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Broadcom
AVGO

Name Holding Trade Value Shares
Change 		Change in
Stake
KNFPWM
2801
Keeler & Nadler Financial Planning & Wealth Management
Ohio
$411K +$5.61K +35 +1%
DFA
2802
DHK Financial Advisors
New Hampshire
$411K -$4.33K -27 -1%
CIS
2803
Custom Index Systems
New York
$411K +$8.18K +51 +2%
CBA
2804
Coastal Bridge Advisors
Connecticut
$411K -$4.81K -30 -1%
MPW
2805
Monterey Private Wealth
California
$410K +$14.3K +89 +4%
HAC
2806
Harbor Advisory Corp
New Hampshire
$409K – – –
MAG
2807
Mayfair Advisory Group
Alabama
$408K -$160 -1 -0%
AWM
2808
Atticus Wealth Management
Florida
$407K -$43K -268 -10%
GAMC
2809
Garner Asset Management Corp
Texas
$407K -$2.53M -15,751 -87%
CWM
2810
CCG Wealth Management
California
$407K -$22.8K -142 -6%
BA
2811
Bristlecone Advisors
Washington
$405K -$17.6K -110 -4%
CAM
2812
Concorde Asset Management
Michigan
$405K +$22.1K +138 +6%
OFW
2813
Omnia Family Wealth
Florida
$405K +$112K +697 +42%
EFG
2814
Ehrlich Financial Group
California
$404K +$16.5K +103 +5%
AFP
2815
Alpha Financial Partners
Kentucky
$404K +$376K +2,343 New
HCA
2816
Heck Capital Advisors
Wisconsin
$404K -$11.1K -69 -3%
JGIA
2817
Jackson Grant Investment Advisers
Connecticut
$403K +$481 +3 +0.1%
FCM
2818
Family Capital Management
Michigan
$402K +$74.1K +462 +25%
TNB
2819
Thomasville National Bank
Georgia
$402K +$40.1K +250 +12%
AI
2820
Accredited Investors
Minnesota
$402K +$4.65K +29 +1%
DWAM
2821
Duncan Williams Asset Management
Tennessee
$401K +$373K +2,325 New
NWA
2822
Navis Wealth Advisors
New York
$401K +$16.7K +104 +5%
NG
2823
Northstar Group
New York
$400K – – –
BWM
2824
BCS Wealth Management
Tennessee
$399K +$109K +681 +42%
WP
2825
WMS Partners
Maryland
$399K +$137K +853 +58%
111 112
113
114 115