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Broadcom
AVGO

Name Holding Trade Value Shares
Change 		Change in
Stake
MAM
2326
Martingale Asset Management
Massachusetts
$893K -$12.5M -77,886 -94%
ACM
2327
Argyle Capital Management
Pennsylvania
$891K -$129K -802 -13%
RH
2328
RFG Holdings
Texas
$890K +$80.3K +501 +11%
KWM
2329
Kolinsky Wealth Management
New Jersey
$889K +$36.2K +226 +5%
LAM
2330
Lifestyle Asset Management
Texas
$888K +$46.3K +289 +6%
CWP
2331
Capital Wealth Planning
Florida
$888K +$201K +1,256 +32%
SFG
2332
Sovereign Financial Group
Connecticut
$888K +$10.6K +66 +1%
PFG
2333
PAX Financial Group
Texas
$883K +$146K +910 +22%
VST
2334
Van Strum & Towne
California
$883K +$242K +1,510 +42%
KL
2335
KilterHowling LLC
Colorado
$883K +$14.1K +88 +2%
TL
2336
Tradewinds LLC
North Carolina
$880K -$629K -3,926 -43%
TWA
2337
Talisman Wealth Advisors
New Jersey
$878K -$19.7K -123 -2%
RFA
2338
Resurgent Financial Advisors
Georgia
$878K -$47.9K -299 -6%
EC
2339
EdgeRock Capital
Colorado
$876K +$71.3K +445 +10%
FWA
2340
FOCUS Wealth Advisors
Texas
$873K – – –
IWM
2341
Iams Wealth Management
Nebraska
$873K +$312K +1,948 +63%
IPW
2342
Impact Partnership Wealth
Georgia
$871K +$299K +1,862 +58%
ACC
2343
Acorn Creek Capital
Colorado
$871K -$90.1K -562 -10%
V
2344
VeraBank
Texas
$868K -$9.62K -60 -1%
WP
2345
WealthPLAN Partners
Nebraska
$866K -$1.36M -8,488 -63%
SAF
2346
Smith Anglin Financial
Texas
$865K +$195K +1,217 +32%
FIA
2347
FPC Investment Advisory
California
$865K -$715K -4,460 -47%
GCS
2348
Gordian Capital (Singapore)
Singapore
$864K +$795K +4,961 +9,922%
DA
2349
DCF Advisers
Connecticut
$863K -$762K -4,750 -49%
RRCM
2350
Rappaport Reiches Capital Management
Illinois
$862K -$27.4K -171 -3%
92 93
94
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