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Broadcom
AVGO

Name Holding Trade Value Shares
Change 		Change in
Stake
GA
2601
Goldstein Advisors
Wisconsin
$2.54M +$238K +594 +10%
AIM
2602
Athena Investment Management
California
$2.54M -$22.5K -56 -0.8%
GC
2603
Gilbert & Cook
Iowa
$2.54M +$964K +2,405 +56%
AAA
2604
Adams Asset Advisors
Texas
$2.53M – – –
CWG
2605
Crown Wealth Group
North Carolina
$2.53M +$64.2K +160 +2%
VP
2606
Verum Partners
North Carolina
$2.53M +$20.4K +51 +0.8%
PWP
2607
Phillips Wealth Planners
Mississippi
$2.52M +$9.62K +24 +0.4%
GA
2608
Greenspring Advisors
Maryland
$2.52M +$269K +670 +11%
W
2609
Wealthquest
Ohio
$2.52M +$410K +1,023 +18%
AWM
2610
Accel Wealth Management
Iowa
$2.52M +$17.2K +43 +0.6%
QCIG
2611
Quad-Cities Investment Group
Iowa
$2.52M -$71.8K -179 -3%
ES
2612
Element Squared
Minnesota
$2.52M +$2.67M +6,663 New
BWM
2613
Bullock Wealth Management
Indiana
$2.52M +$2.73M +6,814 New
SW
2614
SkyOak Wealth
Michigan
$2.51M -$682K -1,700 -20%
JPMIA
2615
J.P. Marvel Investment Advisors
Massachusetts
$2.51M +$45.3K +113 +2%
GPI
2616
General Partner Inc
Pennsylvania
$2.5M – – –
ASBI
2617
American State Bank (Iowa)
Iowa
$2.5M -$39.3K -98 -1%
LIA
2618
LBMC Investment Advisors
Tennessee
$2.5M +$460K +1,147 +21%
CAL
2619
Capital Advisors Ltd
Ohio
$2.5M -$229K -570 -8%
BCM
2620
Bancreek Capital Management
California
$2.49M -$539K -1,345 -17%
LIM
2621
Letson Investment Management
Georgia
$2.49M – – –
ACMA
2622
Arbor Capital Management (Alaska)
Alaska
$2.48M -$335K -836 -11%
PWP
2623
Private Wealth Partners
California
$2.48M -$370K -922 -12%
TWM
2624
Thrive Wealth Management
Pennsylvania
$2.48M +$79.4K +198 +3%
DJYG
2625
David J. Yvars Group
Florida
$2.48M +$1.03M +2,568 +64%
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