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Broadcom
AVGO

Name Holding Trade Value Shares
Change 		Change in
Stake
CWP
2126
Core Wealth Partners
California
$2.03M +$106K +573 +7%
BAM
2127
Beaumont Asset Management
Texas
$2.02M -$37.4K -202 -2%
FC
2128
Franchise Capital
Cayman Islands
$2.02M +$1.61M +8,700 New
ST
2129
Sabal Trust
Florida
$2.01M +$353K +1,910 +28%
DA
2130
Drake & Associates
Wisconsin
$2.01M +$427K +2,311 +35%
PFA
2131
Pathway Financial Advisors
Vermont
$2.01M -$9.25K -50 -0.6%
MWA
2132
Midland Wealth Advisors
Illinois
$2M -$65.8K -356 -4%
CHAM
2133
Clear Harbor Asset Management
Connecticut
$2M +$26.8K +145 +2%
BIM
2134
Bullseye Investment Management
Ohio
$2M +$1.59M +8,600 New
ALAM
2135
Asahi Life Asset Management
Japan
$1.99M +$231K +1,250 +17%
CFFP
2136
Center for Financial Planning
Michigan
$1.99M +$15.5K +84 +1%
OFS
2137
Orrstown Financial Services
Pennsylvania
$1.99M +$1.11K +6 +0.1%
NRC
2138
New Republic Capital
North Carolina
$1.98M +$136K +737 +9%
WH
2139
Willner & Heller
California
$1.98M -$66.2K -358 -4%
EFA
2140
Evernest Financial Advisors
Indiana
$1.98M +$555K +3,000 +54%
S
2141
SharpePoint
Arizona
$1.98M +$1.58M +8,530 New
BFO
2142
Biltmore Family Office
North Carolina
$1.98M -$102K -550 -6%
NIWA
2143
New Insight Wealth Advisors
California
$1.98M -$32.9K -178 -2%
FFG
2144
Floyd Financial Group
Missouri
$1.97M +$1.62M +8,768 New
KA
2145
Klingman & Associates
New York
$1.96M +$71.9K +389 +5%
EWM
2146
Evermay Wealth Management
Virginia
$1.96M -$60.1K -325 -4%
FFA
2147
Fi3 Financial Advisors
Indiana
$1.96M +$19.6K +106 +1%
OFG
2148
OmniStar Financial Group
North Carolina
$1.96M +$33.5K +181 +2%
CLA
2149
Carnegie Lake Advisors
New Jersey
$1.96M -$153K -829 -9%
WFA
2150
WMG Financial Advisors
Tennessee
$1.95M +$66.4K +359 +4%
84 85
86
87 88