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Broadcom
AVGO

Name Holding Trade Value Shares
Change 		Change in
Stake
AI
2751
Accredited Investors
Minnesota
$1.84M +$595K +1,664 +45%
SOAMC
2752
Spirit of America Management Corp
New York
$1.84M +$188K +525 +11%
NAMP
2753
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$1.84M -$53.6K -150 -3%
SWK
2754
Stephen W. Kidder
$1.84M +$1.9M +5,310 New
II
2755
Impact Investors
California
$1.84M -$821K -2,297 -30%
PWP
2756
Principle Wealth Partners
Connecticut
$1.84M +$113K +316 +6%
CG
2757
Curat Global
New Hampshire
$1.83M – – –
ITIM
2758
Indiana Trust & Investment Management
Indiana
$1.83M +$511K +1,430 +37%
OIA
2759
Oakmont Investment Advisors
Pennsylvania
$1.83M +$1.89M +5,297 New
RGF
2760
Retirement Guys Formula
Ohio
$1.83M +$501K +1,401 +36%
SCM
2761
Saxony Capital Management
Missouri
$1.83M +$110K +308 +6%
WF
2762
Whelan Financial
California
$1.83M -$22.2K -62 -1%
TC
2763
TAGStone Capital
North Carolina
$1.83M -$50.4K -141 -3%
1W
2764
1776 Wealth
Georgia
$1.83M +$3.58K +10 +0.2%
OFW
2765
Omnia Family Wealth
Florida
$1.82M -$2.86K -8 -0.2%
IAMOG
2766
Investors Asset Management of Georgia
Georgia
$1.82M – – –
AWM
2767
Affinity Wealth Management
Delaware
$1.82M -$22.9K -64 -1%
CIM
2768
Corda Investment Management
Texas
$1.82M -$3.53M -9,880 -65%
TAM
2769
Townsend Asset Management
North Carolina
$1.82M -$17.5K -49 -0.9%
TTIC
2770
Tower Trust & Investment Company
Iowa
$1.82M +$45.4K +127 +2%
NWMG
2771
National Wealth Management Group
Ohio
$1.81M -$1.04M -2,918 -36%
SAM
2772
Sunstone Asset Management
New York
$1.81M +$1.87M +5,241 New
PB
2773
Prosperity Bancshares
Texas
$1.81M +$1.87M +5,240 New
CWA
2774
Consilio Wealth Advisors
Washington
$1.81M -$22.9K -64 -1%
PFA
2775
Petra Financial Advisors
Colorado
$1.81M -$3.93K -11 -0.2%
109 110
111
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