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Broadcom
AVGO

Name Holding Trade Value Shares
Change 		Change in
Stake
PO
2901
Private Ocean
California
$152K – – –
FSWA
2902
Financial Synergies Wealth Advisors
Texas
$152K +$42.1K +340 +42%
SC
2903
Solstein Capital
California
$148K – – –
RFG
2904
RFP Financial Group
Georgia
$147K -$14.9K -120 -10%
AFS
2905
Annapolis Financial Services
Maryland
$144K +$37.2K +300 +38%
OCM
2906
Orion Capital Management
California
$143K – – –
BBPWM
2907
Blue Bell Private Wealth Management
Pennsylvania
$142K -$12.4K -100 -9%
NF
2908
Norwood Financial
Pennsylvania
$139K +$37.2K +300 +40%
LD
2909
Lipe & Dalton
New York
$139K – – –
BHWM
2910
Bay Harbor Wealth Management
Maryland
$138K +$2.48K +20 +2%
EWP
2911
Elevation Wealth Partners
California
$138K -$29.7K -240 -19%
WWP
2912
WR Wealth Planners
Missouri
$135K +$126K +1,020 New
PCMC
2913
Planning Capital Management Corporation
Pennsylvania
$134K -$4.96K -40 -4%
PCC
2914
Park Circle Company
Maryland
$133K – – –
SOAMC
2915
Spirit of America Management Corp
New York
$133K – – –
MFC
2916
Mechanics Financial Corp
Ohio
$133K +$124K +1,000 New
PP
2917
Pingora Partners
Wyoming
$133K +$124K +1,000 New
FIM
2918
Fernwood Investment Management
Massachusetts
$131K +$123K +990 New
IPW
2919
Impact Partnership Wealth
Georgia
$130K -$8.67K -70 -7%
FFA
2920
Frazier Financial Advisors
Ohio
$126K +$17.3K +140 +17%
T2I
2921
Turim 21 Investimentos
Brazil
$125K – – –
CSWM
2922
Cassady Schiller Wealth Management
Ohio
$123K +$26K +210 +29%
T
2923
Tidemark
California
$121K +$32.2K +260 +40%
CPG
2924
Cornerstone Planning Group
New Jersey
$121K -$28.5K -230 -19%
IRAG
2925
Investment Research & Advisory Group
Georgia
$121K -$1.24K -10 -1%
115 116
117
118 119