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Broadcom
AVGO

Name Holding Trade Value Shares
Change 		Change in
Stake
FCIM
2701
Fairview Capital Investment Management
California
$688K – – –
CFS
2702
Coordinated Financial Services
Colorado
$688K -$26.5K -125 -3%
BFC
2703
Bedel Financial Consulting
Indiana
$688K +$38.9K +184 +6%
IAP
2704
Indie Asset Partners
Indiana
$688K -$263K -1,242 -23%
HS
2705
Horan Securities
United States
$685K -$188K -886 -18%
TCM
2706
Teza Capital Management
Illinois
$685K +$866K +4,091 New
WKSWA
2707
White Knight Strategic Wealth Advisors
New Jersey
$684K -$752K -3,555 -47%
KPF
2708
K2 Principal Fund
Ontario, Canada
$682K -$260K -1,228 -23%
FFO
2709
Fortitude Family Office
Arizona
$681K -$16.9K -80 -2%
WA
2710
Wealthstream Advisors
New York
$681K -$126K -594 -13%
IIM
2711
Ipswich Investment Management
Massachusetts
$681K +$12.7K +60 +1%
KWA
2712
Kellett Wealth Advisors
Ohio
$681K -$83.6K -395 -9%
NWM
2713
Northcape Wealth Management
New York
$680K -$40.2K -190 -4%
JWS
2714
Juncture Wealth Strategies
Arizona
$679K +$59.9K +283 +7%
SL
2715
Sentinus LLC
Illinois
$676K +$101K +479 +13%
CPSAC
2716
Chas P. Smith & Associates (CPS)
Florida
$675K -$6.56K -31 -0.8%
AWM
2717
Affinity Wealth Management
Delaware
$675K -$5.93K -28 -0.7%
CWA
2718
Clarity Wealth Advisors
California
$674K -$2.12K -10 -0.2%
CHC
2719
City Holding Co
West Virginia
$674K +$287K +1,355 +51%
CPW
2720
Catalyst Private Wealth
California
$673K +$1.06K +5 +0.1%
TCOTS
2721
Trust Company of the South
North Carolina
$672K +$28.8K +136 +4%
HCM
2722
Hall Capital Management
Rhode Island
$671K +$10.6K +50 +1%
IPW
2723
Intergy Private Wealth
Colorado
$670K +$15.4K +73 +2%
LCM
2724
Lattice Capital Management
Washington
$670K – – –
CI
2725
Corient IA
Florida
$670K +$847K +4,000 New
107 108
109
110 111