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Broadcom
AVGO

Name Holding Trade Value Shares
Change 		Change in
Stake
GC
3001
GatePass Capital
Ohio
$1.03M +$118K +384 +14%
KW
3002
Keyvantage Wealth
Pennsylvania
$1.02M +$34.1K +111 +4%
RWM
3003
Revisor Wealth Management
Ohio
$1.02M -$129K -419 -12%
HFW
3004
Horizon Family Wealth
Illinois
$1.02M -$395K -1,289 -29%
ACM
3005
Ashford Capital Management
Delaware
$1.02M – – –
DCM
3006
Driehaus Capital Management
Illinois
$1.02M -$547K -1,784 -37%
FCG
3007
Fielder Capital Group
Tennessee
$1.02M +$40.8K +133 +5%
FFG
3008
Fiduciary Financial Group
California
$1.01M -$44.8K -146 -5%
WHC
3009
Wulff, Hansen & Co
California
$1.01M -$24.5K -80 -3%
SWA
3010
Strategies Wealth Advisors
Michigan
$1.01M -$10.4K -34 -1%
AA
3011
Alesco Advisors
New York
$1.01M +$74.2K +242 +9%
WPC
3012
White Pine Capital
Minnesota
$1.01M +$6.44K +21 +0.7%
SWM
3013
SilverOak Wealth Management
Minnesota
$1.01M -$226K -736 -19%
GAA
3014
Global Assets Advisory
Florida
$1.01M +$234K +764 +33%
IJWM
3015
Inman Jager Wealth Management
Mississippi
$1M -$43.3K -141 -4%
GA
3016
Greenspring Advisors
Maryland
$1,000K +$930K +3,030 New
ICM
3017
Ionic Capital Management
New York
$999K +$223K +727 +32%
BCG
3018
Breakwater Capital Group
New Jersey
$996K – – –
SWM
3019
Salvus Wealth Management
New Jersey
$996K +$926K +3,018 New
PAM
3020
Palisade Asset Management
Minnesota
$993K +$14.1K +46 +2%
OPOWM
3021
One Plus One Wealth Management
Florida
$993K -$170K -554 -16%
GWAG
3022
Garrett Wealth Advisory Group
Texas
$991K -$32.2K -105 -3%
GGS
3023
Galvin Gaustad & Stein
Arizona
$990K +$7.36K +24 +0.8%
MCM
3024
Mainstream Capital Management
California
$990K -$9.51K -31 -1%
SWM
3025
StoneCrest Wealth Management
Arizona
$990K -$8.9K -29 -1%
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121
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