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AVGO

Name Holding Trade Value Shares
Change 		Change in
Stake
TFA
2026
Trinity Financial Advisors
Ohio
$3.77M +$49.1K +160 +1%
MWPCG
2027
Measured Wealth Private Client Group
New Hampshire
$3.77M +$34.7K +113 +1%
SFG
2028
Snider Financial Group
Washington
$3.76M -$582K -1,896 -14%
PAM
2029
Paradigm Asset Management
New York
$3.76M – – –
UHC
2030
Union Heritage Capital
Michigan
$3.76M – – –
OHWP
2031
Oak Harbor Wealth Partners
North Carolina
$3.76M -$116K -379 -3%
OW
2032
Olistico Wealth
Oklahoma
$3.76M -$22.1K -72 -0.6%
VBFG
2033
Vishria Bird Financial Group
Tennessee
$3.76M +$3.49M +11,383 New
TT
2034
TI-Trust
Illinois
$3.75M +$12.3K +40 +0.4%
TPW
2035
Transatlantique Private Wealth
New York
$3.75M -$99.1K -323 -3%
GWM
2036
GDS Wealth Management
Texas
$3.75M +$120K +392 +4%
PMA
2037
Prudent Man Advisors
Illinois
$3.74M -$912K -2,973 -21%
GA
2038
Guerra Advisors
Florida
$3.74M +$298K +970 +9%
GCA
2039
Genesee Capital Advisors
New York
$3.73M -$4.6K -15 -0.1%
MWM
2040
Mindset Wealth Management
Indiana
$3.73M -$614 -2 -0%
SAM
2041
Silphium Asset Management
United Kingdom
$3.72M -$1.94M -6,315 -36%
ILI
2042
Invesco LLC (Illinois)
Illinois
$3.72M +$33.1K +108 +1%
PNC
2043
Park National Corp
Ohio
$3.72M +$1.23K +4 +0%
RWM
2044
Riverbend Wealth Management
South Carolina
$3.72M -$53.4K -174 -2%
BFG
2045
Beacon Financial Group
Texas
$3.71M +$138K +450 +4%
ISFAN
2046
Investor's Fiduciary Advisor Network
Washington
$3.69M -$631K -2,056 -16%
AFG
2047
ABLE Financial Group
Arizona
$3.69M +$39.3K +128 +1%
HBW
2048
Hazlett, Burt & Watson
West Virginia
$3.69M +$483K +1,576 +16%
FCB
2049
First County Bank
Connecticut
$3.69M -$152K -494 -4%
PL
2050
Plancorp LLC
Missouri
$3.69M -$213K -694 -6%
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