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Broadcom
AVGO

Name Holding Trade Value Shares
Change 		Change in
Stake
OWG
3101
Oxford Wealth Group
Florida
$242K -$19.2K -120 -8%
BBPWM
3102
Blue Bell Private Wealth Management
Pennsylvania
$242K +$36.9K +230 +20%
CSC
3103
Cove Street Capital
California
$242K +$224K +1,400 New
EL
3104
EQ LLC
Washington
$242K +$224K +1,400 New
BC
3105
Brio Consultants
California
$241K +$224K +1,399 New
IAIM
3106
Industrial Alliance Investment Management
Quebec, Canada
$241K -$31.3K -195 -12%
RP
3107
Riverwater Partners
Wisconsin
$241K -$16K -100 -7%
SFG
3108
Sterling Financial Group
California
$240K +$5.45K +34 +3%
DA
3109
DCM Advisors
New York
$240K -$125K -778 -36%
SA
3110
Skyline Advisors
Washington
$240K -$6.25K -39 -3%
PB
3111
Pinnacle Bancorp
Nebraska
$239K -$44.1K -275 -17%
WFAG
3112
Worth Financial Advisory Group
North Carolina
$239K +$222K +1,385 New
MIM
3113
Montgomery Investment Management
Maryland
$238K – – –
CSB
3114
City State Bank
Iowa
$238K +$6.41K +40 +3%
TFA
3115
Tobias Financial Advisors
Florida
$238K +$19.2K +120 +10%
BWM
3116
Birchcreek Wealth Management
Ohio
$238K -$11.5K -72 -5%
OCFG
3117
O'Connor Financial Group
Illinois
$238K +$20.5K +128 +10%
IW
3118
Instrumental Wealth
Florida
$237K +$208K +1,299 New
CAM
3119
CenterStar Asset Management
Illinois
$237K -$255K -1,588 -54%
BCM
3120
Brookmont Capital Management
Texas
$237K +$160 +1 +0.1%
VW
3121
Vance Wealth
California
$236K +$220K +1,370 New
FA
3122
FF Advisors
California
$236K -$34.5K -215 -14%
LFS
3123
Legacy Financial Strategies
Kansas
$236K +$219K +1,368 New
M1FG
3124
Mach-1 Financial Group
Arkansas
$236K +$1.12K +7 +0.5%
HKIMG
3125
Hutchens & Kramer Investment Management Group
Indiana
$236K +$226K +1,407 New
123 124
125
126 127