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Broadcom
AVGO

Name Holding Trade Value Shares
Change 		Change in
Stake
JLBC
2651
J.L. Bainbridge & Co
Florida
$1.2M – – –
BCMLT
2652
Beacon Capital Management LLC (Tennessee)
Tennessee
$1.2M -$28.4K -131 -3%
CSA
2653
Cottage Street Advisors
Massachusetts
$1.2M +$28K +129 +3%
ECA
2654
Elevated Capital Advisors
Utah
$1.2M – – –
LFS
2655
Legacy Financial Strategies
Kansas
$1.19M +$499K +2,299 +114%
PCM
2656
Park Capital Management
Wisconsin
$1.19M +$439K +2,020 +88%
SIS
2657
Sound Income Strategies
Florida
$1.19M +$578K +2,663 +162%
SGCA
2658
Steel Grove Capital Advisors
Tennessee
$1.19M +$217 +1 +0%
COCM
2659
Charter Oak Capital Management
New Hampshire
$1.19M -$65.8K -303 -7%
GTAM
2660
Global Trust Asset Management
Florida
$1.18M +$373K +1,720 +67%
OIM
2661
Oder Investment Management
California
$1.18M +$434 +2 +0%
CCG
2662
Catalina Capital Group
California
$1.18M -$455K -2,096 -33%
DIM
2663
Delta Investment Management
California
$1.18M -$105K -484 -10%
WF
2664
Whelan Financial
California
$1.18M -$32.8K -151 -3%
KMWM
2665
Keudell/Morrison Wealth Management
Oregon
$1.17M -$33.4K -154 -3%
WA
2666
Win Advisors
Florida
$1.17M -$183K -841 -17%
PWP
2667
Private Wealth Partners
California
$1.17M +$5.21K +24 +0.6%
HA
2668
Hofer & Associates
California
$1.17M -$6.3K -29 -0.7%
SC
2669
Scholtz & Company
Connecticut
$1.17M +$3.91K +18 +0.4%
BFA
2670
Beacon Financial Advisory
Ohio
$1.16M +$17.8K +82 +2%
WKWM
2671
Walter & Keenan Wealth Management
Indiana
$1.16M +$302K +1,389 +49%
KL
2672
KilterHowling LLC
Colorado
$1.16M -$2.17K -10 -0.2%
HCWM
2673
Hidden Cove Wealth Management
Washington
$1.16M +$191K +878 +27%
KCFA
2674
Key Client Fiduciary Advisors
New Jersey
$1.15M +$69.3K +319 +8%
HCM
2675
Hall Capital Management
Rhode Island
$1.15M +$37.1K +171 +4%
105 106
107
108 109