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Broadcom
AVGO

Name Holding Trade Value Shares
Change 		Change in
Stake
CWM
2501
Concentrum Wealth Management
California
$1.95M +$220K +717 +14%
PWAM
2502
Private Wealth Asset Management
Iowa
$1.94M +$150K +490 +9%
RB
2503
Renasant Bank
Mississippi
$1.94M -$191K -621 -10%
MAG
2504
M3 Advisory Group
Massachusetts
$1.94M +$74.5K +243 +4%
AA
2505
Auxano Advisors
Washington
$1.93M -$20.2K -66 -1%
UB
2506
Umpqua Bank
Oregon
$1.93M +$272K +885 +19%
1WM
2507
1858 Wealth Management
Ohio
$1.93M +$286K +932 +19%
CPM
2508
Connective Portfolio Management
New York
$1.92M -$767K -2,500 -30%
FAN
2509
Financial Advisors Network
California
$1.92M +$8.9K +29 +0.5%
SC
2510
Sepio Capital
Utah
$1.92M +$1.3M +4,228 +265%
WFA
2511
Wellspring Financial Advisors
Ohio
$1.92M -$233K -760 -12%
CCP
2512
Cassia Capital Partners
North Carolina
$1.92M +$124K +405 +7%
SIS
2513
Sound Income Strategies
Florida
$1.92M +$386K +1,258 +29%
KIC
2514
Kensington Investment Counsel
California
$1.92M +$158K +516 +10%
V
2515
VeraBank
Texas
$1.92M -$24.5K -80 -1%
FSA
2516
Financial Security Advisor
Virginia
$1.91M +$15.3K +50 +0.9%
LRWA
2517
Long Run Wealth Advisors
New York
$1.91M -$347K -1,131 -16%
AI
2518
Axecap Investments
Ohio
$1.9M +$1.77M +5,772 New
CAU
2519
Caxton Associates (UK)
$1.9M -$31.4M -102,351 -95%
ESBC
2520
E.S. Barr & Co
Kentucky
$1.9M -$21.5K -70 -1%
TWA
2521
TCI Wealth Advisors
Arizona
$1.9M +$61.4K +200 +4%
ECA
2522
Elevated Capital Advisors
Utah
$1.89M -$432K -1,408 -20%
RPGK
2523
Retirement Planning Group (Kansas)
Kansas
$1.89M +$537K +1,749 +44%
GCP
2524
GSA Capital Partners
United Kingdom
$1.89M -$4.34M -14,134 -71%
CPRC
2525
Consolidated Portfolio Review Corp
New York
$1.88M -$7.67K -25 -0.4%
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