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Broadcom
AVGO

Name Holding Trade Value Shares
Change 		Change in
Stake
TWP
2801
Tower Wealth Partners
Pennsylvania
$235K -$159K -1,280 -42%
EIG
2802
Ellenbecker Investment Group
Wisconsin
$234K +$218K +1,760 New
UFA
2803
US Financial Advisors
Massachusetts
$233K +$218K +1,760 New
MCM
2804
Mill Capital Management
North Carolina
$232K -$49.6K -400 -19%
CISOA
2805
Capital Investment Services of America
Wisconsin
$232K +$217K +1,750 New
HR
2806
Hardy Reed
Mississippi
$232K +$217K +1,750 New
IWA
2807
Inspirion Wealth Advisors
Illinois
$232K +$217K +1,750 New
PS
2808
Portfolio Strategies
New York
$232K +$217K +1,750 New
THL
2809
Tillman Hartley LLC
Colorado
$232K +$217K +1,750 New
PI
2810
Parkside Investments
Illinois
$231K +$216K +1,740 New
ONST
2811
Old North State Trust
North Carolina
$231K +$216K +1,740 New
CA
2812
Calton & Associates
Florida
$231K -$45.8K -370 -18%
SAA
2813
Southeast Asset Advisors
Georgia
$230K +$214K +1,730 New
MM
2814
Meridian Management
Arkansas
$229K – – –
HIG
2815
Heritage Investment Group
Florida
$229K +$214K +1,730 New
HWA
2816
Heritage Wealth Advisors
Virginia
$228K – – –
CPW
2817
Crestmont Private Wealth
Texas
$228K +$213K +1,720 New
FBB
2818
Fulton Breakefield Broenniman
Maryland
$228K +$213K +1,720 New
DAM
2819
Derbend Asset Management
Georgia
$228K +$213K +1,720 New
NAMNJ
2820
NorthStar Asset Management (New Jersey)
New Jersey
$227K +$212K +1,710 New
JCFM
2821
JBR Co Financial Management
Oklahoma
$227K +$212K +1,710 New
RCM
2822
Ridgepath Capital Management
Tennessee
$226K -$16.1K -130 -7%
DCBT
2823
Dakota Community Bank & Trust
North Dakota
$225K -$33.5K -270 -14%
BA
2824
Bluesphere Advisors
Pennsylvania
$225K +$211K +1,700 New
NB
2825
Nicolet Bankshares
Wisconsin
$225K +$211K +1,700 New
111 112
113
114 115