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Broadcom
AVGO

Name Holding Trade Value Shares
Change 		Change in
Stake
HGERS
3301
Householder Group Estate & Retirement Specialist
Arizona
$373K -$1.14M -6,138 -79%
SWG
3302
Summit Wealth Group
Vermont
$372K -$43.5K -235 -13%
MWM
3303
Mascoma Wealth Management
New Hampshire
$372K +$45.1K +244 +18%
FWM
3304
Fonville Wealth Management
Virginia
$371K -$123K -664 -29%
DSCM
3305
Del-Sette Capital Management
New York
$371K – – –
GWM
3306
Gibbs Wealth Management
Georgia
$371K +$296K +1,600 New
WWM
3307
Wiser Wealth Management
Georgia
$370K +$59K +319 +25%
CAM
3308
Clark Asset Management
New Hampshire
$370K -$94.3K -510 -24%
UB
3309
Umpqua Bank
Oregon
$369K +$304K +1,644 New
IPW
3310
IronBridge Private Wealth
Texas
$369K +$294K +1,591 New
FA
3311
Financial Advisors
Massachusetts
$369K – – –
SL
3312
Salomon & Ludwin
Virginia
$369K – – –
PGIM
3313
Pacific Global Investment Management
California
$368K -$4.93M -26,637 -94%
NCM
3314
Nelson Capital Management
California
$367K -$10.2K -55 -3%
HBS
3315
Howard Bailey Securities
Indiana
$366K -$25.9K -140 -8%
CFC
3316
Coyle Financial Counsel
Illinois
$366K +$269K +1,453 +1,144%
PCM
3317
Payne Capital Management
New York
$366K +$292K +1,580 New
MIM
3318
Morningstar Investment Management
Illinois
$366K -$282K -1,522 -49%
MTC
3319
McDaniel Terry & Co
Texas
$366K – – –
CIM
3320
Corbyn Investment Management
Maryland
$366K -$24.4K -132 -8%
KFA
3321
Krane Funds Advisors
New York
$366K +$30.7K +166 +12%
SA
3322
Sage Advisors
Colorado
$365K -$51.2K -277 -15%
SA
3323
Stewardship Advisors
Pennsylvania
$365K +$54.4K +294 +23%
SWM
3324
Stockman Wealth Management
Montana
$365K +$8.14K +44 +3%
BWMG
3325
Barnes Wealth Management Group
California
$364K +$291K +1,571 New
131 132
133
134 135