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Broadcom
AVGO

Name Holding Trade Value Shares
Change 		Change in
Stake
FC
3201
Financial Council
Maryland
$431K – – –
CIAS
3202
CBIZ Investment Advisory Services
Ohio
$431K -$69.5K -376 -17%
ICM
3203
Innovator Capital Management
Illinois
$430K +$128K +694 +60%
WHC
3204
Wulff, Hansen & Co
California
$430K -$25K -135 -7%
HTIM
3205
Harbour Trust & Investment Management
Indiana
$429K +$43.8K +237 +15%
NCM
3206
New Capital Management
Texas
$429K +$343K +1,852 New
RWA
3207
River Wealth Advisors
Pennsylvania
$429K +$343K +1,852 New
SWA
3208
Strategies Wealth Advisors
Michigan
$429K +$336K +1,817 New
LWMT
3209
Legacy Wealth Management (Tennessee)
Tennessee
$428K -$7.58K -41 -2%
ADMI
3210
Albert D. Mason Inc
Massachusetts
$426K +$17.2K +93 +5%
SC
3211
Sepio Capital
Utah
$426K +$74K +400 +28%
CS
3212
Capital Square
Tennessee
$426K +$28.3K +153 +10%
GCM
3213
Gables Capital Management
Florida
$424K – – –
WQ
3214
Wealth Quarterback
New Jersey
$424K -$470K -2,542 -58%
HPIA
3215
Hamilton Point Investment Advisors
North Carolina
$423K +$22.6K +122 +7%
TAM
3216
Taurus Asset Management
New York
$422K – – –
PB
3217
Pinnacle Bancorp
Nebraska
$422K +$80.5K +435 +31%
BTWM
3218
Brass Tax Wealth Management
Ohio
$420K +$32.4K +175 +11%
MLFP
3219
MPS Loria Financial Planners
Illinois
$420K +$370 +2 +0.1%
YWS
3220
Yarger Wealth Strategies
Ohio
$420K +$103K +559 +45%
BFG
3221
Birch Financial Group
New Hampshire
$420K +$335K +1,812 New
SHFP
3222
Second Half Financial Partners
Florida
$420K -$80.5K -435 -19%
CFGA
3223
Cambridge Financial Group (Arizona)
Arizona
$420K – – –
GCA
3224
Gallagher Capital Advisors
Texas
$419K +$335K +1,809 New
FIC
3225
Family Investment Center
Missouri
$419K +$109K +591 +49%
127 128
129
130 131