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Broadcom
AVGO

Name Holding Trade Value Shares
Change 		Change in
Stake
BMCM
3001
Burns Matteson Capital Management
New York
$560K +$115K +622 +35%
CF
3002
Clarity Financial
Texas
$559K -$177K -958 -28%
IAA
3003
Ironsides Asset Advisors
North Carolina
$559K +$18.5K +100 +4%
KFA
3004
Kelleher Financial Advisors
New York
$558K +$227K +1,225 +104%
WA
3005
WPG Advisers
Maryland
$558K +$445K +2,405 New
MAG
3006
Mayfair Advisory Group
Alabama
$557K +$17K +92 +4%
WCF
3007
West Coast Financial
California
$556K -$2.22K -12 -0.5%
MCAI
3008
Members Capital Advisors Inc
Wisconsin
$556K – – –
JHCP
3009
Jackson Hole Capital Partners
Oklahoma
$556K +$116K +628 +35%
AWM
3010
Austin Wealth Management
Texas
$554K +$106K +575 +33%
AOI
3011
Auto-Owners Insurance
Michigan
$554K – – –
KNFPWM
3012
Keeler & Nadler Financial Planning & Wealth Management
Ohio
$553K – – –
SA
3013
Scarborough Advisors
Maryland
$553K +$101K +547 +30%
CBA
3014
Coastal Bridge Advisors
Connecticut
$553K +$740 +4 +0.2%
MCA
3015
MSH Capital Advisors
Arizona
$553K -$61K -330 -12%
HAC
3016
Harbor Advisory Corp
New Hampshire
$549K – – –
VAG
3017
VisionPoint Advisory Group
Texas
$549K -$72.9K -394 -14%
IWN
3018
Independent Wealth Network
Iowa
$548K +$56.6K +306 +15%
OWA
3019
Opal Wealth Advisors
New York
$548K +$27.9K +151 +7%
DW30
3020
Drucker Wealth 3.0
New Jersey
$548K +$187K +1,010 +75%
WLIM
3021
White Lighthouse Investment Management
Massachusetts
$547K +$11.3K +61 +3%
BA
3022
Bristlecone Advisors
Washington
$545K – – –
TPW
3023
Talon Private Wealth
Florida
$544K +$91.4K +494 +27%
TCM
3024
Thoma Capital Management
Maryland
$543K +$433K +2,343 New
PCM
3025
Permanent Capital Management
Illinois
$543K +$433K +2,342 New
119 120
121
122 123