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Broadcom
AVGO

Name Holding Trade Value Shares
Change 		Change in
Stake
CP
2801
Capital Planning
Washington
$604K -$121K -573 -14%
WF
2802
Wayfinding Financial
Washington
$603K +$11.9K +56 +2%
APG
2803
Abacus Planning Group
South Carolina
$601K +$203K +959 +36%
MTIC
2804
Missouri Trust & Investment Company
Missouri
$597K -$13.3K -63 -2%
CA
2805
CV Advisors
Florida
$597K +$816K +3,854 New
SL
2806
Summitry LLC
California
$595K +$32.2K +152 +4%
UWPG
2807
Ullmann Wealth Partners Group
Florida
$595K +$7.41K +35 +1%
LWM
2808
LeConte Wealth Management
Tennessee
$594K +$751K +3,547 New
T
2809
Transce3nd
Texas
$593K -$352K -1,661 -32%
KWS
2810
Keystone Wealth Services
California
$593K +$97.6K +461 +15%
AGA
2811
Arkos Global Advisors
Texas
$590K +$12.5K +59 +2%
TCPG
2812
Trivant Custom Portfolio Group
California
$589K – – –
BWP
2813
Bernardo Wealth Planning
Pennsylvania
$589K +$253K +1,196 +52%
CWM
2814
Challenger Wealth Management
California
$587K +$9.52K +45 +1%
SGK
2815
Steigerwald Gordon & Koch
Virginia
$586K -$70.5K -333 -9%
SAM
2816
Selway Asset Management
$586K -$222K -1,050 -23%
HA
2817
Harbor Advisors
Florida
$586K – – –
PWP
2818
Principle Wealth Partners
Connecticut
$584K +$115K +544 +18%
MIA
2819
MeadowBrook Investment Advisors
Michigan
$583K +$41.3K +195 +6%
TPWA
2820
TRUE Private Wealth Advisors
Oregon
$580K +$486K +2,298 +197%
ITB
2821
Idaho Trust Bank
Idaho
$579K +$732K +3,457 New
IPAM
2822
Investment Partners Asset Management
New Jersey
$578K -$22.6K -107 -3%
IWA
2823
IVC Wealth Advisors
Pennsylvania
$578K +$181K +856 +33%
HL
2824
HeadInvest LLC
Maine
$575K +$2.96K +14 +0.4%
MAA
2825
Mraz Amerine & Associates
California
$575K – – –
111 112
113
114 115