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Broadcom
AVGO

Name Holding Trade Value Shares
Change 		Change in
Stake
OWA
3051
Opal Wealth Advisors
New York
$956K +$45.7K +149 +5%
CAM
3052
Concorde Asset Management
Michigan
$956K +$859K +2,799 New
EL
3053
Essex LLC
Illinois
$952K -$78.2K -255 -8%
WPW
3054
Watershed Private Wealth
Illinois
$951K -$4.91K -16 -0.6%
AIA
3055
Allied Investment Advisors
Montana
$951K +$613K +1,999 +226%
NI
3056
Natural Investments
California
$950K +$3.99K +13 +0.5%
TS
3057
TradeWell Securities
Indiana
$947K +$1.53K +5 +0.2%
CFA
3058
Cahill Financial Advisors
Minnesota
$943K +$46.9K +153 +6%
KWM
3059
KFG Wealth Management
Indiana
$943K +$109K +355 +14%
MWP
3060
Madison Wealth Partners
Wisconsin
$943K +$31.3K +102 +4%
CIM
3061
Contravisory Investment Management
Massachusetts
$940K -$66.9K -218 -7%
TS
3062
Tamar Securities
California
$939K -$35K -114 -4%
BFO
3063
Boston Family Office
Massachusetts
$939K -$38.3K -125 -4%
OCPWS
3064
One Charles Private Wealth Services
Massachusetts
$939K -$22.1K -72 -2%
AIM
3065
Avity Investment Management
Connecticut
$939K -$15.3K -50 -2%
VWWMG
3066
Vermillion & White Wealth Management Group
Pennsylvania
$937K – – –
AIFAIM
3067
American Institute for Advanced Investment Management
Arizona
$935K – – –
WW
3068
Westshore Wealth
California
$935K -$53.7K -175 -6%
AIM
3069
Acropolis Investment Management
Missouri
$933K +$53.4K +174 +5%
MFG
3070
Midwest Financial Group
Kansas
$933K -$32.2K -105 -4%
OPWM
3071
Oakwell Private Wealth Management
Texas
$931K -$6.14K -20 -0.7%
MA
3072
MAS Advisors
Florida
$931K – – –
AHB
3073
Abner Herrman & Brock
New Jersey
$928K +$863K +2,813 New
FBT
3074
First Bank & Trust
South Dakota
$927K -$30.4K -99 -3%
NC
3075
North Capital
Utah
$927K -$40.2K -131 -4%
121 122
123
124 125