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Broadcom
AVGO

Name Holding Trade Value Shares
Change 		Change in
Stake
IWM
2026
Iams Wealth Management
Nebraska
$2.91M -$415K -1,913 -15%
MCM
2027
Monument Capital Management
Virginia
$2.91M -$1.65M -7,621 -42%
RMCM
2028
Reynders McVeigh Capital Management
Massachusetts
$2.91M -$50.8K -234 -2%
CG
2029
CFO4Life Group
Texas
$2.9M +$41.7K +192 +2%
ORG
2030
Optimist Retirement Group
Washington
$2.9M -$2.17K -10 -0.1%
CWP
2031
Core Wealth Partners
California
$2.9M +$280K +1,288 +14%
FAIM
2032
Financial Advocates Investment Management
Washington
$2.89M -$2.05M -9,463 -47%
AWA
2033
Amplius Wealth Advisors
Pennsylvania
$2.89M -$59.1K -272 -3%
XF
2034
XML Financial
Maryland
$2.89M +$132K +610 +6%
ICM
2035
IMS Capital Management
Oregon
$2.89M -$277K -1,275 -11%
4WM
2036
44 Wealth Management
Oregon
$2.89M +$64.5K +297 +3%
MWM
2037
MFG Wealth Management
Indiana
$2.89M +$857K +3,945 +60%
FNA
2038
First National Advisers
Nebraska
$2.88M +$173K +797 +8%
WMA
2039
Wealth Management Associates
New Jersey
$2.86M +$10.9K +50 +0.5%
GA
2040
Guerra Advisors
Florida
$2.85M +$286K +1,318 +15%
FIB
2041
First Interstate Bank
Montana
$2.85M -$12.6K -58 -0.6%
OFG
2042
Oxford Financial Group
Indiana
$2.85M +$671K +3,091 +43%
FFC
2043
First Financial Corp
Indiana
$2.84M – – –
BFG
2044
Berger Financial Group
Minnesota
$2.83M -$19.5K -90 -0.9%
AFG
2045
Allegheny Financial Group
Pennsylvania
$2.83M +$45.2K +208 +2%
SFI
2046
SPC Financial Inc
Maryland
$2.83M -$94.7K -436 -4%
WB
2047
Webster Bank
Connecticut
$2.83M -$105K -484 -4%
CIS
2048
Custom Index Systems
New York
$2.83M +$506K +2,330 +29%
LIG
2049
Lokken Investment Group
Delaware
$2.83M +$52.5K +242 +2%
CRI
2050
Colonial River Investments
Virginia
$2.82M -$906K -4,170 -29%
80 81
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83 84