%
PCMC
2042
Paragon Capital Management (Colorado)
Colorado
$1.27M -$265K -1,890 -19%
BFO
2043
Biltmore Family Office
North Carolina
$1.27M -$8.41K -60 -0.8%
WE
2044
Wealth Effects
Massachusetts
$1.26M +$7.01K +50 +0.6%
QCIG
2045
Quad-Cities Investment Group
Iowa
$1.26M +$4.2K +30 +0.4%
SMC
2046
Smith, Moore & Co
Missouri
$1.25M +$32.2K +230 +3%
JCM
2047
Jacobsen Capital Management
Utah
$1.25M +$47.6K +340 +5%
ATS
2048
Ashton Thomas Securities
New York
$1.25M +$992K +7,080 New
OWA
2049
Outlook Wealth Advisors
Texas
$1.24M -$405K -2,890 -27%
BBA
2050
Braun-Bostich & Associates
Pennsylvania
$1.24M -$9.81K -70 -0.9%
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