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Broadcom
AVGO

Name Holding Trade Value Shares
Change 		Change in
Stake
GSIAS
2501
Garden State Investment Advisory Services
New Jersey
$563K +$177K +1,260 +57%
WCM
2502
WealthBridge Capital Management
Ohio
$562K -$11.2K -80 -2%
JTWM
2503
Jackson Thornton Wealth Management
Alabama
$562K -$4.2K -30 -0.8%
CP
2504
Capital Planning
Washington
$562K – – –
HA
2505
Harbor Advisors
Florida
$562K – – –
RDWM
2506
Red Door Wealth Management
Tennessee
$559K -$26.6K -190 -5%
CPRC
2507
Consolidated Portfolio Review Corp
New York
$557K -$748K -5,340 -61%
SWM
2508
Stockman Wealth Management
Montana
$557K -$4.2K -30 -0.9%
WLPWM
2509
Walled Lake Planning & Wealth Management
Illinois
$557K – – –
BCMLT
2510
Beacon Capital Management LLC (Tennessee)
Tennessee
$554K +$36.4K +260 +8%
VARA
2511
Value Aligned Research Advisors
New Jersey
$554K +$483K +3,450 New
GA
2512
GSG Advisors
New Jersey
$553K -$11.2K -80 -2%
CF
2513
Clarity Financial
Texas
$552K -$79.9K -570 -14%
CCM
2514
Crew Capital Management
Ohio
$552K -$37.8K -270 -7%
CIM
2515
Contravisory Investment Management
Massachusetts
$549K +$467K +3,330 +3,700%
QPBE
2516
Quintet Private Bank (Europe)
Luxembourg
$545K +$237K +1,690 +142%
JWS
2517
Juncture Wealth Strategies
Arizona
$544K +$475K +3,390 New
IRC
2518
Investors Research Corp
Georgia
$543K – – –
BSSFA
2519
Baron Silver Stevens Financial Advisors
Florida
$542K +$12.6K +90 +3%
NPA
2520
Nichols & Pratt Advisers
Massachusetts
$541K -$70.1K -500 -13%
HL
2521
HeadInvest LLC
Maine
$541K +$16.8K +120 +4%
WCFA
2522
Walkner Condon Financial Advisors
Wisconsin
$541K +$11.2K +80 +2%
VCM
2523
Vivaldi Capital Management
Illinois
$539K +$65.9K +470 +16%
BFC
2524
Bedel Financial Consulting
Indiana
$534K +$26.6K +190 +6%
PCG
2525
PFC Capital Group
California
$534K +$467K +3,330 New
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