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Broadcom
AVGO

Name Holding Trade Value Shares
Change 		Change in
Stake
PWP
2501
Private Wealth Partners
California
$2.32M +$802K +2,438 +48%
HIM
2502
Hanlon Investment Management
New Jersey
$2.32M +$29K +88 +1%
PSP
2503
Principal Street Partners
Tennessee
$2.32M -$35.2K -107 -1%
MF
2504
Manchester Financial
California
$2.32M -$15.1K -46 -0.6%
WSFG
2505
Wall Street Financial Group
Illinois
$2.31M -$606K -1,841 -20%
S
2506
SimplyRich
California
$2.31M – – –
4WM
2507
49 Wealth Management
Texas
$2.31M +$156K +473 +7%
KAM
2508
Knightsbridge Asset Management
California
$2.3M +$316K +960 +15%
HPM
2509
Hoxton Planning & Management
West Virginia
$2.3M -$31.3K -95 -1%
TBT
2510
Texas Bank & Trust
Texas
$2.29M -$24.4K -74 -1%
RYIA
2511
Roehl & Yi Investment Advisors
Oregon
$2.29M +$201K +612 +3%
MFS
2512
Monetta Financial Services
Illinois
$2.29M – – –
CLA
2513
Carnegie Lake Advisors
New Jersey
$2.29M -$16.5K -50 -0.7%
CPC
2514
Congress Park Capital
New York
$2.29M +$225K +685 +10%
PAM
2515
Peak Asset Management
Colorado
$2.28M -$30.3K -92 -1%
MSWM
2516
McGlone Suttner Wealth Management
Wisconsin
$2.28M +$56.3K +171 +2%
5NPW
2517
55 North Private Wealth
Florida
$2.27M +$142K +432 +6%
WCM
2518
Washburn Capital Management
Florida
$2.27M -$68.4K -208 -3%
LWM
2519
LeConte Wealth Management
Tennessee
$2.27M -$166K -505 -6%
SFS
2520
Solitude Financial Services
Virginia
$2.27M +$9.54K +29 +0.5%
UAM
2521
Unifi Asset Management
New York
$2.27M +$2.41M +7,324 New
BCG
2522
BayBridge Capital Group
California
$2.26M – – –
WM
2523
Whitford Management
New York
$2.26M +$896K +2,724 +60%
PPG
2524
Peak Planning Group
Colorado
$2.26M -$16.8K -51 -0.7%
LGA
2525
Lebenthal Global Advisors
New York
$2.25M +$312K +948 +15%
99 100
101
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