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Broadcom
AVGO

Name Holding Trade Value Shares
Change 		Change in
Stake
ICP
2151
Interchange Capital Partners
Pennsylvania
$225K -$39.2K -550 -17%
IWP
2152
Insight Wealth Partners
Texas
$225K +$185K +2,590 New
ONST
2153
Old North State Trust
North Carolina
$223K – – –
AA
2154
AlphaQ Advisors
Florida
$221K +$182K +2,550 New
CWA
2155
Consilio Wealth Advisors
Washington
$220K +$180K +2,530 New
KFG
2156
Kingdom Financial Group
Arizona
$219K +$180K +2,530 New
BWA
2157
Bordeaux Wealth Advisors
California
$219K +$180K +2,520 New
FNBSF
2158
First National Bank Sioux Falls
South Dakota
$219K +$180K +2,520 New
NG
2159
Northstar Group
New York
$219K +$180K +2,520 New
CWM
2160
Curi Wealth Management
North Carolina
$218K +$180K +2,520 New
WP
2161
WMS Partners
Maryland
$218K +$179K +2,510 New
SAM
2162
Satovsky Asset Management
New York
$217K +$178K +2,500 New
BIA
2163
Barry Investment Advisors
Massachusetts
$216K +$178K +2,490 New
SCI
2164
S&CO Inc
Massachusetts
$216K +$178K +2,500 New
ML
2165
McAdam LLC
Pennsylvania
$216K +$178K +2,490 New
WAG
2166
Winthrop Advisory Group
Massachusetts
$215K +$176K +2,470 New
RF
2167
Rollins Financial
Georgia
$215K -$103K -1,450 -37%
OPW
2168
Oxler Private Wealth
New York
$214K +$176K +2,470 New
AWA
2169
Amplius Wealth Advisors
Pennsylvania
$214K +$176K +2,470 New
CWM
2170
Cherrydale Wealth Management
New Jersey
$214K +$176K +2,470 New
AIM
2171
AHL Investment Management
Florida
$213K +$175K +2,460 New
KFP
2172
KB Financial Partners
New Jersey
$213K +$9.98K +140 +6%
MWP
2173
Meridian Wealth Partners
Pennsylvania
$213K +$175K +2,450 New
TFF
2174
The Family Firm
Maryland
$212K +$174K +2,440 New
M1FG
2175
Mach-1 Financial Group
Arkansas
$212K +$174K +2,440 New
85 86
87
88 89