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Broadcom
AVGO

Name Holding Trade Value Shares
Change 		Change in
Stake
CFA
3076
Cahill Financial Advisors
Minnesota
$405K -$105K -498 -17%
CG
3077
Cynosure Group
Utah
$405K +$44.2K +209 +9%
CAM
3078
Concorde Asset Management
Michigan
$405K +$1.48K +7 +0.3%
BCM
3079
Boltwood Capital Management
California
$404K +$135K +638 +36%
CAIMH
3080
Central Asset Investments & Management Holdings
Hong Kong
$404K -$368K -1,740 -42%
KNFPWM
3081
Keeler & Nadler Financial Planning & Wealth Management
Ohio
$403K – – –
GWM
3082
Gibbs Wealth Management
Georgia
$403K +$171K +807 +50%
BFO
3083
Boston Family Office
Massachusetts
$402K +$223K +1,052 +78%
EAM
3084
Empirical Asset Management
Massachusetts
$402K -$22.2M -104,939 -98%
MCAI
3085
Members Capital Advisors Inc
Wisconsin
$402K – – –
WCF
3086
West Coast Financial
California
$402K – – –
BTWM
3087
Brass Tax Wealth Management
Ohio
$402K +$124K +586 +32%
DJSG
3088
D.J. St. Germain
Massachusetts
$401K +$44.7K +211 +10%
EA
3089
Enclave Advisors
Texas
$401K +$53.5K +253 +12%
NAM
3090
NTV Asset Management
West Virginia
$400K +$189K +894 +60%
MCA
3091
MSH Capital Advisors
Arizona
$399K +$423 +2 +0.1%
KA
3092
Kercheville Advisors
Texas
$398K +$49.7K +235 +11%
AMBIA
3093
Allen Mooney & Barnes Investment Advisors
Georgia
$397K -$45.1K -213 -8%
HAC
3094
Harbor Advisory Corp
New Hampshire
$397K – – –
CAGAS
3095
Capital Advisory Group Advisory Services
Minnesota
$396K +$175K +825 +54%
AIM
3096
Avity Investment Management
Connecticut
$395K +$14.8K +70 +3%
VIA
3097
Victrix Investment Advisors
Florida
$395K -$3.17K -15 -0.7%
MFS
3098
McNamara Financial Services
Massachusetts
$393K +$497K +2,348 New
BBI
3099
Baxter Bros Inc
Connecticut
$393K +$63.1K +298 +15%
PFA
3100
Petra Financial Advisors
Colorado
$392K -$1.7M -8,052 -77%
122 123
124
125 126