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Broadcom
AVGO

Name Holding Trade Value Shares
Change 		Change in
Stake
CWM
3076
CCG Wealth Management
California
$509K -$30K -162 -7%
TNB
3077
Thomasville National Bank
Georgia
$509K -$25.2K -136 -6%
TFM
3078
TFC Financial Management
Massachusetts
$508K -$11.1K -60 -3%
GPW
3079
Genesis Private Wealth
Virginia
$508K +$405K +2,189 New
DJSG
3080
D.J. St. Germain
Massachusetts
$506K +$200K +1,084 +99%
AB
3081
ANB Bank
Colorado
$506K +$404K +2,184 New
WWA
3082
Wealth Watch Advisors
Colorado
$506K +$407K +2,198 New
AP
3083
Atwood & Palmer
Missouri
$506K +$37.4K +202 +10%
CAM
3084
Concorde Asset Management
Michigan
$505K -$31.1K -168 -7%
WIM
3085
Waverton Investment Management
United Kingdom
$505K +$165K +890 +69%
SWM
3086
StoneCrest Wealth Management
Arizona
$505K +$403K +2,177 New
OMIC
3087
Old Mission Investment Co
Michigan
$504K – – –
NAS
3088
NWF Advisory Services
California
$504K -$167K -901 -29%
CWP
3089
Curated Wealth Partners
California
$504K -$161K -868 -29%
BP
3090
BBR Partners
New York
$503K -$425K -2,300 -51%
SF
3091
Safeguard Financial
Wisconsin
$502K -$139K -752 -26%
GVIC
3092
Global Value Investment Corporation
Wisconsin
$498K +$398K +2,150 New
SGI
3093
Summit Global Investments
Utah
$498K -$1.28M -6,907 -76%
EBSAM
3094
Eubel Brady & Suttman Asset Management
Ohio
$498K -$129K -700 -25%
KA
3095
Kercheville Advisors
Texas
$496K – – –
EA
3096
Enclave Advisors
Texas
$496K +$1.67K +9 +0.4%
SWRP
3097
Summit Wealth & Retirement Planning
California
$494K +$394K +2,130 New
APWM
3098
Anchor Pointe Wealth Management
Missouri
$494K +$387K +2,095 New
MKA
3099
M. Kulyk & Associates
Georgia
$492K -$69.9K -378 -15%
IWS
3100
Integrity Wealth Solutions
Colorado
$492K +$392K +2,121 New
122 123
124
125 126