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Broadcom
AVGO

Name Holding Trade Value Shares
Change 		Change in
Stake
SC
2701
Solstein Capital
California
$125K – – –
PWA
2702
Providence Wealth Advisors
Illinois
$122K +$8.56M +90,370 +428%
JGIA
2703
Jackson Grant Investment Advisers
Connecticut
$122K -$3.79K -40 -4%
OCM
2704
Orion Capital Management
California
$121K – – –
PA
2705
Pineridge Advisors
Missouri
$119K +$101K +1,070 New
PCMC
2706
Planning Capital Management Corporation
Pennsylvania
$117K +$99.4K +1,050 New
TF
2707
Tompkins Financial
New York
$117K – – –
OCM
2708
Osterweis Capital Management
California
$117K +$28.4K +300 +40%
ACA
2709
American Capital Advisory
Idaho
$117K +$99.4K +1,050 New
IPW
2710
Impact Partnership Wealth
Georgia
$117K -$34.1K -360 -26%
LD
2711
Lipe & Dalton
New York
$117K – – –
SFA
2712
Semmax Financial Advisors
North Carolina
$115K +$20.8K +220 +31%
BHWM
2713
Bay Harbor Wealth Management
Maryland
$114K – – –
PCC
2714
Park Circle Company
Maryland
$112K – – –
SOAMC
2715
Spirit of America Management Corp
New York
$112K +$94.7K +1,000 New
OA
2716
Operose Advisors
Wisconsin
$109K -$75.8K -800 -45%
EWP
2717
Elevation Wealth Partners
California
$106K +$47.3K +500 +64%
T2I
2718
Turim 21 Investimentos
Brazil
$105K – – –
IRAG
2719
Investment Research & Advisory Group
Georgia
$103K +$52.1K +550 +149%
TLA
2720
Tanglewood Legacy Advisors
Texas
$100K – – –
RG
2721
Retirement Group
California
$98.2K -$60.6K -640 -42%
GFPC
2722
Global Financial Private Client
Florida
$96K – – –
CTA
2723
Colonial Trust Advisors
South Carolina
$96K +$947 +10 +1%
CHC
2724
City Holding Co
West Virginia
$94.9K – – –
FFL
2725
Financial Freedom LLC
Ohio
$92.7K – – –
107 108
109
110 111