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Broadcom
AVGO

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