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Broadcom
AVGO

Name Holding Trade Value Shares
Change 		Change in
Stake
PTP
3126
Platform Technology Partners
New York
$1.21M +$96.2K +269 +8%
IAG
3127
Ipsen Advisor Group
Arkansas
$1.21M -$174K -486 -12%
HA
3128
Harbor Advisors
Florida
$1.21M – – –
USPCM
3129
Union Square Park Capital Management
New York
$1.21M +$1.25M +3,500 New
JWA
3130
JFS Wealth Advisors
Pennsylvania
$1.21M -$213K -597 -15%
PCM
3131
Permanent Capital Management
Illinois
$1.21M +$17.9K +50 +1%
TWM
3132
Tanager Wealth Management
United Kingdom
$1.21M +$91.5K +256 +8%
FWP
3133
Flatrock Wealth Partners
California
$1.21M +$1.25M +3,486 New
EFG
3134
Embree Financial Group
Illinois
$1.21M +$337K +943 +37%
MCP
3135
Miller Capital Partners
Michigan
$1.2M +$1.24M +3,480 New
WF
3136
Wayfinding Financial
Washington
$1.2M +$22.2K +62 +2%
MWM
3137
Marion Wealth Management
Pennsylvania
$1.2M +$5.36K +15 +0.4%
LT
3138
Legacy Trust
Michigan
$1.2M -$38.6K -108 -3%
EFA
3139
Edge Financial Advisors
Illinois
$1.2M +$27.9K +78 +5%
SIC
3140
SJS Investment Consulting
Ohio
$1.2M +$64.4K +180 +5%
SF
3141
Sun Financial
Utah
$1.2M +$1.24M +3,458 New
BCM
3142
Boltwood Capital Management
California
$1.2M +$28.3K +79 +2%
CF
3143
Cyr Financial
Illinois
$1.2M -$338K -945 -21%
HCMG
3144
Howard Capital Management Group
California
$1.19M +$78.7K +220 +7%
SFS
3145
Symphony Financial Services
Ohio
$1.19M +$250K +698 +25%
AIM
3146
Acropolis Investment Management
Missouri
$1.19M +$18.2K +51 +2%
PWA
3147
Physician Wealth Advisors
Utah
$1.19M -$94.4K -264 -7%
HWA
3148
Heartwood Wealth Advisors
Virginia
$1.19M +$603K +1,687 +97%
SCA
3149
Sandy Cove Advisors
Massachusetts
$1.18M +$151K +422 +14%
PFW
3150
Petros Family Wealth
Minnesota
$1.18M -$262K -734 -18%
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