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Broadcom
AVGO

Name Holding Trade Value Shares
Change 		Change in
Stake
DJSG
3101
D.J. St. Germain
Massachusetts
$177K -$78.5K -560 -34%
AFS
3102
Annapolis Financial Services
Maryland
$175K – – –
CTA
3103
Colonial Trust Advisors
South Carolina
$170K -$14K -100 -9%
LD
3104
Lipe & Dalton
New York
$169K – – –
FFA
3105
Frazier Financial Advisors
Ohio
$169K +$14K +100 +11%
EWP
3106
Elevation Wealth Partners
California
$167K – – –
PCC
3107
Park Circle Company
Maryland
$161K – – –
SWP
3108
SIMA Wealth Partners
Virginia
$161K +$140K +1,000 New
OCM
3109
Orion Capital Management
California
$157K -$14K -100 -9%
T
3110
Tidemark
California
$156K +$8.41K +60 +7%
PAM
3111
Pinpoint Asset Management
Hong Kong
$154K -$2.94M -20,980 -96%
PP
3112
Pingora Partners
Wyoming
$153K -$7.01K -50 -5%
BTC
3113
Bank & Trust Company
Illinois
$153K +$133K +950 New
T2I
3114
Turim 21 Investimentos
Brazil
$151K – – –
CSWM
3115
Cassady Schiller Wealth Management
Ohio
$149K – – –
SFA
3116
Semmax Financial Advisors
North Carolina
$148K +$1.07M +7,610 +411%
CPG
3117
Cornerstone Planning Group
New Jersey
$148K +$1.32M +9,450 +995%
FIA
3118
FPC Investment Advisory
California
$147K +$1.14M +8,160 +658%
IRAG
3119
Investment Research & Advisory Group
Georgia
$146K – – –
TLA
3120
Tanglewood Legacy Advisors
Texas
$144K – – –
BHWM
3121
Bay Harbor Wealth Management
Maryland
$143K -$21K -150 -14%
NBT
3122
Northwest Bank & Trust
Iowa
$140K +$122K +870 New
MSFP
3123
Mark Sheptoff Financial Planning
Connecticut
$136K +$119K +850 New
VWA
3124
Valued Wealth Advisors
Utah
$136K +$16.8K +120 +16%
CFS
3125
CGC Financial Services
Oregon
$136K +$14K +100 +13%
123 124
125
126 127