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AVGO

Name Holding Trade Value Shares
Change 		Change in
Stake
TCOO
2301
Trust Company of Oklahoma
Oklahoma
$3.55M +$400K +998 +12%
ECA
2302
Elevate Capital Advisors
Colorado
$3.54M -$85K -212 -2%
AWA
2303
AGH Wealth Advisors
Kansas
$3.54M +$20.4K +51 +0.5%
BWM
2304
BNB Wealth Management
Maryland
$3.54M -$36.1K -90 -1%
SFWA
2305
Summit Financial Wealth Advisors
Louisiana
$3.54M +$455K +1,135 +14%
TT
2306
TI-Trust
Illinois
$3.53M – – –
1WM
2307
1900 Wealth Management
Texas
$3.53M +$969K +2,416 +35%
HP
2308
Holistic Planning
Texas
$3.53M +$459K +1,146 +14%
VU
2309
Vanderbilt University
Tennessee
$3.52M +$3.74M +9,329 New
JC
2310
JM2 Capital
Oklahoma
$3.52M +$21.7K +54 +0.6%
CFS
2311
Commonwealth Financial Services
West Virginia
$3.52M +$71K +177 +2%
ZI
2312
ZEGA Investments
Florida
$3.51M -$158K -393 -4%
FFG
2313
Forum Finance Group
$3.51M +$2.24M +5,582 +94%
SWA
2314
Stratos Wealth Advisors
Ohio
$3.51M +$451K +1,125 +14%
NLP
2315
Next Level Private
New York
$3.51M -$81.4K -203 -2%
LCM
2316
Lazari Capital Management
California
$3.5M -$521K -1,300 -12%
LP
2317
Longaeva Partners
Illinois
$3.5M +$3.72M +9,270 New
FWP
2318
Forefront Wealth Partners
Texas
$3.5M +$513K +1,279 +16%
CWP
2319
Curated Wealth Partners
California
$3.5M -$231K -577 -6%
CAG
2320
Curtis Advisory Group
California
$3.49M +$30.1K +75 +0.8%
SPW
2321
Signet Private Wealth
Illinois
$3.48M +$151K +377 +4%
EFSCE
2322
Enterprise Financial Services Corp (EFSC)
Missouri
$3.48M +$140K +348 +4%
AT
2323
Adelphi Trust
Florida
$3.47M +$264K +659 +8%
TVWM
2324
Tower View Wealth Management
Wisconsin
$3.47M +$38.9K +97 +1%
BWM
2325
BigSur Wealth Management
Florida
$3.46M +$385K +959 +12%
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