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Broadcom
AVGO

Name Holding Trade Value Shares
Change 		Change in
Stake
OCPWS
2926
One Charles Private Wealth Services
Massachusetts
$629K +$50.7K +274 +11%
FCA
2927
Fortis Capital Advisors
Kansas
$628K -$858K -4,640 -55%
OAM
2928
Occidental Asset Management
California
$628K -$159K -861 -24%
PWM
2929
Partners Wealth Management
California
$628K +$501K +2,709 New
NAMNJ
2930
NorthStar Asset Management (New Jersey)
New Jersey
$622K +$30.1K +163 +6%
EA
2931
Echo45 Advisors
California
$622K +$44K +238 +10%
SEP
2932
Southland Equity Partners
Missouri
$622K -$36.1K -195 -7%
PAWA
2933
Palo Alto Wealth Advisors
California
$621K +$44.6K +241 +10%
FNBOO
2934
First National Bank of Omaha
Nebraska
$621K – – –
BOJHT
2935
Bank of Jackson Hole Trust
Wyoming
$621K +$496K +2,680 New
BTD
2936
BankPlus Trust Department
Mississippi
$621K +$495K +2,679 New
WH
2937
Wallace Hart
Kentucky
$621K +$43.1K +233 +10%
IA
2938
IMZ Advisory
Florida
$620K -$273K -1,475 -36%
PA
2939
PharVision Advisers
Florida
$619K +$494K +2,669 New
AIA
2940
Alternative Investment Advisors
Florida
$619K -$1.24M -6,698 -72%
CHC
2941
City Holding Co
West Virginia
$619K +$247K +1,338 +101%
4A
2942
4Wealth Advisors
Illinois
$618K +$493K +2,666 New
GC
2943
GFG Capital
Florida
$617K +$9.99K +54 +2%
MHWM
2944
Montz Harcus Wealth Management
Louisiana
$617K -$43.6K -236 -8%
DFP
2945
Defined Financial Planning
California
$617K +$492K +2,660 New
MWP
2946
Madison Wealth Partners
Wisconsin
$615K -$37.5K -203 -7%
E3F
2947
Eight 31 Financial
Texas
$614K -$129K -700 -21%
WWP
2948
Wise Wealth Partners
Arizona
$614K +$490K +2,649 New
EIP
2949
Ellis Investment Partners
Pennsylvania
$614K -$17.2K -93 -3%
JWA
2950
JFS Wealth Advisors
Pennsylvania
$614K +$33.1K +179 +7%
116 117
118
119 120