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Broadcom
AVGO

Name Holding Trade Value Shares
Change 		Change in
Stake
GWP
2901
Gateway Wealth Partners
Wisconsin
$279K +$7.01K +50 +3%
HIG
2902
Heritage Investment Group
Florida
$278K – – –
CAM
2903
Clark Asset Management
New Hampshire
$278K +$5.61K +40 +2%
RIG
2904
RiverFront Investment Group
Virginia
$278K +$2.42M +17,300 New
HWA
2905
Heritage Wealth Advisors
Virginia
$276K – – –
DAC
2906
Dividend Assets Capital
South Carolina
$276K +$14K +100 +6%
SAA
2907
Southeast Asset Advisors
Georgia
$275K -$2.8K -20 -1%
KPWG
2908
KFA Private Wealth Group
Virginia
$275K -$40.6K -290 -15%
CIM
2909
Corbyn Investment Management
Maryland
$275K -$57.5K -410 -19%
SL
2910
Summitry LLC
California
$275K -$42K -300 -15%
OPWM
2911
Oakwell Private Wealth Management
Texas
$275K +$240K +1,710 New
RCM
2912
Ridgepath Capital Management
Tennessee
$273K – – –
HCP
2913
Hexagon Capital Partners
Arkansas
$273K +$23.8K +170 +11%
HPIA
2914
Hamilton Point Investment Advisors
North Carolina
$273K +$238K +1,700 New
MCM
2915
Morton Capital Management
California
$273K +$238K +1,700 New
TWP
2916
Tower Wealth Partners
Pennsylvania
$273K -$9.81K -70 -4%
NB
2917
Nicolet Bankshares
Wisconsin
$273K – – –
SRWM
2918
Shira Ridge Wealth Management
California
$273K +$14K +100 +6%
NRI
2919
NFP Retirement Inc
California
$273K +$237K +1,690 New
FFWM
2920
Future Financial Wealth Management
Ohio
$272K +$19.6K +140 +9%
HTHT
2921
Hemenway Trust Hemenway Trust
New Hampshire
$271K -$14K -100 -6%
IWA
2922
Inspirion Wealth Advisors
Illinois
$271K -$8.41K -60 -3%
AT
2923
Arvest Trust
Oklahoma
$270K -$57.5K -410 -20%
ACM
2924
Alamar Capital Management
California
$270K +$235K +1,680 New
TWM
2925
TMD Wealth Management
Arizona
$270K +$235K +1,680 New
115 116
117
118 119