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AVGO

Name Holding Trade Value Shares
Change 		Change in
Stake
SWM
2026
Seed Wealth Management
Illinois
$1.45M – – –
DCM
2027
DGS Capital Management
New Jersey
$1.44M +$219K +1,363 +19%
FFA
2028
Fi3 Financial Advisors
Indiana
$1.44M +$562K +3,507 +72%
TFIPS
2029
Towarzystwo Funduszy Inwestycyjnych PZU SA
$1.44M -$106K -664 -7%
FOA
2030
Five Oceans Advisors
California
$1.44M -$266K -1,659 -17%
AAP
2031
Arax Advisory Partners
Colorado
$1.43M -$46.2K -288 -3%
PEA
2032
Park Edge Advisors
Ohio
$1.43M -$118K -735 -8%
CCA
2033
Cadent Capital Advisors
Oklahoma
$1.43M +$630K +3,929 +90%
OFG
2034
OmniStar Financial Group
North Carolina
$1.43M -$52.1K -325 -4%
DOA
2035
D'Orazio & Associates
Virginia
$1.42M -$77.4K -483 -6%
BO
2036
Bank OZK
Arkansas
$1.42M +$47K +293 +4%
PWM
2037
Paulson Wealth Management
Illinois
$1.42M +$13.5K +84 +1%
WCA
2038
Waypoint Capital Advisors
Minnesota
$1.41M +$11.1K +69 +0.8%
CWP
2039
Core Wealth Partners
California
$1.41M +$239K +1,490 +22%
KF
2040
KKM Financial
Illinois
$1.41M -$802 -5 -0.1%
CCG
2041
Ceeto Capital Group
Florida
$1.41M -$321K -2,000 -20%
MPCG
2042
Matrix Private Capital Group
New York
$1.41M -$3.85K -24 -0.3%
SMC
2043
Smith, Moore & Co
Missouri
$1.4M +$53.7K +335 +4%
CCWM
2044
Correct Capital Wealth Management
Missouri
$1.4M +$372K +2,321 +40%
KPF
2045
K2 Principal Fund
Ontario, Canada
$1.4M -$941K -5,869 -42%
AGP
2046
Autumn Glory Partners
Texas
$1.4M +$353K +2,202 +41%
CWA
2047
Canvas Wealth Advisors
Kansas
$1.4M -$5.73M -35,729 -82%
KA
2048
Klingman & Associates
New York
$1.39M +$444K +2,771 +52%
RC
2049
Roundview Capital
New Jersey
$1.39M +$381K +2,379 +42%
ATS
2050
Ashton Thomas Securities
New York
$1.39M +$158K +988 +14%
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