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Broadcom
AVGO

Name Holding Trade Value Shares
Change 		Change in
Stake
KMWM
2551
Keudell/Morrison Wealth Management
Oregon
$1.08M -$44.8K -242 -5%
WA
2552
Wealthstream Advisors
New York
$1.08M +$12.9K +70 +2%
MWM
2553
Merriman Wealth Management
Washington
$1.08M +$29.8K +161 +4%
MAM
2554
Milestone Asset Management
Pennsylvania
$1.08M +$16.8K +91 +2%
OL
2555
one8zero8 LLC
North Carolina
$1.07M +$856K +4,627 New
HFW
2556
Horizon Family Wealth
Illinois
$1.07M -$124K -670 -13%
MWA
2557
Motive Wealth Advisors
Michigan
$1.07M +$778K +4,209 +1,076%
PMSA
2558
Patrick M. Sweeney & Associates
Illinois
$1.07M -$925 -5 -0.1%
WF
2559
Whelan Financial
California
$1.06M +$287K +1,551 +51%
BBWP
2560
Beacon Bridge Wealth Partners
Pennsylvania
$1.06M -$69.4K -375 -8%
BSB
2561
Bangor Savings Bank
Maine
$1.06M +$25.9K +140 +3%
SSW
2562
Smith Shellnut Wilson
Mississippi
$1.06M +$33.8K +183 +4%
NWAG
2563
Net Worth Advisory Group
Utah
$1.06M -$405K -2,188 -32%
SFS
2564
Security Financial Services
Indiana
$1.06M +$30.9K +167 +4%
LCM
2565
LRT Capital Management
Texas
$1.06M +$845K +4,568 New
SAM
2566
Selway Asset Management
$1.05M – – –
MC
2567
Marest Capital
California
$1.05M +$8.51K +46 +1%
TCBWMS
2568
Texas Capital Bank Wealth Management Services
Texas
$1.05M +$71K +384 +9%
CFD
2569
Creative Financial Designs
Indiana
$1.05M +$2.4K +13 +0.3%
SWP
2570
Semus Wealth Partners
Florida
$1.05M +$5.92K +32 +0.7%
OIM
2571
Oder Investment Management
California
$1.04M – – –
AWM
2572
Aries Wealth Management
Maine
$1.04M – – –
FH
2573
FWG Holdings
Florida
$1.04M +$7.4K +40 +0.8%
ACC
2574
Acorn Creek Capital
Colorado
$1.04M -$107K -579 -11%
LOIP
2575
Live Oak Investment Partners
Texas
$1.03M – – –
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