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Broadcom
AVGO

Name Holding Trade Value Shares
Change 		Change in
Stake
GLLW
2626
Graves Light Lenhart Wealth
Virginia
$533K -$8.02K -50 -2%
WPW
2627
Watershed Private Wealth
Illinois
$532K +$29.5K +184 +6%
ACM
2628
Armbruster Capital Management
New York
$531K +$54.5K +340 +12%
CA
2629
Calton & Associates
Florida
$531K +$493K +3,076 New
NAS
2630
NWF Advisory Services
California
$531K +$290K +1,806 +142%
HVP
2631
Hudson Value Partners
Florida
$530K – – –
CWM
2632
Concentrum Wealth Management
California
$527K +$103K +645 +27%
RT
2633
Rockland Trust
Massachusetts
$526K -$175K -1,090 -26%
SWM
2634
Sagace Wealth Management
Florida
$525K -$2.68M -16,721 -85%
WF
2635
Whelan Financial
California
$525K +$43.6K +272 +10%
CWP
2636
Curated Wealth Partners
California
$525K +$321 +2 +0.1%
PFS
2637
Prospect Financial Services
New York
$525K +$488K +3,042 New
HCMG
2638
Howard Capital Management Group
California
$524K +$277K +1,729 +132%
RWA
2639
Rooted Wealth Advisors
Illinois
$524K -$3.1M -19,316 -87%
AIM
2640
Acropolis Investment Management
Missouri
$524K +$37.8K +236 +8%
GHA
2641
Granite Harbor Advisors
Texas
$523K +$64.6K +403 +15%
I
2642
INVST
Indiana
$522K +$13.5K +84 +3%
YCG
2643
Yeomans Consulting Group
Georgia
$521K +$167K +1,041 +53%
MHC
2644
Meyer Handelman Company
New York
$520K +$2.24K +14 +0.5%
KWS
2645
Keystone Wealth Services
California
$520K +$258K +1,612 +115%
ES
2646
Eagle Strategies
New York
$518K -$30.1K -188 -6%
OBGC
2647
O'Brien Greene & Co
Pennsylvania
$518K -$191K -1,190 -28%
FSA
2648
Financial Sense Advisors
California
$518K – – –
SPI
2649
Sutton Place Investors
New York
$512K +$57.4K +358 +14%
IPW
2650
Invictus Private Wealth
Colorado
$512K -$11.9K -74 -2%
104 105
106
107 108