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Broadcom
AVGO

Name Holding Trade Value Shares
Change 		Change in
Stake
PSCM
3101
Per Stirling Capital Management
Texas
$392K +$79.4K +375 +19%
MPW
3102
MA Private Wealth
California
$392K – – –
UBG
3103
United Bank (Georgia)
Georgia
$392K +$215K +1,014 +77%
LWM
3104
LongView Wealth Management
Georgia
$391K +$20.3K +96 +4%
CIAS
3105
CBIZ Investment Advisory Services
Ohio
$391K +$101K +477 +26%
MTIM
3106
Marathon Trading Investment Management
Pennsylvania
$391K +$259K +1,226 +111%
NRI
3107
NFP Retirement Inc
California
$391K +$73.4K +347 +17%
GCM
3108
Gables Capital Management
Florida
$390K +$106K +500 +27%
MSCM
3109
McElhenny Sheffield Capital Management
Texas
$390K -$25K -118 -5%
SA
3110
Scarborough Advisors
Maryland
$389K -$12.3K -58 -2%
KV
3111
Kickstand Ventures
New York
$388K +$57.1K +270 +13%
FA
3112
Fedenia Advisers
Wisconsin
$387K -$87.4K -413 -15%
CPG
3113
Cornerstone Planning Group
New Jersey
$387K +$211K +996 +83%
YWM
3114
Yoder Wealth Management
California
$387K +$18.4K +87 +4%
AIM
3115
AHL Investment Management
Florida
$387K -$31.7K -150 -6%
RAM
3116
Readystate Asset Management
Illinois
$387K +$255K +1,207 +109%
TCM
3117
Thoma Capital Management
Maryland
$387K -$7.2K -34 -1%
SL
3118
Sentry LLC
Tennessee
$386K +$69.2K +327 +17%
GF
3119
GGM Financials
Ohio
$386K +$488K +2,305 New
RFP
3120
Roth Financial Partners
Texas
$385K – – –
V
3121
ViaWealth
Kansas
$384K +$485K +2,292 New
CP
3122
Covenant Partners
Tennessee
$383K +$485K +2,290 New
PCM
3123
Park Capital Management
Wisconsin
$383K +$55.2K +261 +13%
BWM
3124
Birchcreek Wealth Management
Ohio
$383K +$6.14K +29 +1%
WA
3125
WPG Advisers
Maryland
$383K -$25.4K -120 -5%
123 124
125
126 127